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Create Salesforce Case record from Slack
Sep 3, 2025
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0:04
Hello everyone. In this video, we are
0:07
going to see how to create
0:10
case record in Salesforce from Slack
0:13
application. If you have a use case
0:15
where you wanted your users to create
0:19
case records
0:21
from Slack application so that it gets
0:24
created in Salesforce or then you can
0:26
make use of this video as a reference
0:28
and then you should be able to implement
0:30
it. First let's dive into a demo and
0:34
create a case record.
0:37
Later
0:38
we can discuss uh or deep dive into the
0:43
technical side of how to configure this.
0:50
This is my demo slack or here with the
0:54
help of
0:58
this command service - create space I
1:03
should be able to create a case record.
1:07
Let's see. Let let me show that.
1:17
So using this command
1:22
I'm able to create a case record. It is
1:24
asking me to select the record type. I'm
1:26
going to say reg sorry slack swarming
1:29
case. I have a record type in my org for
1:32
this case object.
1:34
There are two um
1:37
record types. One is slack swarming case
1:39
and the other one is regular case. I'm
1:40
going to select slack swarming case. I'm
1:43
going to click next.
1:47
I can see a display uh sorry a popup
1:49
where I should be able to create a case
1:51
record. I'm going to enter some dummy
1:55
records.
2:07
I have given some information and then
2:09
I'm going to click save.
2:13
So this is the case record. If you
2:15
wanted to directly see it in in your
2:17
Salesforce or you can click this uh view
2:19
in Salesforce,
2:24
I'm able to see that case got created.
2:31
Whenever you use this command in uh
2:37
slack
2:43
you can see a record type selection
2:48
later you should you are able to see the
2:51
fields that are available on the case
2:53
object. Let's say you want to customize
2:56
this particular uh u layout. you wanted
3:00
to add additional fields or if you have
3:03
a requirement to remove some additional
3:04
fields then you should be able to
3:08
make use of slack record layouts using
3:12
which you should be able to add or
3:15
remove the fields.
3:18
You can create multiple record layouts
3:22
and then you should be able to select uh
3:24
you you should be able to update the
3:26
assignments.
3:34
So based on the profile based on the
3:36
record type you should be able to assign
3:39
the record uh slack record layouts. It
3:42
is very similar to the page layout
3:43
assignments. Um you should be able to
3:46
create multiple slack record layouts and
3:49
then you should be assigned to multiple
3:51
profiles based on the record types.
3:56
In order to achieve this uh the first
4:00
step is you should uh set up Slack for
4:03
service.
4:05
You have to go to initial Slack setup in
4:07
Salesforce setup and then you have to
4:10
complete all the steps. Next, you have
4:12
to go to service cloud for Slack and
4:14
then you have to enable it. In your uh
4:18
Slack application, you have to install
4:20
service cloud for Slack app.
4:24
Once this is uh uh done, you have to
4:27
complete all the prerequisites. Later,
4:30
you should be able to use service -
4:33
create space case so that you will be
4:37
able to create a case record. As
4:39
discussed earlier, you can create
4:41
multiple Slack record layouts so that
4:43
you should be able to add or remove
4:45
fields.
4:56
I hope it was helpful.
5:02
Thank you for watching.
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