Posting Slack Channel Messages

Post any iDialogue or Salesforce event to a Slack channel.

Prerequisites

Create an account at www.slack.com. Free starter accounts are available.

Create a Slack App

From Slack’s admin settings, click on “Create a Slack App”.

Incoming Webhooks

Select app type “Incoming Webhooks”

Add Incoming Webhooks

Activate incoming webhooks and click on “Add New Webhook to Workspace”

Salect Workspace and Channel

Select a Slack Workspace and Channel to receive iDialogue and Salesforce event messages. We recommend creating a channel named #salesforce for starters.

Copy Webhook URL

Copy the auto-generated webhook for the selected channel.

Configure Interactivity URL (Optional)

Slack messages can include link buttons to Salesforce records. Clicking these links may display an interaction warning.

To remove this warning, select the Interactivity & Shortcuts option for the app and set the Request URL to https://api.i-dialogue.com/v1/slack

Flow Builder

Launch Salesforce Flow Builder and identify an event to raise a Slack message. Drag and drop an “Action” element onto the flow builder canvas.

Flow Action “Slack Message”

Search for the action type “Slack Message” and select.

Slack Message Input Values

Customize the message to be sent to Slack using the flow action input values (see table below for complete details)

Slack Message Input Values

Action Input Value	Data Type	Description
Slack Channel Webhook URL	URL	Paste the webhook URL for the Slack channel
Record Button Enabled	Boolean	Enables a button link to Salesforce Record ID
Record Domain URL	URL	For messages that provide links to Salesforce records. The base “My Domain” URL.
Record ID	ID	For merging {{fieldname}} tags in the Slack text message body.
Record Link Text	Text	When Record Button Enabled is True, creates a link using this text
Slack Headline	String	The desktop notification headline.
Slack Message	String	The message posted to Slack channel. May contain {{fieldname}} tags and Slack markdown formatting.