To setup this workflow:
- Go to Momentum web app. You can navigate to Momentum directly from your Slack workspace.
a) Find Momentum app from the list of apps in your Slack workspace and click on "Momentum App" displayed at the top.
a) This will directly take you to Momentum app where you can now setup your workflow
b) This will directly take you to Momentum app where you can now setup your workflow
- Next, click on "Library of Recipes" on the left
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- You will find a list of available recipes here. Select the recipe titled "File Upload as a Salesforce attachment with file folder emoji"
- Enter the details shown in the recipe.
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Enter the name and Description for the workflow.
Click on ‘Create Workflow’
Thats it! Here on everytime there is a file posted in the Slack dealroom for a certain opportunity, and you react to it with the :fle_folder: emoji, it will be uploaded as the Salesforce attachment!🙂