Slack + Salesforce Integration

The Slack+Salesforce integration allows Zuddl to send Slack notifications to a Slack channel and to the account/contact/lead owner in your Slack workspace when attendees perform specific actions in Zuddl. Currently, Zuddl notifies you of the following:

1. Registration approval

2. New registration

3. Registrant attending the event

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 a contact, then the integration checks if a lead exists with the same email. The integration notifies the selected Slack channel and, if a lead owner exists, the lead owner.

⚠ If any recipient is not on Slack, the integration sends only channel notifications.

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

Install the app

Prerequisite

Before we begin the integration, ensure that 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.

3. A Slack channel to receive notifications from Zuddl.

It is recommended that you stay signed in before you start installing the app.

1. Go to your organizer dashboard.

2. Go to Integrations.

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

4. Click on Install app in the details page

5. On the Salesforce authentication page, click on New authentication. This initiates the new authentication creation flow. 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 can be used to search your account from the list.

7. Click Create. If you aren’t already signed in, you would be taken through the sign in process.

8. On the permissions page, click Allow and grant all permissions to access the Zuddl Slack workspace. This authenticates and connects your Slack workspace on Zuddl.

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

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

11. Enter Your authentication name. Your authentication can be used to search your account from the list.

12. Click Create. If you aren’t already signed in, you would be taken through the sign in process.

13. On the permissions page, click Allow and grant all permissions to access the Zuddl Slack workspace. This authenticates and connects your Slack workspace on Zuddl.

14. Click Finish.

15. In the Slack channel tab, search & select the channel in which you want to receive the notifications. You can either choose a channel or specific profiles for receiving the notifications.

💡 Note: Notifications of all the events will be sent to the channel that is selected here. If notifications of a specific event have to be sent to its own dedicated channel, it can be selected in the Slack integration within an event.
If the channel selected in the global integration is changed, it will be effective in all the events where the global channel is in use.

16. Click on Save & next.

17. In the notifications tab, enable the required notifications. Enable 'Notify account owner' checkbox, so that the lead/contact/account owner gets notified of the attendee actions on Slack.

💡 Note: Notifications enabled here will be sent for all events. If any notification has to be enabled/disabled for a specific event, it can be done in the Slack integration within an event.

18. In the Salesforce fields tab, configure lead and contact fields to show in the notifications. This configuration takes precedence when event-level setting does not exist. Under the Salesforce Lead fields tab & Salesforce Contact fields tab, click the +Add field button add the custom lead fields from the dropdown.

19. Click Save to finish setting up the integration.

Editing the authentication

You can click the Edit option if you wish to change the channel or connect a new Slack account.

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

⚠ If you archive a channel, the messages won’t be sent to Slack.

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.

Toggle on/off to Approve/reject registration directly from Slack notification.

Approval notifications

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. The Slack notification with Approve and Reject button is shown below:

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.

When you approve or reject a request, the Zuddl bot sends a reply message as shown below:

Already approved
If a request has already been approved from the dashboard or from Slack itself by someone else, you will receive a message 'This registration has been already approved'. If you are not an organizer who is authorized to approve/reject a registration, then you will receive a message, 'Only event organizers can take action on this request'.

4. Under the Activities tab, toggle on the custom activities you wish to be notified about

5. Toggle on the Notify owner toggle and click Save & next.

⚠ The event-level settings will take precedence over org-level settings

6. Under the User profile fields, select the fields to be shown in the Slack notification.

7. 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.

8. Similarly, under the Salesforce lead fields,  click + Add field button to add a Salesforce lead field to show in the notification.

9. Similarly under the Salesforce contact fields, click  Add field button to add a Salesforce contact field to show in the notification.

10. Click Save.

11. 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.

12. Slack notifications can be completely turned off for an event by disabling the top-right toggle in that event's Slack + Salesforce integration.

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. 

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 to display 10 registration fields per section in Slack.

A combined total of 10 fields is allowed for Zuddl registration fields and Salesforce contact fields. In no contact exists scenario, a combined total of 10 fields is allowed for Zuddl registration fields and Salesforce lead fields. 

Monitoring data logs

Each activity that is captured on Zuddl is passed on to Slack by the integration. The integration logs page lets you monitor this process and check for any failed actions and retry sending data in case of a failure.
Learn more about integration logs.