Apex SDK for Slack (Beta)
Documentation Changelog
Enable Slack for Salesforce Beta
Set Up Your Development Environment
Set Up Your SFDX Project
Deploy a Slack App
Sample Apex SDK for Slack App
After you set up your development environment and configure your SFDX project, you can create and deploy a Slack app by following these steps.
To deploy a Slack app, you must have a Slack account. If you don’t have a Slack account, see slack.com/get-started#/create.
Navigate to https://api.slack.com/apps and click Create New App.
Select From an app manifest, and choose the workspace you want to develop your app in.
Use this app manifest to create your Say Hello app. Update <your-name> with a unique name to differentiate your app. Ignore the <your-app-ID> placeholder for now as you’re updating this information later.
1_metadata:
2 major_version: 1
3 minor_version: 1
4display_information:
5 name: <your-name> Say Hello App
6 description: Say Hello Example App
7features:
8 app_home:
9 home_tab_enabled: true
10 messages_tab_enabled: false
11 messages_tab_read_only_enabled: false
12 bot_user:
13 display_name: Say Hello
14 always_online: false
15 slash_commands:
16 - command: /apex-hello
17 url: https://slack-apps.salesforce.com:9443/a/<your-app-ID>
18 description: Say Hello
19 should_escape: false
20oauth_config:
21 redirect_urls:
22 - https://auth.slack-apps.salesforce.com/slack_oauth_callback/<your-app-ID>
23 scopes:
24 user:
25 - reactions:read
26 - chat:write
27 bot:
28 - channels:read
29 - chat:write
30 - commands
31 - groups:read
32 - reactions:read
33 - users:read
34settings:
35 event_subscriptions:
36 request_url: https://slack-apps.salesforce.com:9443/a/<your-app-ID>
37 bot_events:
38 - app_home_opened
39 - app_uninstalled
40 - grid_migration_finished
41 - grid_migration_started
42 - team_access_granted
43 - team_access_revoked
44 - tokens_revoked
45 interactivity:
46 is_enabled: true
47 request_url: https://slack-apps.salesforce.com:9443/a/<your-app-ID>
48 message_menu_options_url: https://slack-apps.salesforce.com:9443/a/<your-app-ID>
49 org_deploy_enabled: false
50 socket_mode_enabled: false
51 token_rotation_enabled: falseAn app manifest enables you to create, configure, and copy your Slack apps easily. If you see an error while saving the manifest, check your indentation. For the manifest schema, see Create and configure apps with manifests.
Note
Click Next. Verify your app summary and click Create.
After you create the app, click Install to Workspace.
From the Basic Information page, copy the App ID value.
On the Basic Information page, scroll down to the App-Level Tokens section and generate a token. To enable routing on your app’s interactions and event payloads over WebSockets, add the connections:write scope.
Note of the App ID, App Token, and secrets on this page. We’re using them shortly for the SlackApp metadata file.
Tip
Navigate to these pages and update the URLs. Replace <your-app-ID> in the app manifest file.
Interactivity & Shortcuts > Interactivity
Update the Request URL, and save your changes.
Interactivity & Shortcuts > Select Menus
Update the Options Load URL, and save your changes.
Slash Commands > Edit Command
Update the Request URL, and save your changes. Repeat this step for each command you have.
OAuth & Permissions
Update the Redirect URLs, click Done, and click Save URLs.
Event Subscriptions
Update the Request URL. Save your changes.
If any of the request URL is missing from the fields, copy and paste it from another Request URL field. The request URL follows the format https://<Apex SDK for Slack-URL>/a/<your-app-ID>.
Tip
View the app manifest file in Slack and confirm that the URLs are updated.
A view definition is translated to blocks at runtime.
Using VS Code for your scratch org, create a folder viewdefinitions in force-app/main/default.
Create a file called hello.view, inside the viewdefinitions folder. Include this YAML syntax.
1description: "Say Hello Example"
2schema:
3 properties:
4 name:
5 type: string
6 required: true
7components:
8 - definition: modal
9 properties:
10 title: "Hello {!view.properties.name}"
11 components:
12 - definition: section
13 properties:
14 text: "You did it!"Add the hello.view-meta.xml metadata file in the same directory.
1<?xml version="1.0" encoding="UTF-8"?>
2<ViewDefinition xmlns="http://soap.sforce.com/2006/04/metadata">
3 <apiVersion>54.0</apiVersion>
4 <isProtected>false</isProtected>
5 <masterLabel>Hello World Example</masterLabel>
6 <targetType>slack</targetType>
7</ViewDefinition>Deploy your view definition.
