This is an exciting week for all of us. The Release Readiness live webinars are here. Delving into the latest Salesforce Summer ’22 release notes over the weekend, I stumbled upon an intriguing feature that caught my attention: the brand new Slack invocable actions. With Salesforce announcing these actions as part of their beta release, set for sometime in June, I couldn’t help but wonder if it was possible to integrate these actions into my Salesforce flows immediately. To my pleasant surprise, not only was it possible to utilize these actions right away, but I also discovered that there was no need for a Preview Org or a Summer ’22 Sandbox to get started. Although finding the necessary steps required a bit of digging, setting everything up turned out to be surprisingly straightforward.

To help you leap straight into this without delay, I’ve put together a detailed step-by-step guide. This way, you can try it out immediately without having to navigate through the process on your own. Here’s how you can seamlessly post to Slack from your Salesforce Flow in just 6 steps:

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 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!

Stay tuned for next week, as I delve into exploring the new screen flow functionalities, offering you a glimpse into further enhancing your Salesforce and Slack integration experience. This journey into Salesforce’s evolving landscape continues to offer exciting possibilities, and I’m here to guide you through each step.

Enjoy.

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

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