![]() When you want to create a webhook in Slack, it is necessary to have a previously created app because webhooks are a feature provided by Slack apps. To learn more about Webhooks visit -> Sending messages using Incoming Webhooks | SlackĪn app in Slack allows you to extend and customize the functionality of Slack to tailor it to your specific needs. This allows you to automate actions and maintain your team updated in real time (Webhooks are awesome!). You can receive notifications from specific events like: mentions, new messages and change in channels, among others. You can send text messages, attach files, add interactivity and customize the appearance of messages using enriched text format. ![]() When you set a Webhook in Slack, you get an unique URL that you can use to send data to a channel or receive notifications in your external app. In this case, from Salesforce and to Slack. Webhooks are endpoints that allow to receive and send information via HTTP. To allow our Slack channel to receive notifications from Salesforce, we will generate a Webhook and create an App. In order for communication to be effective we need to make some adjustments in our Slack site and in our Salesforce org. When a team member marks a task as completed by clicking the 'Completed' button, a personalized message should be sent to the #completedtasks channel, indicating that the task has been completed. In this channel, completed tasks by each team member should be posted. The team has its own workspace in Slack, where they have a communication channel called #completedtasks. This is useful in cases where this task is required for the completion of another task. It is necessary for all team members to be notified when a member marks a task as completed. In "My Tasks," team members can view their assigned tasks, input the hours it takes to complete a task, and mark a task as completed. Completed Button: Allows marking a task as completed.Submit Button: Allows adding work hours to a task.Estimated Hours: Estimated hours to complete the tasks.Status: Task status (In Progress, Completed).This tab displays the tasks that are assigned to a team member and the task fields: The app has a Lightning Web Component (LWC) that contains the "My Tasks" tab. It was developed by our team, along with the amazing Camila Moreno Ricca and Brian Valdiviezo. Project Management is a project management application used in process automation for collaborative work. The object whose record we will update belongs to the "Project Management" application. In this article, we will focus on point 1 (Real-time notifications), for which we will update a record in an object in Salesforce and send a customized message to a specific channel in Slack. Process automation: By sending messages from Salesforce to Slack, you can trigger workflows in Slack to perform specific actions, such as creating tasks, assigning responsibilities, or sending notifications to other systems or tools.Alerts and reminders: Set rules in Salesforce to send alerts and reminders to Slack channels. ![]() This allows teams to stay informed of important updates in real time, such as new leads, closed opportunities, and support tickets, among others.
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