The Slack+Salesforce integration allows Zuddl to send Slack notifications to the Salesforce account/ contact/ lead owner in your Slack workspace when attendees perform specific actions in a Zuddl event/webinar.

Overview

Currently, Zuddl notifies you of the following attendee actions:

1. User registration

2. Registrant check-in to the event (first time joining)

This integration sends notifications in a selected Slack channel and also as a direct message to the following recipients in the order of availability in Salesforce:

1. Account owner

2. Contact owner

3. Lead owner

Before sending notifications, the integration checks for the registrant’s email address in Salesforce in the following manner: if the registrant’s email address exists as a Contact in Salesforce and is associated with an account, the integration notifies the account owner. If an account owner does not exist in Salesforce, it notifies the contact owner. If the email is not present as contact, then the integration checks if a lead exists with the same email. If it exists, the integration notifies the selected Slack channel and the lead owner.

Note: If any of the recipients are not in Slack, the integration sends only channel notifications.

Note: This is one-way integration support only for Slack and does not push any notification on Salesforce.

Prerequisites

Before we begin the integration, ensure you have the following:

1. A logged-in Slack workspace account.

2. A logged-in Salesforce account with access to all leads, contacts and accounts.

Steps

1. Go to your organizer dashboard.

2. Go to Integrations.

3. From the integration listing page, click View details on the Slack+Salesforce tile.

4. On the Slack app details page, click Install app.

5. On the Slack authentication page, click on New authentication. This initiates the new authentication creation flow.
   
   Note: If an account has already been added and you want to add another account, Click Add a new account.

6. Enter Your authentication name. Your authentication is used to search your account from the list.

7. Select Production for the Salesforce instance type.

8. Click Create.

9. On the permission page for Salesforce, click Allow. This authorizes Zuddl to access your Salesforce account.
   
   

10. Click Next. This starts the Slack authentication flow.

11. In the permissions page, click Allow and grant tray.io all permissions to access the Zuddl Slack workspace. This authenticates and connects your Slack workspace on Zuddl.
    
    Note: Zuddl uses tray.io to connect the two platforms.

12. Click Next.
    

13. In the Slack Channel Name dropdown, select the channel where you want to receive the notifications.

14. Optional. Select the Notify the owner checkbox. This is disabled by default.
    so that the lead/contact/account owner gets notified of the attendee actions on Slack.

15. If your registration requires an approval flow, select the 'Send approval notification' checkbox,

16. On the Activity Notification Configuration screen, select the Zuddl information that you want the integration to pass to Slack.

17. Click Finish.

18. On the next screen, you can configure fields at org-level to show in the notification for Salesforce lead fields and Salesforce contact fields. This configuration takes precedence when event-level setting does not exist.

    1. Under Salesforce lead fields tab, click +Add field to add custom fields.
    2. Under Salesforce contact fields tab, click +Add field to add custom fields, if contact fields exist.
19. Click Save and click Confirm on the prompt message.

Notification Format

The following subsections show how different notifications appear on Slack.

New registration for an event

When a new registration happens for an event, the Slack notification is as shown below:

Here, the term “user” is used for registrants in Zuddl. So the User email should be the same as Contact Email or Lead Email.

Attendee joining an event

The following screenshot shows how a notification appears on a Slack channel when an attendee joins an event with account/contact/lead owner information.

Sample notifications

The following sections describe how channel notifications appear on different use cases.

Contact with Account and Opportunity

If a contact is present (with the same email as the registrant’s) and is associated with an account and opportunities, the notifications show the most recently created opportunity.

If an account is linked to the contact, the notifications are sent to the account owner.

Note: If opportunity is not present, the opportunity fields are not shown in the notification.

Contact with Account without Opportunity

If a contact is present (with the same email as the registrant’s) and is associated with an account but no opportunities because the latest opportunity is in lost stage, the notifications appear as shown below:

No Account found for Contact

If there is no account linked to the Contact, notifications go to Contact owner if available on Slack. The notification message appears as shown below:

Account owner is not found on Slack

If account owner email is not found on Slack, notification only goes to the channel with the message as shown below:

No Contact owner found for Contact

If there is no Contact owner linked to a Contact but a Lead does exists with the same email, notifications go to the Lead owner if found on Slack. The message appears as shown below:

Note that, here the Lead link is given in the notification as the lead is not yet converted to a Contact.

