How to @Mentions Users in Slack from Salesforce?

Introduction

This article guides you through using app mentions in Slack to directly notify specific users within Slack channels, leveraging information from Salesforce. This functionality streamlines communication and collaboration between Salesforce and Slack users.

Prerequisites

• A Salesforce account with the Centro app installed.

• A Slack workspace with the Salesforce app installed.

• A Centro Slack user ID field is configured in Salesforce.

Steps

1. Access the Centro Slack User ID:

   • Locate the Centro slack user ID field within the relevant Salesforce object (e.g., user object).

   • Retrieve the ID using the appropriate method (e.g., accessing it through the object in a record-triggered flow or navigating to the user record).

2. Create a Flow Text Variable:

   • In your Salesforce flow, create a text variable named "slack_user_id."

   • Assign the retrieved Centro Slack user ID to this variable.

3. Utilize the Variable in a Centro Send Notification Message:

   • Within the Centro Send Notification Message action in your flow, incorporate the variable using the following syntax: <@slack_user_id>.

Example:

Message Text: Please review this case, <@{!slack_user_id}>.

Additional Notes

• Customize the message text to suit your specific needs.

• Ensure the user you're mentioning has the Salesforce app installed in Slack to receive notifications effectively.

Conclusion

Following these steps, you can seamlessly integrate app mentions into your Slack and Salesforce workflows, enhancing communication and streamlining user collaboration.

Troubleshooting

• Incorrect Slack User ID: Verify that you're using the accurate Centro Slack user ID associated with the intended recipient.

• App Configuration Issues: Confirm that the Salesforce and Slack apps are configured correctly and connected properly.

• Flow Logic Errors: Review your flow's logic to ensure the variable is set and used correctly within the Centro Send Notification Message action.

For further assistance, please reach out to your Salesforce or Slack administrator.