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:

  1. For any request on the Triage channel, click on the More Actions button.

  2. This will open a modal. Here, select the File a Salesforce case option and proceed.

  3. This successfully converts the request into a Salesforce Case.

  4. 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.

Last updated