With commands, you can view, edit and create any record right from Slack without any activity happening in Salesforce. All you need to do is type “/rattle” in your Slack message bar.
Configuration
Create record
You can create any record for any Salesforce object using the ‘Create record’ in commands.
In the commands section, select the Salesforce object that you want to create. And select ‘Create record’ as the ‘Type of command’
In the ‘Select create fields’ box, fetch all the fields that you want to populate while creating a new record.
Re-sync your Slack app to access these commands. Enter "/rattle-create" in the Slack message bar to create new records.
Search record
You can access any record for any Salesforce object using the ‘Search record’ in commands.
In the commands section, select the Salesforce object that you want to access. And select ‘Search record’ as the ‘Type of command’
Enter the opening text and select message body fields the way you do it while configuring a workflow. This section will demonstrate how your Slack message will look like.
You can select action buttons to update fields of this object or create lookup objects related to this object. Refer to the article here to learn more about buttons.
Re-sync your Slack app to access these commands. Enter ‘/rattle’ followed by the record name in the Slack message bar to access it.
SEE ALSO