When a new lead is registered in Salesforce, notify Slack.

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◼️Overview‍

When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.

You can automatically expand lead information without accessing the chat tool.

Additionally, you can specify any Slack channel for notifications.

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◼️Setup Instructions

‍① Select Salesforce from the app trigger, perform the following settings, and then test and save.

・Action: Select when a new lead is registered in the lead object.

・Trigger Interval: Set to 5 minutes.

・My Domain URL: Enter the specified My Domain URL.

② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.

・Action: Select send a message to the channel.

・Channel ID for posting: Select the specified channel ID from the options.

・Message Content: Enter any string, including the output obtained in ①.

・For details on dynamically embedding output, please refer to here.‍

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◼️Notes‍

・It is necessary to set up account information for integration in each app's operation.

※ For integration (My App Registration), please refer to here.

・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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