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0:07
Hello everyone. In this video we are
0:10
going to see how to invoke
0:13
Salesforce screen flow
0:17
from Slack application.
0:22
The first step is we have to
0:27
connect Salesforce and Slack
0:35
in in the video description I have
0:37
shared my blog post. So you can make use
0:40
of this blog post as your reference. So
0:43
in this uh the first setup is we have to
0:45
integrate Salesforce and Slack uh Slack.
0:47
In order to do that, make use of this
0:49
blog post and do all the steps
0:54
so that
0:56
the prerequisite is completed. Once the
0:59
prerequisite is completed where uh
1:02
Salesforce and uh uh Slack are
1:04
integrated,
1:06
the next uh step what we have to do is
1:10
create a permission set and then assign
1:13
connect Salesforce with Slack. Manage
1:16
Slack organization connections for Slack
1:18
apps. Manage Slack user mappings.
1:22
In the permission set under system
1:24
settings, sorry, uh system permissions,
1:27
you should be able to see these uh
1:29
permissions, enable them and then add it
1:32
to the Salesforce admin who is going to
1:35
set up the Salesforce and uh Slack
1:39
configuration so that the screen flow
1:41
can run in Salesforce Slack. So here I
1:46
created a permission uh set with the
1:49
name Slack access.
2:02
Okay. Slack admin access. And uh if you
2:05
go to
2:07
system permissions,
2:10
you should be able to see these three
2:12
permissions.
2:16
So one is this one which is enabled and
2:19
the other one is
2:22
manage slack app organization
2:25
connections and al as well as
2:28
manage slack user mappings. So make sure
2:30
these three permissions are enabled and
2:32
then assign it to the admin who is
2:34
configuring this particular Salesforce
2:36
configuration. So once this is done,
2:42
go to Slack apps setup
2:53
and uh complete these two steps
2:57
reviewing the documentation and
2:58
resources and also agreeing to the terms
3:01
and conditions. Make sure you completely
3:02
do all the steps. uh you go through all
3:05
the documentation and resources and also
3:08
go through the terms and conditions
3:09
before agreeing.
3:12
Once this is done,
3:15
you have to enable
3:19
salescloud for Slack. In order to send a
3:23
notification to Slack so that the end
3:27
users will get a link or a button to uh
3:31
in initiate the screen flow. This
3:34
particular step is uh required. So go to
3:40
sales cloud for slack
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and uh okay before that under enable
3:47
slack apps enable sales cloud for slack.
3:51
Once this is done
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go to sales cloud for slack.
3:58
Complete these two steps.
4:01
verify the sales cloud for Slack app is
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enabled and as well as review
4:05
documentation and resources.
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Once these two steps are done,
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open your uh Slack application.
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Go to
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agents and tools
4:20
here.
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Search for apps
4:25
and you have to install
4:30
Salesforce for sorry Salesforce slack.
4:33
Okay, it is already installed but not
4:36
sure why it is not showing here. If you
4:38
go here, you should be able to see this.
4:40
So, make sure you are installing this
4:43
particular
4:46
uh sales application. So
4:49
once this is done,
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so search for SalesCloud for Slack and
4:57
then install it. Once this is installed,
5:01
create a screen flow. In Salesforce,
5:05
when you create a screen flow,
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the first step is create a screen flow.
5:12
Add a simple screen. Do not add any
5:14
components to it. and then go go and
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save the flow. When when you save the
5:19
flow,
5:26
you should see an option called
5:34
make available in Slack. So this
5:36
particular feature should be enabled.
5:38
When you create a new flow, do not add
5:41
any components except a simple screen
5:44
and inside the screen also do not add
5:46
any uh components to it. Just save it.
5:49
When you save it, expand the advanced
5:52
section and then enable make slack in
5:55
available in Slack. You won't be able to
5:58
enable this. If you enable show a
6:01
progress indicator on screen elements.
6:04
So, make sure to disable this show a
6:06
progress indicator on screen elements.
6:08
so that make available in slack option
6:11
is uh enabled so that you can go and
6:14
enable it uh um the make available in
6:18
slack option so for example if I have
6:21
this particular show a progress
6:23
indicator on screen elements I won't be
6:24
able to select make as make available in
6:27
slack so disable it enable mark
6:30
available in slack else this will be in
6:33
disabled mode you won't be able to
6:34
select it okay why I'm asking you to do
6:39
that step before you add all the
6:40
components is
6:43
so many components are restricted. If
6:45
you wanted to run a screen flow in slack
6:48
when you enable this uh
6:52
make available in slack option it will
6:55
filter the components that are available
6:58
when you click add or when you try to
7:01
drag and drop using resources.
