Secondly, Slack provides a series of APIs ( Events API, Web API, and more) that you can use to interact with the installed app. This is done through a UI, either manually or by copying a manifest.yml file, and no code is needed at this point. First of all, we need to define the app at in a Slack workspace that can later be distributed in various ways. When we create a Slack app, we really need to do two things. To see the app in action, watch this demo. Managers can approve or reject new travel requests from the message. On the other hand, Salesforce sends notifications in different cases, such as when a travel request submitted by the user has been approved or rejected, and when a new travel request needs the user’s attention.

Or, if they want to see more details, they can click a button to view the record in Salesforce. Within Slack, they can approve or reject them. Managers can also see pending requests to review on the home page. Travel approvals reside in a Salesforce custom object.Įmployees can create travel requests from Slack using a global shortcut command.įrom the app home, users can see a list of the travel requests that they’ve submitted for approval. After giving it some thought, we decided to create a travel approvals app. We wanted to create a sample app that used Slack and Salesforce, and we wanted to showcase how to scaffold the app, how to implement the authentication with Salesforce, and different options for communicating in both directions - from Slack to Salesforce and from Salesforce to Slack. When we started to think about this project, several use cases came to mind.

Part 4 – Local Development and Debugging.Note: Some parts of this app have been live coded by my colleagues Mohith Shrivastava and Kevin Poorman in their codeLive video series: Building with Slack.Ĭheck out the rest of the blogs in this series here: Learn along with us while we build Ready to Fly, our new sample app for submitting and approving travel requests in Salesforce without leaving Slack. This is the first blog post of a series in which we cover the whole process of creating a Slack app that integrates with Salesforce from scratch. Building a Slack app that integrates with Salesforce involves some challenges, such as knowing the right integration capability to use on each case, picking the right authorization flow, and implementing it securely.

Salesforce slack integration