Centro Support Center

Contact Us

Create or Edit Salesforce data with custom form

The Submit Salesforce Form Workflow Step can be used to create or edit Salesforce record data in a custom modal form. This step uses the Salesforce Connection of the user who saves the Workflow Step (as indicated when editing the Step). This allows Slack users to modify Salesforce data even if they do not have a login to Salesforce by utilizing the Workflow users connection. Warning: this will allow any workflow user to create/edit data in Salesforce with the specified Salesforce user. If the form contains a lookup field the workflow user will be able to search and view the names of other record types using the sharing rules of the connected Salesforce user.

The Submit Salesforce Form step will send a user an ephemeral message only they can see (shown above) allowing the user to edit and submit data in a modal form by clicking the message "Open Form" button. The fields that are displayed to the user are configurable when editing the step. Fields may be displayed to the user, or they can be hidden from the user to set a field value to a default (i.e. for a Record Type or Status field).

Add fields using the "Add Field" picker in the workflow step and move fields in the order they should be displayed or move fields to bottom to hide the field. Set default values for fields by inserting Workflow variables or specifying a constant value using the appropriate data-type formatting. Date fields should be formatted using ISO 8601 format, picklists should use appropriate API names, lookups should specify a Salesforce Record Id of expected type, and strings and numbers should be in a format they can be parsed to expected length and type. To edit an existing Salesforce Record, specify the Record Id value as a hidden field. When the Record Id is specified, defaults will be populated using the existing Salesforce data unless overridden in the Workflow step.

See Also

Create Salesforce Forms in Slack Quickstart Guide