Be notified in Slack of new Salesforce custom objects
Salesforce is a highly versatile customer relationship management software that can be customized to satisfy a range of business needs. One example of Salesforce’s customizability is its "custom objects" function, and this tutorial walks you through how to make sure your team knows when those custom objects are created, so they can better track what's happening with the business.
Salesforce comes with a variety of what’s called “standard objects.” These are information categories like accounts, contacts, and opportunities that you can fill out to complete a customer profile.
Custom objects store information that is unique to your organization. So if your company needs to track information not built into Salesforce, you’d use custom objects to make that happen. To learn more about custom objects, you can head over to Salesforce.
If custom objects help you run your business, you may want to notify your team in Slack when they are created, to make sure everyone is on the same page. That's where Zapier comes in.
You can set up a Zap to post a message in Slack every time a new custom object is entered into Salesforce. (There is a native integration that lets you push notifications into Slack for new standard objects, but not for custom objects. For more information on that function, visit the Slack Help Center or the Salesforce Help Center.)
Being notified of custom objects in Slack can help streamline workflows by creating less manual back-and-forth between Salesforce and Slack. Here’s how to do it.
Connect Slack to Salesforce to be notified of custom objects
If you're confident in the process, you can click Use This Zap in the box below. If you'd like a walk-through, keep reading.
The first step is to sign into Zapier. You'll then be asked to sign into your Salesforce and Slack accounts. Then you'll see the screen to set up your Zap. If you followed the above link, you'll see that your Salesforce and Slack accounts are pulled in.
Next, choose the type of custom object that will kick off the slack notification. You'll need to have already set up the object type in Salesforce to be able to select it. You'll do the same to select the Slack channel where you want the notifications to go.
Once you've made those selections, you can click the button that says Turn on Zap, and you'll see notifications in Slack for your new custom objects.
If you want to fine-tune things, you can go into advanced mode, by clicking the link that says Go to Advanced Mode.
If you do that, you'll see the Zap broken into steps, starting with a screen that has this information pre-filled.
Next, Zapier will prompt you to pick which type of custom object you want to set off this automated workflow. There's also a spot to set a limit. Right now, Salesforce can send up to 200 items at one time through Zapier. If you try to send more than that, Zapier will only see the last 200. Setting the limit will separate large batches of information so you don't hit that limit.
Once Zapier tests the connection, you can move on to creating the Slack notification. Using the link above, the criteria for this step should already be filled out as follows:
The last step is to customize the way the message appears in Slack. The information you provided about what kind of custom object starts this workflow will already be pulled in (our screenshot shows some sample information—yours would reflect whatever kind of custom object you selected earlier).
You'll get to decide what the message includes, how it's posted, and whether it gets posted in a thread. Most of these are optional, but here's the list of criteria you can provide:
Channel (required): The channel where you want to see notifications of new custom objects in Salesforce.
Message text (required): What you want the Slack notification to say when a custom object is created in Salesforce. If you want to format your text, use the same styling you would use in Slack, like surrounding your text with asterisks to make it bold.
Send as a bot? (optional): Whether or not you want the Slack message to be sent from a bot account.
Bot icon (optional): An image to compliment the Slackbot’s account.
Include a link to this Zap? (optional): If you select “yes,” a link to this Zap will be added to the end of the message, making it easy to edit the Zap with one click.
Attach image by URL (optional): If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-expand links? (optional): If you select “yes,” a widget for the corresponding link may be clickable (such as a Youtube video).
Link Usernames and Channel Names? (optional): This gives you the option to turn usernames and channel names into hyperlinks.
File (optional): Option to select a file to include with your message.
Thread (optional): Option to include notifications as part of a thread
Broadcast To Channel? (optional): If you select “true,” the message posts in the thread and channel. This step is ignored unless the message is part of a thread.
With your message customized, you’ll be asked to test your connection. Then you’re ready to start receiving notifications for new custom objects in Slack!