7:04
So make sure to enable that uh option
7:07
before building the flow. Okay. Now the
7:09
flow is
7:11
uh developed. The next step is
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we have to use a second flow. I I will
7:21
tell you why we have to use an second
7:22
flow. Whenever we create a flow with
7:26
this option make available in Slack
7:28
enabled,
7:31
it will create an action for that
7:34
particular screen flow. For example,
7:37
I created a onto launched flow for this
7:40
demo.
7:46
So in this flow, I'm calling that
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action. Uh so let's say I'm going to uh
7:52
create a new action
7:54
in the action. The screen flow name is
7:57
lead capture screen flow. So when you
8:00
search for this particular one you
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should see an action with type Slack
8:07
send message to launch flow. Whenever we
8:10
create a screen flow and make that flow
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available in Slack, Salesforce will
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create an action for it so that it can
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be referenced in another flow. So I am
8:20
able to reference uh this particular
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action in this uh auto launched flow.
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Okay. And uh here I'm using the Slack
8:41
app as salescloud for Slack. The
8:43
workspace name is infallible techi. This
8:45
is my slack workspace name. It should
8:48
run in the user context. For the slack
8:51
conversation ID, you can use a
8:53
Salesforce uh ID so that it will
8:55
automatically check the Slack user that
8:57
is mapped here. So, if you go to
9:00
settings,
9:03
if you go to
9:06
Slack,
9:14
this is your Slack user ID. So, you can
9:16
use this particular Slack user ID or you
9:20
can directly use the Salesforce um
9:24
uh 18digit ID here. Um so this
9:28
particular Slack conversation ID is
9:30
where the uh link will be sent to invoke
9:34
the screen flow. Since I'm using user do
9:37
ID, it will find the user mapping and
9:40
then it will get the Slack user ID and
9:43
then it will send a direct message to
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that user. If you want to send uh this
9:50
particular screen flow uh to a Slack
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channel, then you should use the Slack
9:55
channel ID here.
9:57
So the message that will be sent is
9:59
capture lead information.
10:03
Okay. And the button label is in uh
10:06
instead of invoke lead capture I'm going
10:08
to say lead capture.
10:11
So now if I execute this uh flow in a
10:15
debug or run uh mode it will use this
10:20
sales cloud for Slack app. It will make
10:23
use of this workspace. It will execute
10:26
in my current user context. It will send
10:28
a DM direct message with the message
10:31
capture lead information and the button
10:34
will be lead capture.
10:36
So if I open my Slack, I will see these
10:39
information and then I should see a
10:41
button called lead capture which will
10:43
invoke my screen flow.
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This is a simple screen flow where I'm
10:48
capturing first name, last name, company
10:50
and industry. And then I'm using create
10:52
lead which is create records flow
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element to create a lead record. Once it
10:58
is done I'm just uh saying that it is
11:02
successfully created and this is a lead
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URL. Lead URL is a formula field uh
11:07
where I'm making use of uh uh my
11:10
Salesforce my domain URL and uh
11:12
constructing the uh lead URL.
11:16
Okay. So now let's run this auto launch
11:19
flow so that it it will send a message
11:22
to me. So let's debug it.
11:28
Okay, it is completed. It is not failed.
11:32
So I should see a message here. Okay,
11:36
just now it sent. So now if you wanted
11:39
to again test it out, let's test it out
11:42
so that I will get it again.
11:49
So I can see second time it uh it sent
11:51
this. So now if I click lead capture it
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will show my screen flow
12:06
I'm going to
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so now if I click next the lead record
12:13
should be created and this is the URL to
12:15
my lead record.
12:18
So now if I go back to my Salesforce.
12:25
Okay. So this is the lead record which
12:27
got just created.
12:30
So with the help of uh SalesCloud for
12:33
Slack app, I was able to
12:37
successfully invoke
12:40
Salesforce screen flow inside Slack
12:42
application.
12:49
Again, please check the video
12:51
description. In the video description, I
12:53
have shared my blog post. From the blog
12:55
post, you should be able to get all the
12:56
steps that we discussed in this video
12:58
for your reference.
13:06
I hope it was helpful.
13:15
Thank you for watching.
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