![]() ![]() Connecting to Slack from SalesforceĪ typical pattern that developers need when integrating Slack and Salesforce is a method for sending messages (containing Salesforce data) from Salesforce upon an event or an action in Salesforce.įor example, let’s imagine that you want to build an integration that will automatically notify your marketing team in Slack upon every new lead creation in Salesforce. The image below shows the dashboard where you will create and configure a Slack app. App-Level Tokens - App-level tokens represent your app across organizations, including installations by all individual users on all workspaces in a given organization.You can use these tokens to take action on behalf of users. They are issued for the user who installed the app and for users who authenticate the app. User token - User tokens represent workspace members.Since acting independently allows your app to stay installed, even when an installing user is deactivated, using bot tokens is usually for the best. Bot token - Bot tokens represent a bot associated with the app installed in a workspace.Slack has different types of tokens as discussed below: App distribution - this is applicable if you are publishing your app to the Slack App DirectoryĪ Slack bot is a unique user of your Slack app that can wait for your command, interpret your command, and perform actions, such as finding what you need.Īll requests to Slack APIs have to be signed with a token.App branding, thumbnail, and descriptions.Slack apps can subscribe to various activities in Slack such as channel created, channel archived, and many more event types. URLs to subscribe to Slack Events API.Think of /giphy to search for a GIF or /polly to launch a poll. Slash commands and shortcuts - you can set your app up to respond to user input using the lightning bolt button in the composer (a shortcut) or a text-based command beginning with a / (a slash command).Configurations related to the app, such as:.Webhook URLs that allow you to connect to Slack via an HTTP POST to the URL.A user interface to configure your Slack app scopes, which govern the app’s capabilities and permissions.These credentials should be stored securely and protected. App credentials that allow your apps to access Slack APIs.Once you’ve created your Slack app, you can use the dashboard to view or configure: If you do not have Slack workspace yet, you can sign up for free. Note: you will need to sign in to your Slack account to create a Slack app. Using the manifest YML is the recommended way to start, and it makes it simpler to clone your production apps for testing needs or fixing bugs. You can do this manually or using a manifest YML (see Slack API documentation). The first step in integrating Slack with Salesforce involves creating a Slack app. When building Slack apps, you can write code in your language of choice to integrate with various third-party services, including Salesforce. You can write Slack apps just for your team or publish them to the Slack App Directory to allow others to install them. A Slack user interface, which could be in a Slack message, the App Home, or even a pop-up modal.A service that handles making API calls and can receive and route events you can use the infrastructure of your choice to host this service.An app configuration (this configuration is done on ) that defines how your app will communicate with Slack.These are called “Slack apps” and they have various components: Slack allows developers to create custom experiences by using Slack APIs. However, what excites me as a Salesforce developer is the Slack platform, which lets you extend, expand, and automate your organization’s work. You might think of Slack as a messaging app. We’ll explore how to build Slack apps integrated with Salesforce data. If you are wondering what you can build with Slack and Salesforce together, and how to do it, this post is for you. Salesforce developers have the opportunity to be at the forefront of this world by using Slack to surface the information their customers need at the time they need it.ĭevelopers can extend their apps and allow users to use Slack as their collaboration hub and take action on data from Salesforce and other business systems. ![]() With Salesforce’s acquisition of Slack, Salesforce is realizing a major goal: to help people work from anywhere in this new all-digital world. ![]()
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