The Slack Chatter Comments to Slack [Using Custom Object to Store Slack User ID] Workflow is designed to bridge Salesforce Chatter comments and Slack messaging. When a new Chatter comment is created with an "@ Mention" this Workflow processes the comment and sends relevant notifications to the Slack User in their Sales Cloud for Slack Companion App.
Important Notes:
Package Installation:
Before deploying the workflow, please install the package below. This package deploys an Apex Trigger for Chatter Case Comments to be passed to the auto-launched flow you deployed in your Swantide App which then routes the Slack messages to the appropriate Slack user.Slack User Mapping:
To map Salesforce Users to Slack User IDs, you must either:Use the Slack Managed Package, which handles this mapping
Create a custom object in Salesforce with the following fields:
A Lookup Field to the Salesforce User Object.
A Text Field to store the Slack User ID, which starts with the prefix "U".
Chatter Component Placement:
Ensure that the Chatter Component is added to the following record pages at a minimum:Account
Contact
Lead
Opportunity
See the Workflow in Action:
Once deployed, when Chatter Comments are created with an "@ Mention" tag, the Apex Trigger will pass that information to the Swantide Salesforce Flow you deployed in your Swantide App.
Once a comment is added, the message will be sent directly to the Slack User ID's Sales Cloud Slack Companion App.
