Prerequisites

  1. Install and set up Slack for Salesforce in your Org
  2. Install the Contracts for Salesforce Slack Integration package located here. 

Configure Process Automation Settings

  1. In Salesforce, navigate to Setup > Process Automation Settings
  2. Select a Default Workflow user and click Save

Configure Slack Actions in Flows

  1. Navigate to Setup > Flows
  2. Click Create Slack Channel

  3. In the flow, click one of the Slack icons labeled Action:

    You must configure every Slack Action in your flow. 

    • Click Edit Element
    • Under Slack App, select Salesforce for Slack
    • Under Slack Workspace, select the name of your workspace
    • Under Execute Action As, select Slack App
    • Click Done
    • Click Save in your flow
    • Click Activate
  4. Return to Setup > Flows
  5. Click Slack Contract Status Alert
  6. Configure each Slack Action the same as in Step 5.
  7. Return to Setup > Flows
  8. Click Slack New Version Alert
  9. Configure each Slack Action the same as in Step 5.

Add a Create a Slack Channel button to your Contract Agreement Object

  1. Navigate to Setup > Object Manager
  2. Search the for Contract Agreement object and click on its name. 
  3. Click Buttons, Links, and Actions in the left navigation menu. 
  4. Click New Action
  5. For Action Type, select Flow
  6. For Flow, select Create Slack Channel
  7. Enter a Label and Name
  8. Click Save

When you navigate to a Contract Agreement, a Create Slack Channel button is now available in the upper right menu. For more information, see Creating a Slack Channel with the Contracts for Salesforce Slack Integration.