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We're currently facing an issue while trying to set up a flow in Salesforce to send messages to Slack when specific fields are updated in an opportunity.

Here's what we've done so far:

  • Connected Salesforce with Sales Cloud for Slack app.
  • Assigned the "Sales Cloud for Slack" permission set.
  • Invited the Sales Bot to the desired Slack channel.
  • Created a flow in Salesforce to trigger Slack notifications when certain opportunity fields are updated. enter image description here

We successfully tested the connection with the debug function with a test opportunity in our flow. The Sales Bot app was able to send notifications to the right channel. However, when we activate the flow and change the fields in the same test opportunity, we can not receive any Slack notifications. enter image description here

We've checked our configurations and can't seem to identify where the problem lies. Could there be any potential issues we might have overlooked? Any insights or guidance on troubleshooting this matter would be greatly appreciated.

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  • when activated, what does the debug log look like? Is the flow's entry condition met? Does the RFI decision get the correct outcome?
    – cropredy
    Commented Feb 17 at 0:47
  • Exact the same problem for me. Created the flow. In debug it works, when doing the same in field it does not work. Actually, it worked, but then suddenly stopped working. That's so unstable and unpredictable.
    – Tema1995
    Commented Apr 23 at 10:09
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    @Tema1995 I know where my flow problem had. We asked sf support and they said that we can't use the "IsChanged" operator now, it may come in the future. Do you need this too? If so, you need to create another before save flow to update a ckeckbox to achieve the "IsChanged" effect.
    – user145782
    Commented Apr 24 at 11:41
  • @user145782 ok, yes, I use 'isChanged' in my flow. Thanks, I will try to remove it and see if it works.
    – Tema1995
    Commented Apr 25 at 12:12
  • @user145782 I just checked. It seems to be working. Great thanks for the idea. Sometimes salesforce blows my mind. Who could have guessed that you need to remove 'isChanged' from the flow to make it work.
    – Tema1995
    Commented Apr 25 at 13:12

1 Answer 1

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Flow Trigger:

  • Trigger Type: Double-check that your flow is a record-triggered flow with Opportunity as the object and triggered "After Trigger." Avoid using "Before Trigger" as it might not capture updates if other validation rules trigger.
  • Criteria: Ensure your trigger has no criteria that might be unintentionally filtering out the desired updates. Keep it simple at first and test with all updates.
  • Schedule: Verify the flow is not scheduled, as this can override the record-triggered behavior.

Field Update:

  • Field Accessibility: Are the updated fields accessible to the user running the flow? User profiles and permission sets can restrict field access.
  • Data Type Mismatch: Check if the data type of the updated field in your flow matches the actual field data type. Mismatches can cause errors even if debug shows success.

Flow Elements:

  • Slack Action Configuration: Is the selected channel correct in the "Post Message" action? Is the bot user invited and active in that channel?
  • Variable Mapping: Confirm that the field values are correctly mapped to the corresponding variables in the "Post Message" action. Use data transformations if needed.
  • Flow Errors: Check the flow's "Run History" for any errors or warnings. They might provide clues about what's failing.
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    Looks a bit like AI helped, doesn't it?!
    – Felix van Hove
    Commented Feb 16 at 14:25
  • Hi, thanks for the answer. I just checked: 1. It is a record triggered flow with the After save trigger. 2. trigger criteria will not unintentionally filter out the desired updates, just the dates are not blank and is changed 3. the flow is not scheduled. 4. The fields are accessible to the user running the flow, because we used the admin user and with all permissions. 5.data types match, there are only dates. 6. the channel ID is correct 7. Sales bot is in the channel and active.
    – user145782
    Commented Feb 16 at 14:32

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