Create Salesforce Cases from Triage
Requests in the Triage channel can be easily converted to Salesforce Cases using the More Actions
button. Follow the below steps to do so:
For any request on the Triage channel, click on the
More Actions
button.This will open a modal. Here, select the
File a Salesforce case
option and proceed.This successfully converts the request into a Salesforce Case.
We create and update a field
Is_Clearfeed__c
for all new cases that are created from the ClearFeed integration. This can be used to identify cases created from Slack
The corresponding request channel thread on Slack now displays the Title
, ID
, and Status
of the Salesforce Case.
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