Newsletter

Post to Slack from Flow in 6 Easy Steps

Hello folks,

This is an exciting week for all of us. The Release Readiness live webinars are here.

I was reading the Release Notes for Summer 22 this past weekend and I was wondering whether I can use the brand new Slack invocable actions in my Salesforce flows already. Salesforce announced the new actions are in beta, and they will be released sometime in June. It turns out I can already use them. I don’t even need a Preview Org or Summer 22 Sandbox for it. The steps required took some time to discover, but the whole thing is fairly simple to set up.

I am posting a step-by-step guide here so that you can dive directly into it. Try it now without wasting any time. Here are the 6 steps you need to take to post to Slack from Flow:

1. Go to “Setup” and “Enable Slack for Salesforce”. Review and agree to the Pilot terms if you want to proceed.

2. Create and assign a permission set to the user who will post on Slack and use the integration. The permission set will have “Connect Salesforce with Slack” system permission activated.

3. Now go over to your Slack Workspace. You can use a free Workspace, but if you have used all your permitted 10 App limit, you will need to remove an App. On the upper left side click on “More”, then “Apps”. On the screen you see in the middle, click on “App Directory”. Find “Sales Cloud for Slack”.

4. Go to the App page. Click on “Add to Slack”. This will take you to a web page that is super confusing. Find “Add Sales Cloud For Slack App”. Click on the link. Give the necessary permissions. (Update: I received feedback that the Sales Cloud Slack app did not work for some folks. If this is your experience try one of the other apps on the same page. I tested the Salesforce Digital HQ app as well, and this app worked for me.)

5. Now go to any public channel on Slack. Click/tap on the channel header where you see the title. Scroll all the way down and get the channel ID as seen below.

6. Go to Salesforce and build a simple Autolaunched Flow with one single element. You will need to add the invocable action “Send Slack Message (Beta)”. Configure it as seen below. Include the Slack Channel ID. Run it. Voila!

Next week, I will continue my preview with the new screen flow functionality.

Enjoy.

P.S. Originally published on 05/24/2022.

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7 thoughts on “Post to Slack from Flow in 6 Easy Steps”

  1. Pingback: May/June 2022 Content Announcement – Salesforce Flow Tips Newsletter | Salesforce Break

  2. Milan Glavan says:

    Hi Andy,

    When I click on ‘Add to Slack’ button (Sales Cloud for Slack) I’ll end up on Salesforce page. Then, when I click on ‘Add Sales Cloud for Slack App’ nothing happens. I’m just brought back to the ‘Sales for Cloud App’ page and my app is not added to Slack. It’s like never ending loop. Any idea why is this? I have only 7 apps and I assigned the permission set. Thanks for all the help!

    Reply
  3. Milan says:

    It’s production, but I think it’s the app that’s causing the issue. I tried ‘Service Cloud for Slack’ and some other apps and they work fine. I’ll try again next week and will let you know what the outcome was. It might help other folks. Your instructions are good and clear by the way. Very straightforward.

    Reply
  4. Milan says:

    Quick update. I tried with ‘Service Cloud for Slack’ and ‘Salesforce Digital HQ’ apps and they work fine. I’m not sure what’s the deal with ‘Sales Cloud for Slack’ but I cannot make it to work.

    Reply

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