- How to automatically send Slack messages to a channel when new cases are recorded in Salesforce
- 1. Set the Salesforce trigger as “Case record created”
- 2. Add the “Send message” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Slack and Salesforce
- Related blog posts
- More how-to guides featuring Slack and Salesforce
How to automatically send Slack messages to a channel when new cases are recorded in Salesforce
Set the Salesforce trigger as “Case record created”
Add the Salesforce trigger to initiate your playbook's actions when new cases are recorded.
To do this, click "Add trigger" in your playbook. Select the "Case record created" trigger option from the dropdown menu under Salesforce. It will enable your playbook to automatically identify newly recorded cases and trigger necessary actions.
If you still need to connect your Salesforce account to Relay.app, a prompt will guide you through the connection process.
Add the “Send message” step in Slack
Integrate Slack automation into your playbook to ensure that you receive timely updates when new cases are recorded in Salesforce.
Select "Add Step" and then find the "Send message" automation for Slack. Enter all the required details, including the sender's name, the Slack channel for updates, and the message body containing detailed information.
If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send messages through your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack messages to a channel when new cases are recorded in Salesforce without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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