Before getting started, if you have not set up the Slack Integration to Salesforce please do so by completed the following steps highlighted in this article
As a Revenue Operations Manager, you can streamline your communication process and enhance task management by utilizing this efficient Swantide Workflow. With just a few steps, you can send a personal Slack messages to the record owners based on updates from a Date Field on the Account and optionally create a Task.
For Example, if I wanted to Notify the Account Owner that their Account's Revisit Date has changed an simultaneously create a Follow Up Task I would set the following variable prompts to:
Note - the Follow Up Task will be set to the new Date that was changed on the Account
With these Variable Inputs the Slack Message would look like this:
If I do not want to create a Follow up Task but still send a Slack Message then your Variable Inputs would look like this:
With these Variable Inputs the Slack Message would look like this:
