Creating a Salesforce Search

Prerequisites

You have added Salesforce as a Data Source.

Creating a new Search Object

1. Click Add to create a new Search.

2. Select an Object. You can either type the Object in the search box or select it from the dropdown menu. For instance, we are going to create a new contact search. By selecting Contacts as the Object type, all searchable fields to the Contact object will be made available.

3. By default, some fields (i.e. last name, first name, email) have been pre-selected. You can select any field from the Available list and clickto add and make them searchable. You can use these fields when executing a search in Slack. For instance, you can search for a contact in Salesforce using a contact’s last name as a keyword.

4. Click Save. You will be redirected to the DataFetch web interface and the new search object will be displayed. You can click to edit the search object that you have created.