Create Salesforce Case from Slack

Create Salesforce Case from Slack

Slack for Service can be used to create Salesforce Case directly from the Slack application.

Prerequisites:

1. Initial Slack Setup completed.

2. Service Cloud for Slack Enabled.

3. Sign up and create a Workspace in Slack – https://slack.com/get-started#/createnew.

4. Install Service Cloud for Slack App.

We can then use the following command to create the Salesforce Case directly from Slack.

/service-create case

Output:

Users will be able to select the Record Type for the Case creation.

We will get confirmation once the Case record is successfully created in the Salesforce Org.

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