I have a zap that sends an auto-message to Slack when a new Case is registered. For this zap, I want to add a process so that it only sends only when the condition is matched.
1.New Record in Salesforce
2. Find Record in Salesforce (this is for convenience for process 4)
Find To Search: by Account ID
Search value: Account ID
3. Find Record in Salesforce (this is for convenience for process 4)
Find To Search: by User ID
Search value: Owener ID
4. Send Channel Message in Slack
…showing a new case is created and the case is associated to the Account.
Between 1 and 2 (or 3 and 4 maybe?) , I want to set the condition so that it will look into Account with a certain field is “A”. In Account, we have a field with API name of A_B__c. I want to send it to a Slack channel called # voice A.
In the same manner, If the case belongs B group, I want to send it to a Slack channel called #voice B.
I tried Find Record by Query in Salesforce using the following set up action.
Salesforce Object: Account
WHERE Clause: A_B__c=’A’
In that trigger, test was succesful (it brought a sample of A group)
However when I tested the whole thing, it did not come out how I expected.. (duplication of message, brought different Account name...etc) Without the Action, Send Channel Message in Slack works correctly.
Can anyone give me advice for me please?