Set up the Slack integration to enable automated notifications and collaboration for your multisite quote and auto-quote processes.
For example, When a sales rep initiates a Multisite Auto Quote or an Auto Quote process on an opportunity, Salesforce starts an asynchronous background process to sync Opportunity Product Recipients (OPR) to Quote Line Item Recipients (QLIR).
To track the job's progress, Salesforce creates an AsyncOperationTracker
record with the JobType set to MultisiteAutoQuote or
LoadSalesRecipientData, and the Status initially set to
In Progress.
When the job finishes, the Status field updates to Success
or Failure. This status change triggers a notification informing the relevant
user or system that the OPR to QLIR sync succeeded or failed. To prevent unnecessary alerts,
the notification is conditional: it is never sent when the quote process is initiated, and it
is dispatched only when the JobType is
LoadSalesRecipientData or MultisiteAutoQuote.
The notification isn't sent when the quote process starts. Instead, it triggers when the background sync finishes, informing the user or system whether the OPR to QLIR sync succeeds or fails.
- Enable the Slack App
Activate the Slack integration within your Salesforce organization to begin the connection process. - Assign Sales Cloud for Slack Permissions
Provide users with the necessary access levels to interact with Slack features from within Salesforce. - Configure Data Sharing Options
Determine how record information and object types are displayed when shared within Slack channels. - Install the Sales Cloud for Slack Application
Complete the integration by installing the Salesforce application in your company's Slack workspace. - Enable Swarm Object Access
Update user profiles to allow sales agents to create and edit swarms for collaborative quoting. - Activate the Multisite Quote Notification Flow
Enable the automated trigger that sends notifications to Slack when quote operations are completed or encounter errors. - Activate the Send Notification Flow
Enable the automated trigger that sends notifications to Slack when bulk site data is uploaded to a multisite quote. - Customize Notification Content
Modify the icons and labels of Slack notifications to align with your organization's branding and communication style. - Manage Notification Delivery Channels
Configure where users receive notifications by enabling or disabling specific delivery platforms.