Hello - I am trying to create a digest in various slack channels to provide a summary of any new, open or recently closed tickets in Service Cloud. I'm getting stuck because each Case Object type appears to be specific to individual cases versus a status like; new, open or resolved. Has anyone developed a workflow like this and can provide some guidance?
1 risposta
There are a couple of ways you can approach this:
- Scheduled Flow + Slack Webhook
- In Salesforce, create a Scheduled Flow that runs once a day (or on your preferred cadence).
- Add Get Records elements to query Cases by status (e.g., Status = New, Status = Working, Status = Closed within the last 24 hours).
- Format a summary message string (for example: “3 new cases, 5 in progress, 2 closed today”) and send it via a Slack Incoming Webhook to the target channel(s).
- Report-based Approach
- Build a Salesforce Summary Report that filters by Created Date or Status.
- Use a tool like Salesforce Scheduler or a lightweight integration (Zapier, Workato, etc.) to post the report link or key metrics into Slack at scheduled times.
- Scheduled Flow + Slack Webhook
