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            Create a Research Request Case Slack Channel Education

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            Create a Research Request Case Slack Channel Education

            Modify the Prospect Research: Create Research Request Case flow. When your team creates a research request case, the updated flow creates a Slack channel so that relationship officers and researchers can collaborate on research requests directly in Slack.

            Required Editions

            Available in: Lightning Experience
            Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions
            Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To configure flows:

            Modified Education Cloud Full Access permission set

            AND

            Manage Flow

            Before you start:

            1. From Setup, find and select Flows.
            2. Select Prospect Research: Create Research Request Case.
            3. Click Save as New Flow.
            4. Modify the Create Research Request Case element.
              1. Select the element, and then click the Research Request Case component.
              2. In the Properties panel, select Show Slack Channel.
                When the flow runs, the Create Research Request Case screen shows a Create a Slack Channel for this Research Request checkbox. To change the checkbox text, enter a custom label.
            5. Save your changes.
            6. After the Create Research Request Case Record element, add a Decision element.
              The Decision element checks whether the createSlackChannel variable equals true.
              1. Click Add Element.
              2. Search for and select Decision.
              3. Give the element a label. For example, enter Have Slack Channel to Create?.
              4. For the New Outcome path, enter Yes as the outcome label. Also enter a distinct outcome API name. For example, HasSlackChannelToCreate.
              5. For Condition Requirements to Execute Outcome, set these conditions.
                • For Resources, select the Create Research Request Case screen, select the researchRequestCase screen component, and then select createSlackChannel.
                • For Operator, select Equals.
                • For Value, select True.
            7. For the Yes path, add an Action element.
              1. Click Add Element.
              2. Search for and select Create a Salesforce Channel in Slack.
              3. Give the element a label.
              4. To set the Salesforce Record ID input value, from All Resources, select Case from Create Research Request Case, and then select Case Source ID.
            8. Make sure that both the Yes and Default Outcome paths connect to the Success Message screen element.
            9. If you want to show an error message when the Slack action fails, add a fault path to the element.
              1. From the Slack action element, click More Actions, and select Add Fault Path.
              2. Click Add Element, and then click Screen.
              3. Configure screen properties. You can model this element after the existing Display Error screen element in the flow.
            10. Save and activate the flow.
             
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