With Troops, you can use Alerts to surface critical Salesforce data. There are three different Alert types:
Created or Updated: Alert your team when a new record is created or an existing record is updated (e.g., Opp changes Stage)
Date-Based: Know when important dates on your Salesforce records approach or have passed (e.g., Overdue Close Dates)
Stuck in Stage (Opportunities only): Be notified when an Opportunity has been in a stage for too long
While each may be used for different reasons, their setup is largely similar.
To set up an Alert:
From Create New Workflow, click Alert
Select your Alert type
There are 3 required sections to complete- Conditions, Recipients, and Message. The right-hand side contains a live preview of your Alert build.
When should this alert fire? Build the logic sentence that, when true for a record, will cause the alert to display in Slack.
There are a variety of operators to choose from depending on the field type being selected.
Choose whether you want the workflow to fire when ANY or ALL of the conditions are met with the "And/Or" toggle
If you want an alert to fire only when a record (like an Opportunity) is first created, there is a toggle setting
Date-Based Alerts present a timeline slider that let you choose how far in advance or in the past your want the Alert to fire for your date field
When the trigger conditions are met, where should this Alert be sent? Depending on the Alert type, Troops can send Alerts to:
Slack channels, both public and private (invite the Troops bot to a private channel to see it appear).
Individual Slack users.
Salesforce user Lookups. Troops can match an Opportunity Owner in Salesforce with their Slack account, for example, and send an Alert to them.
You can even have Troops open a Group Direct Message between multiple individuals when the Alert fires, to facilitate coordination and not clog a channel.
Message is where you can completely customize the Alert content. Display the Salesforce information related to the particular Alert use case. You can even display Salesforce fields from related objects.
Before Saving the Alert...
Rename the Alert to make it easy to find in the Dashboard [Edit Name]
You can "send a test" to yourself to see how your Alert appears in Slack [Send Me Test]
You're all set! Once you Save the Alert, it will "go live".
There may be a short period of data synching before the Alert is 100% reliable
Troops will begin to evaluate records that meet the trigger conditions once live; it will not "backfill" and alert-bomb existing records that meet the trigger conditions
For some of our most popular and effective Alert use cases, check out our Workflow Library!