Integrating Salesforce with Slack streamlines your workflow by enabling real-time notifications and seamless communication between the two platforms. This guide walks you through the process of setting up a Slack integration with Salesforce, allowing you to receive instant alerts in Slack whenever specific events occur in Salesforce.

By following this guide, you can:

• Establish a secure connection between Salesforce and Slack.
• Configure automated flows to trigger Slack notifications based on specific conditions in Salesforce.
• Ensure efficient communication and prompt action by receiving alerts directly in your Slack workspace.

This integration proves particularly useful for teams that rely on timely updates and quick responses to critical events logged in Salesforce. Whether tracking errors, monitoring partial failures, or keeping your team informed, this workflow helps you stay connected and responsive.

Prerequisites

• Ensure you have administrative access to both Salesforce and Slack.

Steps to Set Up Slack Integration

1. Review Documentation and Resources:

• Log in to your Salesforce.
• Go to Setup > Slack Apps Setup.
• Review the provided documentation and resources.
• Check I’m finished with this step.

2. Agree to Terms and Conditions:
   • Read and accept the terms and conditions by toggling the switch in the Agree to Terms and Conditions section.

3. Create Slack Integration Permission Set:

   • Navigate to Setup > Permission Sets.
   • Create a new permission set named Slack Integration.
   • Enable the Connect Salesforce with Slack system permission.

4. Create Slack Integration User:

   • Go to Setup > Users.
   • Create a new user or select an existing user.
   • Assign the Slack Integration permission set to this user. This user is referred to as Slack Integration User.

5. Install Salesforce for Slack App:

   • Go to Setup > Slack Apps Setup.
   • Click the Go to Salesforce for Slack Listing button in the Install Slack Apps section.

6. Add Salesforce App to Slack Workspace:
   • Select the correct workspace in the top right corner.
   • Click the Add to Slack button and then click Allow.

7. Connect Slack Workspace to Salesforce:
   • Click Connect or the link if connecting to a Salesforce sandbox environment.
   • Enter the credentials for the Slack Integration User.
   • Agree to allow Slack to access your Salesforce account and click Allow.

8. Create a Flow:

   • Go to Setup > Process Automation > Flows.
   • Create a new Record-Triggered Flow.

9. Configure Start:

   • Choose Cvent Log as the object.
   • Set the flow to trigger when a record is created.
   • Set entry conditions to:
     • CventEvents__Severity__c equals “Error” OR
     • CventEvents__Severity__c equals “Partial Error.”
   • Optimize the flow for Actions and Related Records.
   • Include a “Run Asynchronously” path.

10. Create Slack Notification Link:

    • Create a new resource of type “Formula.”

    • Use “SlackAlertLink” as the API Name.

    • Copy and paste the following text into the Formula field:

      '<' + LEFT($Api.Partner_Server_URL_260, FIND('/services', $Api.Partner_Server_URL_260)) + {!$Record.Id} + '|View in Salesforce>'

11. Create Slack Notification Message:
    • Create a new resource of type Text Template.
    • Choose View as Plain Text.
    • Add your desired message and use {!SlackAlertLink} to display the Cvent Log link within the Slack alert.

12. Get Slack Channel or DM ID:
    • Open the Slack channel or conversation details.
    • Copy the ID from the bottom of the window.

13. Create Notification Action:
    • Add a new Send Slack Message action within the “Run Asynchronously” path.
    • Configure the action as follows:
      • Slack App: Salesforce for Slack
      • Slack Workspace: Select the desired workspace (from step 6)
      • Execute Action As: Slack App
      • Slack Conversation ID: Select the Slack channel or DM ID (from step 12)
      • Slack Message: SlackAlertMessage (from step 11)

14. Save and Activate the Flow:
    • Save and activate the flow.

15. Test the Flow:
    • Once activated, create a new Cvent Log manually or generate one via the App.
    • You should receive a Slack alert.

By following these steps, you can successfully set up Slack integration with Salesforce.