To meet the requirement of being proactively and immediately informed via Slack and email if any data streams fail, and to trigger a case as part of the support process, the best solution is to use Salesforce Flows . Here’s why and how this works:
Understanding the Requirements :
The admin wants to be notified immediately via Slack and email when a data stream fails.
A case should also be created automatically to reflect the issue in the global monitoring dashboard.
This requires an automated process that integrates with both internal systems (e.g., Slack, email) and external workflows (e.g., case creation).
Why Salesforce Flows?
Salesforce Flows are highly flexible and can automate complex business processes. They can monitor system events (e.g., data stream failures) and trigger actions like sending notifications or creating records.
Flows can integrate seamlessly with Slack and email using platform events and action elements.
They can also create cases programmatically and update dashboards for real-time monitoring.
Steps to Implement This Solution :
Step 1: Navigate to Setup > Process Automation > Flows and create a new flow.
Step 2: Configure a Platform Event Trigger or Record-Triggered Flow to listen for data stream failure events.
Step 3: Add an action element to send a notification to Slack using the Slack Integration feature.
Step 4: Add another action element to send an email alert using the Send Email action.
Step 5: Add a step to create a Case record with details about the failure. Use predefined fields to populate relevant information (e.g., error message, timestamp).
Step 6: Update the global monitoring dashboard to reflect the newly created case. This can be done by linking the case to a report or dashboard component.
Why Not Other Options?
A. Data actions: While data actions can perform specific tasks on data, they are not designed for cross-system automation like sending Slack notifications or creating cases.
B. Data Cloud Query Editor: The Query Editor is used for querying and analyzing data but does not provide automation capabilities for notifications or case creation.
D. Salesforce reports and dashboards: Reports and dashboards are for visualizing data, not for triggering actions or automating workflows.
By using Salesforce Flows, NTO can achieve a fully automated and integrated solution that meets all the stated requirements.