1sf project deploy startIf you see an error when deploying, run sf update stable to update to the latest version. Run sf autocomplete --refresh-cache after you update Salesforce CLI to ensure that autocomplete works correctly on any new commands.
If you’ve been using Salesforce CLI for a long time, and have previously set up Toolbelt with SFDX, uninstall the old unused plugins using sf plugins uninstall salesforce-alm and sf plugins uninstall salesforcedx.
Tip
The SlackApp metadata type contains configuration information such as the app’s commands and shortcut handlers, and the app’s token and secrets.
To create the metadata definition:
Create a folder slackapps inside force-app/main/default.
Create a file called HelloSlackApp.slackapp, inside the slackapps folder. SlackApp files use YAML syntax. The Slash command defined as follows must match your Slack App configuration on api.slack.com.
1description: Hello World Example App
2commands:
3 /apex-hello:
4 action:
5 definition: apex__action__SayHello
6 title: Say Hello
7 description: A command to say HelloIn the force-app/main/default/slackapps directory, create a HelloSlackApp.slackapp-meta.xml file. Replace the * placeholders in the example with the values for your Slack app.
1<?xml version="1.0" encoding="UTF-8"?>
2<SlackApp xmlns="http://soap.sforce.com/2006/04/metadata">
3 <appKey>*</appKey>
4 <appToken>*</appToken>
5 <botScopes>
6 chat:write,chat:write.public,incoming-webhook,channels:history,groups:history,channels:read,reactions:read,commands
7 </botScopes>
8 <clientKey>*</clientKey>
9 <clientSecret>*</clientSecret>
10 <isProtected>false</isProtected>
11 <masterLabel>Hello Slack App</masterLabel>
12 <signingSecret>*</signingSecret>
13 <userScopes>
14 im:read,im:write,channels:read,channels:write,chat:write,groups:read,mpim:read,mpim:write,users:read,groups:write
15 </userScopes>
16</SlackApp>The appKey and clientKey fields correspond to App ID and Client ID on api.slack.com. The appToken starts with xapp-1-. To locate the app token, see the App-Level Tokens section on the Basic Information page.
Tip
Deploy your Slack app definition.
1sf project deploy startLet’s add some interactivity for the /apex-hello slash command you introduced in the app manifest, using a slash command dispatcher.
In the classes directory, open the SayHello.cls class.
Paste in the following code and save the file.
1public class SayHello extends Slack.SlashCommandDispatcher {
2
3 public override Slack.ActionHandler invoke(Slack.SlashCommandParameters parameters, Slack.RequestContext context) {
4 return Slack.ActionHandler.modal(new Handler(parameters, context), 'Say Hello');
5 }
6
7 public class Handler implements Slack.ModalHandler {
8
9 Slack.SlashCommandParameters parameters;
10 Slack.RequestContext context;
11
12 public Handler(Slack.SlashCommandParameters parameters, Slack.RequestContext context){
13 this.parameters = parameters;
14 this.context = context;
15 }
16
17 public Slack.ModalView call() {
18 String name = parameters.getText();
19 Slack.ViewReference viewReference = Slack.View.hello.get();
20 viewReference.setParameter('name', name);
21 Slack.ModalView modalView = new Slack.ModalView.builder()
22 .viewReference(viewReference)
23 .build();
24 return modalView;
25 }
26 }
27}Deploy your Slack action.
1sf project deploy startLet’s see your Slack app in action.
From the Slack Desktop client, go to a public channel and enter the following slash command: /apex-hello.
If the slash command isn’t available, make sure you’ve clicked the Install to Workspace button as described in Create a Slack App.
Tip
When prompted to connect your app, click the Connect button in Slack.
To connect your Slack app and scratch org:
Accept the OAuth screen from Slack.
When you get to the Salesforce login page, select the Would you rather connect to a sandbox? link, if you’re not already on test.salesforce.com.
If your scratch org uses a custom domain, for example, connect-efficiency-1197-dev-ed.cs91.my.salesforce.com, click Use Custom Domain, enter your custom domain connect-efficiency-1197-dev-ed, and click Continue.
Tip
Sign in with your scratch org username and password. When prompted to select which channel you want to allow your app to post to, select the channel and press Allow.
When you’re connected successfully, a success message is displayed in the browser.
You can now close the window and return to Slack.
Execute the slash command again: /apex-hello World and observe that the modal appears.
If you see an error that a channel is not found when running a slash command, it usually means the bot doesn’t have access to post a message to the channel. Try adding the bot to the channel by typing @<app name> and then following the onscreen instructions.
Tip
Beta Feature