Slack for Multisite and Auto Quotes

Set up the Slack integration to enable automated notifications and collaboration for your multisite quote and auto-quote processes.

For example, When a sales rep initiates a Multisite Auto Quote or an Auto Quote process on an opportunity, Salesforce starts an asynchronous background process to sync Opportunity Product Recipients (OPR) to Quote Line Item Recipients (QLIR).

To track the job's progress, Salesforce creates an AsyncOperationTracker record with the JobType set to MultisiteAutoQuote or LoadSalesRecipientData, and the Status initially set to In Progress.

When the job finishes, the Status field updates to Success or Failure. This status change triggers a notification informing the relevant user or system that the OPR to QLIR sync succeeded or failed. To prevent unnecessary alerts, the notification is conditional: it is never sent when the quote process is initiated, and it is dispatched only when the JobType is LoadSalesRecipientData or MultisiteAutoQuote.

The notification isn't sent when the quote process starts. Instead, it triggers when the background sync finishes, informing the user or system whether the OPR to QLIR sync succeeds or fails.

• Enable the Slack App
  Activate the Slack integration within your Salesforce organization to begin the connection process.
• Assign Sales Cloud for Slack Permissions
  Provide users with the necessary access levels to interact with Slack features from within Salesforce.
• Configure Data Sharing Options
  Determine how record information and object types are displayed when shared within Slack channels.
• Install the Sales Cloud for Slack Application
  Complete the integration by installing the Salesforce application in your company's Slack workspace.
• Enable Swarm Object Access
  Update user profiles to allow sales agents to create and edit swarms for collaborative quoting.
• Activate the Notification Flow
  Enable the automated trigger that sends notifications to Slack when quote operations are completed or encounter errors.
• Customize Notification Content
  Modify the icons and labels of Slack notifications to align with your organization's branding and communication style.
• Manage Notification Delivery Channels
  Configure where users receive notifications by enabling or disabling specific delivery platforms.