Associating Slack Members to Salesforce Records
Often, it is useful to associate a Salesforce Record with a Slack Member Id. This is to facilitate Flows and Process Builder events, messaging a Slack Member in a DM, or @mention a Slack user to notify the user in Slack. The Centro Salesforce App includes a Custom Field on the User object named "Centro__Slack_UserId__c" which is automatically populated when a Centro User connects to Salesforce from Slack. This pattern may be used on other Salesforce Objects like Lead or Contact but the values must be set manually, imported in batch or set by an automated process.
Here's recommend method for doing this:
- Create a new Text 80 Field on the desired Object in Salesforce:
- Add the "Centro Single Conversation" Web Component on to the desired Lightning Page and bind it to the newly created field. This will enable the control to be used to manually associate a Slack member to the Salesforce Record (i.e. User or Contact).
That's it, the Custom Field can now be used in Flows and Process Builder.