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Slack for Service can be used to create Salesforce Case directly from the Slack application.
Blog Post:
https://www.infallibletechie.com/2025/04/create-salesforce-case-from-slack.html
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0:07
hello everyone In this video we are
0:10
going to see how to create case
0:14
record from Slack application If you
0:17
wanted to create Salesforce case record
0:20
from Slack then the first step is we
0:23
have to go
0:24
to Slack apps setup in Salesforce setup
0:28
and then we have to complete all these
0:30
steps Once all these steps are
0:35
completed go to service load for Slack
0:39
We are going to make use of service
0:41
cloud for Slack feature to directly
0:44
create case record from Slack Once the
0:48
case is created from Slack it will be
0:50
reflected in the Salesforce or and the
0:53
Salesforce uh sales representatives will
0:56
be able to work on it
0:59
Once this is
1:00
enabled in your
1:02
uh Slack workspace make sure service
1:07
cloud for Slack is installed Once this
1:10
is
1:13
installed the users should be able to
1:17
connect their Slack
1:20
account in Salesforce For
1:23
that you can go to settings and uh under
1:29
slack you should be able to find out
1:32
whether they are properly
1:35
connected When you first set up the
1:38
users will get a link here on the header
1:42
so that they will be able to link their
1:44
Salesforce and Slack
1:48
account Once these steps are
1:52
done as a Slack
1:55
user they can go to their Slack
1:59
application and then they can use
2:03
slash
2:05
service and
2:09
then so I'm going to use service -
2:13
create If you wanted to create any other
2:17
object records like knowledge article
2:20
incident problem or change request then
2:22
you have to make use of that object name
2:24
But here we are going to see how to
2:26
create case record So use / service -
2:30
create space case If you use this
2:34
command you will see a
2:37
popup where you will be able to select
2:39
the record type Here I'm going to select
2:43
regular
2:50
case I'm going to select it is from the
2:53
phone I'm not going to select any
2:56
contact but I'm going to select
2:58
infalluable tech as the account
3:03
Case type I'm going to say other case
3:05
reason
3:07
installation I'm going to
3:12
say invaluable key as
3:15
the company for phone number I'm going
3:18
to give a
3:19
random
3:21
number for product I'm going to select a
3:31
product testing testing
3:34
slack demo
3:37
slack testing slack to create
3:41
case So I'm going to click save now It
3:44
should create the case in my Salesforce
3:49
or okay So this is the success uh toast
3:53
So I'm able to confirm that the case
3:56
record is created You can click view in
3:58
Salesforce to view it If you want to
4:01
create one more case you can click the
4:02
create case If you wanted to view this
4:04
case directly in Slack then you can
4:06
click view
4:09
case Okay I'm going to close
4:12
it Let's go to
4:15
Salesforce So this is the
4:17
case which we just created
4:25
So make use of service cloud for
4:29
slack to create a case record directly
4:32
from slack so that it will be reflected
4:35
in your Salesforce
4:42
arc Please check the video description
4:45
In the video description I have given my
4:47
blog post From the blog post you should
4:49
be able to get stepbystep instructions
4:53
so that you will be able to set up Slack
4:56
for uh uh Salesforce and also uh how to
5:01
create a case record directly from Slack
5:04
using
5:06
the service create case command So the
5:09
command is also available in this blog
5:11
post and then uh you should be able to
5:13
use this as a
5:25
reference I hope it was
5:34
helpful Thank you for watching
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