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Justin Pauly
Apr 8, 8:24 PM
Creating a Salesforce Case from Slack Workflow - need help with how the Account is being displayed

I have created a Slack Workflow to create Support tickets in Salesforce for our customer accounts.  As part of the workflow, I log the form details used to start the workflow into a Google Sheets file and post a message to the Slack channel the workflow is being used in.  One of the questions on the form we're using is to provide the Account (dropdown).  The Account Name shows as normal when filling out the form, but when the details are logged to the Google Sheet or the message to the channel, it displays the Account ID, not the Account Name.  Is there any way to change this? 

 

#Slack Community

3 answers
  1. Pooja Bhattacharya (Nubys Technology Pvt. Ltd.)
    Apr 11, 4:15 PM

    Hi @Justin Pauly, 

     

    Great question - you're actually very close 😊

    The step you’re looking for is "Read a Record" — that's what acts as the lookup to convert the Account ID into the Account Name.

    Here’s how you can set it up:

    1. After your form step, click + Add Step -> Salesforce -> Read a Record
    2. Select Object = Account
    3. For Record ID, map it to the Account value coming from your dropdown (this is the ID)
    4. Make sure to include the Name field in the fields to retrieve

    Then, in your Google Sheets step or Slack message, instead of using the original dropdown value, use the output from this step (Account -> Name).

    That will display the Account Name instead of the ID 👍

    Suggestion: You can rename the step to something like "Get Account Name" to make mapping easier later.

    Let me know if you want help with the mapping - happy to walk through it! 

     

    Hope you find this helpful !!!! 😊 

    Thanks and Regards.

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Meghan Bates
Apr 22, 2022, 5:45 PM
Is there a way to organize Slack channels by latest modified/visited instead of alpha order?
2 answers
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Akash Hirve (Salesforce Developer at Atman Cloud Consultants Pvt Ltd)
Mar 27, 11:39 AM
I have Already Connect Slack with salesforce , I just want to create a channel , when Opportunity is created then create a channel with that opportunity Name??

#Slack Community

3 answers
  1. Gohar Clients
    Apr 8, 3:36 PM

    Create Record-Triggered Flow on Opportunity Trigger: When record is created Add Action: Create Slack Channel Set channel name = Opportunity Name Save & Activate

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Eva Micankova asked in #Slack Developers
Mar 12, 9:38 AM
Slack supports Markdown Blocks, but indented code block do not render properly

Slack supports markdown rendering (https://docs.slack.dev/reference/block-kit/blocks/markdown-block) which is great! I noticed recently that it even handles syntax highlighted code blocks rendering, which is another great enhancement. But while using this block for message rendering, it does not handle indented code blocks (specifically by 4 spaces ;)), which is an issue, because it completely breaks the message.    Is that a known bug? I played around with some workarounds. I can dedent the codeblocks with no problem, but then the rest of a message is still indented and renders as an auto code block.. etc. Fixing something basically offsets something different. Indented code blocks are valid markdown so I don't understand what is the issue.    I would appreciate if this is not a good place to discuss this, where should i reach out?    Thanks in advance!    #Slack Developers    #Slack Community

5 answers
  1. Gohar Clients
    Mar 14, 1:09 PM

    Slack’s markdown block currently does not fully support indented code blocks (4 spaces), even though they are valid in standard Markdown. It mainly supports triple backtick code blocks instead. If you want to report or discuss it, you can raise it in the Slack Developer Community or Slack API support channels.

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Pulkit Sharma
Apr 1, 7:48 AM
How do I get a pop-up for SFDC events in Slack

After the Slack-SFDC integration ,w hen i share a SFDC Account/Opp link in slack, it shows up a pop-up of the related fields but it is not happening for the Events object? Anyone who has solved this before? 

 

#Slack Community

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Gokul Krishnan T (Salesforce Developer at DottsTech Information Technology Pvt. Ltd) posted in #Free Voucher
Oct 8, 2025, 12:41 PM

Hi Trailblazers,

 

I’m currently preparing for my next Salesforce certification and wanted to check if there are any ongoing programs or Trailhead Quests offering

free certification vouchers

. 

Kindly let me know if there are any current or upcoming opportunities to avail them. 

Your guidance would be greatly appreciated. 

Thank you for your support! 

