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Service for Slack (beta)

This will be your one stop shop for receiving support during the Service for Slack beta period. Creating support cases, asking general questions and providing product feedback will all be done through this community up until the feature is GA

I'm unsure what I'm missing. I have followed the configuration guide and set up the connector between our Servicer Cloud and Slack.

On a case record I press the 'send to slack' button but I cannot select Cases (or any standard object) I only have the custom object I configured. This field is mandatory so I cannot proceed without putting something. 

Can anyone help in what I am missing? 

2 risposte
  1. 28 nov 2022, 23:33

    Thanks for the information  Naresh but from what I understand the standard set up allows the function to send to slack from standard objects, Opportunities, Accounts, Contacts and Cases.

    When I click on the Send to Slack button I cannot select a Salesforce Object.  I am going to try and uninstall the app and reinstall it but wanted to check if I had missed something or anyone else has experienced the same. 

     

    Thanks for the information Naresh but from what I understand the standard set up allows the function to send to slack from standard objects, Opportunities, Accounts, Contacts and Cases.

     

    slack2.png

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If I followed help page, Expert Finder is not working. 

I just want to know or give me advises that someone can set up Swarming correctly by using help page. I am using Developer Edition to test it out now. 

1 risposta
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I'm aware that within Slack, the user can go to "More Actions" and select the option to push the message to Salesforce, were it lands in the Feed.  I like and need this feature, but what I *really* want is  for all the back and forth messages in a swarm channel to be copied over into the Feed.  To me, it's just as important to have all the brainstorming information that came to the answer documented into the case as it is to just have the final answer.  When there are 20 or 30 or more slack messages on a given topic, it's annoying and not efficient to push each of those messages over to Salesforce one at a time.  

 

Our long standing process before swarming became available would be to copy the full conversations out of slack and paste them into the Feed in Salesforce.  If I can't push the whole conversation over in one push, or better yet, have the swarm conversations get automatically logged into the case's Feed, swarming has just a marginal set of benefits compared to our standing copy and paste approach.   

 

Am I missing something in my configuration or not understanding how to get to the feature I'm looking for?

4 risposte
  1. 19 set 2022, 13:28

    Or better yet, just "Embed" Slack in Salesforce as the new "Chatter"  :)

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Hello! The Salesforce’s Research & Insights team is looking for feedback from admins and users of the Service Cloud-for-Slack-app. We want to know your thoughts on the experience, usefulness & satisfaction of using the Service Cloud-for-Slack-app. Please provide your feedback here by Tuesday, 9/27 to have your voice heard by our product managers who will be reviewing the feedback in October! Please feel free to share the link with your colleagues so they can also offer their feedback! This is not a sales call, this is strictly for research purposes. Thank you!

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Hi, we are using the slack swarming Beta Feature in our production. 1. since last week's message was generated on the slack channel when we begin swarming it not included the case number. the message Case | Record Name is restricted. the image is attached. how can we fix this issue?

Case Number is restricted

 2. view case button is not working and showing an error.  

IMG_7067.jpg

 thanks  Willy

4 risposte
  1. 15 set 2022, 12:50

    @HQ-TVLK-CXE Willy Chiandra this should now be fixed. I believe a fix was released last week.  If you're still seeing this issue then try signing out and back in to the app and if it persists, you'll need to raise a ticket with support so they can troubleshoot.

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Hi, we are implementing the Slack swarming Beta Feature. there is several users that receives an error message on the final screen in start swarming. the slack swarming channel is successfully created on slack.  Also from slack swarming channel, the users that have error message in final step on start swarming also have an error when clicking the button view case.  is there any missing permission related to this? since this only happens to several users.   thanks willy

 

Start Swarming finish with error message

1 risposta
  1. 12 ago 2022, 04:17

    hi, the issue is resolved. the root cause is because we not add service cloud slack app into the slack channel. thanks

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Hi, 

I am trying to set up an integration where a notification is posted to a Slack channel when a field is changed under an Account record.

 

I have installed all the apps and connected the environments but still can't get a notification to appear in Slack.

 

Any suggestions?

 

Thanks

Hiten

4 risposte
  1. 29 lug 2022, 11:20

    @Hiten Kacha

    Did you resolve this yet. If not, check out this document which has guidance and examples for leveraging the Slack Flow Actions with steps on what to include.

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Out of curiosity, is it possible to disable or remove the "Swarm member created" on the case feed?

 

Some user groups that are currently in Slack are fairly large, and when adding them to a swarm channel, the swarm member created notification bloats the case feed.

2 risposte
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    25 lug 2022, 07:03

    Hello,     Just checking in to see if you need any further help on this

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Hi There, I'm in the middle of setting up the case swarming app in slack/salesforce. following video link that I got from the salesforce sales engineer in this link https://salesforce.vidyard.com/watch/6M1BnZwxtxHwQTYz81Cf8h in minutes 2:57. at step adding new deployment the action to actions & recommendations, the actions items are not available for me to select on my production org.  attached screenshot from the video and from my production org. Raised the case to salesforce support but it referred me to this group for all related to salesforce and slack integration.  please help.  thanks  Willy  from video

Slack Swarm actions item not available for action & recommendations deployment

 On my Production Org.

on my production org.jpg

7 risposte
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