Contact owner is not found on Slack

If no contact owner email is found on Slack, the notification is sent only to the channel. The message appears as shown below:

Lead owner is not found on Slack

Similar to the contacts, if no lead owner is found on Slack, the following message is sent to the channel:

No Contact or Lead owner found for Contact

If there is neither a Contact or a Lead owner linked to a Contact, notifications go to the channel. The message appears as shown below:

Custom fields added

If any custom fields are added to the registration form, they show up in the notification as shown below:

Limitations

We have a hard limit of 10 registration fields that can be passed from Zuddl to Slack. Fields are passed in this order:

1. Standard fields

2. Custom fields

3. Empty fields

Editing the authentication

If you wish to change the channel or connect a new Salesforce account, you can click the Edit option.

This takes you through the entire authentication flow again, where you can make changes.

Note: The messages won’t be sent to Slack if we archive a channel.

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Event-level settings

You can also choose a dedicated Slack channel at the event-level to receive notifications only for that event. 

To perform the event-level configuration

1. Go to the dashboard for a particular event.
2. Under Integrations, click the Customize link on Slack + Salesforce integration. 
   
   
3. Under the Slack channel tab, choose the required Slack channel where the notifications will be sent.
   
   
   
4. Toggle on/off to Approve/reject registration directly from Slack notification.
   
   
   
   Prerequisite
   This setting only works if the approval-based registration setting is enabled from the dashboard. Learn how to enable approval-based registration flow.
   You may also be required to authenticate your integration in order for the approval-based flow to work correctly.
   Once the organizer has taken the approval/reject action, the Slack notification is edited as 'Registration approved successfully' for approve action, 'Registration rejected' for reject action, or 'New registration pending for approval <#event name>' for pending request. The rejected/approved/pending registrants appear in the respective lists on the Approval page in the event dashboard. Learn how to manage registration approval requests.
   Already approved
   If a request has already been approved from the dashboard or from Slack itself, you will receive a message: 'This registration has already been approved'. If you are not organizer, 'Only event organizers can take action on this request'.
   
   Approve/reject registration
   This toggle is available only for non-ticketed events. To use this, attendee registration approvals must be enabled from Registration > Advanced settings > Registration capacity or the flow builder Advanced settings. Learn how to manage registration approval requests.
5. Under the Activities tab, toggle on the custom activities you wish to be notified about
6. Toggle on the Notify owner toggle and click Save & next.


The event-level settings will take precedence over org-level settings
7. Under the User profile fields, select the fields to be shown in the Slack notification.
   1. Under the Zuddl registration fields, two mandatory fields are shown - Email and User name. Click the +Add field button to add more fields from your registration form to be shown on Slack notification.
      
      
      The field "Username" is the combination of first name and last name.
      Field limitation
      There are two sections in a Slack notification - the Zuddl section and the Salesforce section. Under the Zuddl section, all the fields that you configure in the dashboard are shown, including Salesforce contact or lead fields. Under the Salesforce section, the details such as Lead owner and other details are shown.
      
      
      We have a hard limit of 10 registration fields that can be passed from Zuddl to Slack.
      A combined total of 10 fields is allowed for Zuddl registration fields and Salesforce contact fields. In no contact exists, a combined total of 10 fields is allowed for Zuddl registration fields and Salesforce lead fields. 
   2. Similarly under the Salesforce lead fields,  click + Add field button to add a Salesforce lead field to show in the notification.
      
      
   3. Similarly under the Salesforce contact fields, click  Add field button to add a Salesforce contact field to show in the notification.
      
      
   4. Click Save.
   5. Under the Salesforce lead fields, 
8. Click Confirm on the confirmation pop-up that asks for your confirmation to pass all captured data for this event to the selected Slack channel. This saves your settings and enables event-level integration.
   
   

If the event-level setting is disabled, notifications for this event will be sent to the Slack channel configured at the org-level configuration, and all org-level settings will be honored. When event-level settings are enabled, the notifications will only be received on the Slack channel configured at the event-level configuration.

If, for your organization, both Slack integration and Slack+Salesforce integration are turned on, then you will receive the same notification twice. If some action is required, it can be taken on any channel.