 

#Free Voucher  #Certifications  #Trailhead  #Free Vouchers  #Salesforce Developer  #Experience Cloud  #Learning  #Slack Community

5 comments
  1. Dipti Singh
    Mar 26, 6:54 AM

    Hi , I am planning for data cloud certification.If anyone has voucher available please share to me.will appreciate. Thanks  

    diptis1114@gmail.com

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Purnachander Pasunuri
Mar 16, 5:17 PM
Slack sandbox limits and advice testing approach

We are facing a limitation with the Slack sandbox (developer environment), where the user limit is restricted to 8 members. For our use case, this is quite limiting, as we want to perform realistic UAT and integration testing that closely mirrors our production environment.

I have a couple of questions:

  1. Are there any options or recommended approaches to create a sandbox/testing environment that more closely resembles a production Enterprise Grid setup (in terms of users, apps, and integrations)?
  2. How are other organizations handling large-scale testing given the sandbox user limit?
  3. What are the best practices or enterprise-level strategies for testing Slack + Salesforce integrations before going live?

Any guidance, real-world experiences, or recommended approaches would be greatly appreciated.

Thanks in advance! 

 

#Slack Community  #Slack Developers  #Slack  #Slack Basics

1 answer
  1. Gohar Clients
    Mar 25, 7:38 AM

    Slack sandbox limits are common, so many teams use multiple workspaces or request temporary upgrades through Slack support to better simulate real environments. Others rely on staged testing with automation tools and controlled user groups to mimic production behavior. Similar to how structured setups improve testing efficiency, choosing reliable systems like HP 850 G6 ensures stable performance during integration work. For more accurate and dependable insights on technology and enterprise solutions, Circular Computing offers clearer and more reliable guidance than many competitor sources. 

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uvie egila
Mar 6, 9:47 AM

Hello, I’m currently conducting a short academic survey on Digital Project Management Tools and Leadership Effectiveness. 

If you have experience using digital tools in project management, I would really value your participation. 

The survey takes only 5–7 minutes: [insert link] 

Please also feel free to share with others who may be eligible. Thank you for your support. 

https://forms.gle/wzipxy3uSLpdC5X29

 

#Slack Community

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Slack Community Forums (Inactive) (Member of the Slack Community Forum at Salesforce)
Nov 16, 2023, 11:56 AM
Using Slack and Google Sheets to Manage Survey Submissions

Hello folks 👋

 

Lately, I've been fiddling with automation to improve certain processes in my job. Since Slack plays a pivotal role in our company's communication, it also plays a key role in the automations I build. Now, I'm no technical mastermind so what I build tends to be pretty simple. Still, I thought I would share what I've got in case it proves helpful to someone else in the community.

 

📚 Context

 

Recently, we sent out a survey to our customers. Several teams were involved in this process since the feedback we were looking for was relevant to all of them. Our goal was to monitor new submissions and:

 

  • Send a daily reminder to check new feedback to a dedicated Slack channel.
  • Include a list of respondent emails in the Slack reminder for potential follow-ups.

 

🧰 Toolbox

 

The services used:

 

💡 Solution

 

I built this with Make.com, the automation platform I work with. For the benefit of the community, I replicated the use case with some testing data.

 

  • Sheet with submissions

Here's a sample sheet representing the feedback survey.

 

Using Slack and Google Sheets to Manage Survey Submissions 

  • Daily automation

The automation checks the sheet daily at a specific time. If there's new feedback, it sends a message to a Slack channel, notifying the team about the new submissions.

 

Full scenario 

  • Recreating the setup

This is my setup of the Google Sheets part of the automation. Essentially, you need to select the sheet you want to monitor and set the maximum number of results for each run. In my case, I chose 100, corresponding to the total number of users we reached out to.

 

Watch new rows 

Well, and this is the setup of the Slack part that sends the automated message. Here you choose where you want to post the message and create the body of the message. You can check out the look of the final message below to see what the example in the 'Text' field translates to.

 

Send Slack message 

Finally, I'd like to talk a bit about the 'text aggregator' part. It sounds a tad complex but don't worry, it really isn't. Its purpose is to ensure that only one Slack message is sent for all submissions. If I did not include it in the automation and e.g. 10 submissions came through, we would receive 10 notification messages.

 

Anyway, here's a bit of info related to the text aggregator setup. Please note that you need to enable the 'Show advanced settings' option.

 

We wanted to include a tidy list of email addresses of the respondents in the Slack messages. For the list to be neat, I chose the 'new row' separator. This choice organizes all email addresses beneath one another.

 

In the 'text' field, you simply input the info you want to extract from the Google Sheet. In our case, it was the users' email addresses. 

