Quick summary
This demo walks you through building a Zapier automation that connects Salesforce Chatter to Slack, so every new Chatter group automatically sends a channel message. Setting up this Zap requires no coding and takes just a few minutes inside the Zapier editor.
Steps
- Hit Create > Zap on the left sidebar to start a new Zap.
- Click on the Trigger to define the trigger event.
- Select Chatter from the listed apps as your trigger app.
- Set the Trigger event to New Group.
- Click on Account and connect your Salesforce account.
- Enter your Salesforce credentials and click Yes, Continue to authorize access.
- Select your Action event in the Zap editor.
- Search for and select Slack as the action app.
- Choose Send channel message as the Slack action.
- Connect your Slack account if it is not already linked.
- Click Publish to activate the Zap and establish the connection.
