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How to automatically send Slack direct messages when a Salesforce case is created

How to automatically send Slack direct messages when a Salesforce case is created

Relay.app is an automation tool that lets you automate actions across Slack, Salesforce, and many other apps.
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1

Set the Salesforce trigger as “Case record created”

Add the Salesforce trigger to initiate your playbook's actions when a case is created.

To do this, click "Add trigger" in your playbook. Select the "Case record created" trigger option from the dropdown menu under Salesforce. It will enable your playbook to automatically identify newly created cases and trigger necessary actions.

If you still need to connect your Salesforce account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when a Salesforce case is created.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when a Salesforce case is created without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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