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Salesforce CPQ Advanced Approvals Slack App
Accelerate approvals to realize revenue sooner
- Business Need
- Quotes & Orders
Salesforce CPQ Advanced Approvals Slack App accelerates approvals to realize revenue sooner. Upon Submitting a Quote for approvals in Salesforce, Approvers can view details & take actions in Slack while Submitters can see status changes real time.
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Security Q
Hi Team, We have some concerns from a security point of view, can you please advise: -What data is exposed to the vendor? How do they retain it and where? -Who has access to it? Thanks
No Messages appearing in messages tab which means no notifications... renders the application useles
We are no 2 weeks post-live with Salesforce CPQ and are still experiencing critical issues with the app. After significant testing with our implementation partner we are no closer to finding a solution to the problem as described above. We would really appreciate some support on this as we have exhausted all options available to us.
Can we try this app with free trial sfdc org for - Developer Edition ?
Will Developer Edition be compatible with it? or will the enterprise edition be the only one that works?
We keep getting error : 'An error occurred while processing an action' in the Messages tab
Slack approval will definitely improve efficiency but seeing this error very often "An error occurred while processing an action" . Is there any which can be dome to resolve this issue?
Good Product but a few Questions
We recently implemented this app in slack to handle advanced approval rules and steps. We are able to approve and reject items, but I have a few additional questions: - Is there a way to enable the messaging feature for this app? Currently for us, it is disabled and based on research, the App developers would need to enable this. It would be super helpful to be able to share communications within the app in slack on approvals or rejections amongst teams - Is there a way to add custom button configuration? We have the standard approval, rejection, and view more buttons but I would be curious if we could add another button or any other custom configuration to the view in slack Thanks!
By messaging, do you mean the 'Messages' tab? That should display, if not there's likely an issue with how it was connected. To be clear on setup - Slack prod should be connected SF prod. Slack Sandbox to SF sandbox. There is an existing issue where the 'Messages' tab won't display for Slack apps using 'Foyer' connections if reconnected to a refreshed SF Sandbox without first uninstalling the app, which Slack is working to fix and SF support can reset.
Good concept. Not without issues.
We installed the app and rolled it out to users only to find that our users reported issues with the existing advanced approval emails not being received. Has anyone else had this problem? When a first line approver approves directly in the Slack app, the next approver in the line no longer receives our default emails coming out of advanced approvals. We have a mix of email-dependent managers and some who have adopted slack. Removed access to the app until we resolve.
Approving via slack should still invoke sending both Slack/email to the next Approver. If that's not happening, you may be hitting this issue: https://issues.salesforce.com/issue/a028c00000ivq1w/invoking-apex-email-template-merge-from-slack-integration-throws-javalangassertionerror-due-to-missing-session
We also saw an issue where an approver part of multiple rules and groups are Slack notified for each approval step and has to explicitly approve each step. (at Approval rule we have deactivated explicit approval checkbox) Salesforce Lab team - are you guys aware of this issue?
Unable to add users in different orgs
Hello Salesforce Labs team, We tested the app in dev orgs, and it worked fine, but when we installed the app in the new org(uat) it gave issues to all users, despite following the same steps in dev orgs. It gives the error - "The Slack app is already connected to another Salesforce orgs" Client do use salesforce for other notification and process.. Any feedback on this? Also, can there be any support team, or any support through email, to which we can get guidance on such issues? Thankyou.
Easy to setup
Thanks to the reviews from other users, I was able to set this up easily. The slack message however does not show the approval rule that approval falls under. Is there a way to modify the header of that Approval request to include the rule name in Slack.
Still testing and need assistance
I like that there isn't much configuration required and the app is easy to use. It meets a need for our team. I wish there was more documentation and a FAQ page. I connected the Slack app to a Salesforce sandbox. I need to disconnect the app and reconnect it to a different Salesforce org. Is there a way to do this? Also, how many users are able to use this app?
Reminder Notifications to Approve/Reject?
Is there any process in the app through which if the Approvers doesn't approve or rejects. Then the approver will get reminder notification or msg after certain hours in the slack itself? Let me know if there can be a way or any workaround to achieve this in the slack using this app
Would approving/rejecting the quote through the app affect the email alerts that should be sent out to the requester once the quote has been approved or rejected?