https://github.com/slack-partner-engineering/wtny-april-24-workshop

https://github.com/slack-partner-engineering/wtny-april-24-workshop

Last synced: 12 days ago
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• Host: GitHub
• URL: https://github.com/slack-partner-engineering/wtny-april-24-workshop
• Owner: Slack-Partner-Engineering
• License: mit
• Created: 2024-04-22T16:58:54.000Z (9 months ago)
• Default Branch: main
• Last Pushed: 2024-04-22T22:27:27.000Z (9 months ago)
• Last Synced: 2024-11-19T11:43:54.991Z (2 months ago)
• Language: TypeScript
• Size: 64.5 KB
• Stars: 1
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        
# Salesforce custom functions

Custom functions to interact with the connected Salesforce org in order to run a flow, call an invocable action, etc.

# Functions

## Run a flow

This step allows you to run a named flow, provide a single input, and get direct access to a single variable output by the flow.

Create a Flow in your Salesforce org. It should have variable named `input_string` that is available for input. It should assign the value of a separate variable named `output_string` that is available for output.

![run a flow step image](/assets/run-flow-step.png)

## Generate an Einstein prompt template response

Generates a response based on the specified prompt template and input parameters.

# Getting started

## Create a Connected App

Create a [Connected App](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_basics.htm&type=5) from the *App Manager* in your Salesforce org and [Enable OAuth Settings](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_api_integration.htm&type=5).

- Redirect URI: `https://oauth2.slack.com/external/auth/callback`

- Scopes: `full_access`, `refresh_token`

- Click *Manage Consumer Details* button to copy your Client ID and Secret

## Setup and run the Slack workflows

- Install the [Slack CLI](https://api.slack.com/automation/cli/install-mac-linux)

- Clone the repo locally and open the project in your code editor

- Rename `.env.sample` to `.env` and update the values. The `SALESFORCE_INSTANCE_DOMAINS` will be your Salesforce domain name. The `CLIENT_ID` is the Client ID that is obtained from the `Create a Connected App` step above.

- In your terminal, navigate to the project folder. Use `slack login` to authenticate to the Slack workspace where you'd like to install the Workflow Builder steps. 

- Use `slack run` to install the Workflow steps to your Slack workspace

- Run `slack external-auth add-secret` to add your app client secret

- Rerun the app with `slack run`. You now have a locally-running instance of the Workflow steps

- Use `slack deploy` to deploy the steps to the workspace

- Use `slack function distribute` to distribute the steps to other users in the workspace

## Build a workflow

In Workflow Builder, create a new workflow and add **Salesforce custom functions (local) > Run a Sync Flow** from the *Custom* section of the step library. The flow name input should be set to the *Flow API Name* found in the Flow properties. The input can be whatever string value you like.