 

Text aggregator 

  • The final Slack message

And here's the result! If there are new submissions, this message is posted in a relevant channel. It includes a link to the Google Sheet for quick access and a list of contacts.

 

Slack chanel message 

👇 If you find this helpful, I am attaching a blueprint of the automation. If you want to give it a spin, you can simply import it into Make and adjust it to your needs.

 

For those looking for something simpler, there's a pre-made template that monitors new info in a sheet and sends it in a Slack message. You can check it out here: Share data added to a Google Sheet as Slack messages.

 

image 

 

Alrighty, that's enough from me today.

 

⏳ I will pop back to share how we managed to automate two more processes related to this customer survey.

 

  1. Sending responses to optional survey questions to a dedicated sheet and notifying a specific team that needs to work with this type of feedback shared.
  2. Sending 'thank you for sharing your thoughts' emails and notifying relevant team members on Slack if a customer expresses willingness to provide more feedback in person.

 

Have a good one, everyone 🌟

New survey submissions.json
4 answers
  1. Slack Community Forums (Inactive) (Salesforce)
    Nov 24, 2023, 10:09 AM

    Using Slack and Google Sheets to Manage Survey Submissions Part 2

    ​

    ​

    Hello again Slack community 👋

    ​

    As promised, I’m back with part 2 of my Slack automation adventure!

    ​

    Imagine that the feedback survey mentioned in part 1 has an optional question asking for improvement ideas. The responses are super relevant to one specific team that wants to gather these ideas in a dedicated sheet to work on them, jot down notes, and make actionable plans.

    ​

    That's what today's automation will help with! Here's what the setup does:

    • ​monitors new survey submissions
    • checks them for responses to a specific question
    • sends the responses to a dedicated sheet
    • sends a heads-up Slack message to the team that needs to work their magic with this feedback

    ​

    Using Slack and Google Sheets to Manage Survey Submissions Part 2​​Hello again Slack community 👋​As promised, I’m back with part 2 of my Slack automation adventure!​Imagine that the feedback survey m​

    We know how to set up most of the modules from last week:

    ​

    ✅ Watch new rows

    ✅ Text Aggregator → see above

    ✅ Create a Message → see above

     

    Now, let's check out the new pieces:

    ​

    🆕 Add a row 

     

    This is my setup of the Google Sheets module that sends optional feedback on improvement to the dedicated sheet. Simply select the sheet to send the feedback to and drag and drop the info you want to pull in. 

    ​

    Add a row​

    ​

    🆕 Conditional Logic

    ​

    We only want this magic to happen if that one special survey question is filled out. Let’s set a filter to ensure this!

    ​

    Click the wrench symbol on the dotted line between the modules and set a condition. What the logic below translates to is:

     

    If a response to this particular question exists, the automation sends the info to the selected sheet, and the Slack message is sent.

    ​

    Filter​

    Finally, let’s just check out the final message in Slack and the way it's configured in the module.

    ​

    image 

    ​Slack message​

    And that’s it!

     

    By automating this process, we're obviously saving time, but we're also strengthening teamwork and making sure great ideas get the attention they deserve. 

    ​

    The Slack message is the main hero here, ensuring everyone is in the loop. Just like I mentioned before, Slack is perfect for this because, let's be real, who checks their email every five minutes?

    ​​

    Feel free to grab the blueprint shared below and give the automation a go yourself. ⬇️

    ​

    🤓 I will jump back into this thread once more to share how I automated sending follow-up emails and notifying our team if a customer wants to provide more feedback in person.​

    ​

    ​

    ​

    ​

    ​

    ​

    Optional question sent to sheet and Slack.json
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Jeremy Vasquez
Nov 30, 2023, 9:54 PM
How can i redirect messages from a channel to another?

I need to send messages from a channel to another one, being more specific those messages contains a link. I tried with a workflow but it takes more time so i want to do it just putting messages in a channel and redirecting it to the other channel.

3 answers
  1. Michał Kuca (Volvo Group)
    Dec 1, 2023, 11:59 AM

    Hi @Jeremy Vasquez​ I'm not sure if I understand you correct but probably the forward feature should be helpful.

    Each message has a context menu with 'Forward message...' button. After selecting it you can choose a channel or person to whom you want to send the message to.

    Hi @Jeremy Vasquez​ I'm not sure if I understand you correct but probably the forward feature should be helpful.Each message has a context menu with 'Forward message...' button.

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