We want our users to be able to stay in Salesforce but use Slack to communicate about records. I am running into an issue with notifying a user when they've been mentioned on a Salesforce record via the Slack Channel.
Is it possible to build a notification within Salesforce, such as a Bell notification, when a user is mentioned in a Slack Channel on a Salesforce record?
Again, ideally I'd like to keep users in Salesforce.
#Slack Basics
Yes, it's possible, but the exact approach depends on how Salesforce and Slack are integrated in your organization.
If you're using Salesforce records that are linked to Slack channels (for example through Salesforce's Slack integration), a few options exist:
Salesforce Flow + Slack Action
Create a Salesforce Flow that triggers when a record is updated.
Detect when a user is mentioned (e.g., in a custom field, Chatter post, or comment).
Use the Slack integration action to send a direct message or channel notification to the mentioned user.
Slack App / Custom Integration
Build a custom Slack app that listens for Salesforce events.
When a mention occurs on a record, the app sends a DM or channel alert to the relevant Slack user.
Salesforce Apex Trigger
If the mention logic is complex, an Apex trigger can detect mentions and call Slack's API to generate notifications.
