If you're using Slack for Salesforce you know that in order to post from Salesforce to Slack, you need a Message Destination. A Message Destination represents a conversation in Slack where Salesforce data is shared and consists of a specified Slack Workspace and Slack Channel. The destination information is passed into the Send to Slack invocable method, which then sends Salesforce data to the specified conversation in Slack.
The Need
Posting a Direct Message (a message directed to a specific User) to a Salesforce User’s Slack Channel in specific scenarios, such as a reminder when a due task was not completed.
The Problem
Message Destination needs to be manually created for each user. Additionally, some users of an organization might already be using Slack for Salesforce.
The Solution
When the challenge of generating Message Destination for numerous users was presented to us by a customer, we decided to build a flow automating the Message Destination creation.
Automating Message Destination Creation
To connect a Salesforce user to organization Slack, the user needs to authenticate its Salesforce environment with Slack. We have created a flow that is triggered after the Slack Auth record is created, that automatically creates a Message Destination record for this User.
Theoretically, we could’ve added Slack Workspace to the destination, but in our case this wasn’t required. We used a version of this flow and ran it on existing Users.
The Result
This flow enabled a swift, automated generation of Message Destination for hundreds of our customer’s users. Newly added users are now automatically assigned a Slack Message Destination and able to receive relevant Salesforce data via direct messages.
Walkthrough
The screenshot below illustrates the flow we’ve created for this Slack automation. With the authentication, the record is created from the Slack Auth Object and creates Message Destination.
Using it - Automation of Messaging
With the streamlined Message Destination creation, we can now deliver needed Salesforce data to its users via direct Slack messages, a process that is defined and automated per their organizational needs.
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