Create Your Own Escalate Field Service Requests Workflow

Document created by weitkae Employee on Feb 5, 2017Last modified by weitkae Employee on Feb 27, 2017
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In this guide, you will see how to create your own workflow based on the {Template} Escalate Field Service Requests. This workflow automates the response to a mobile form by creating a Salesforce task record. If the message from the form includes the term “gas”, the workflow sets the Salesforce task record to high-priority and sends out a Slack notification.

 

Quickstart with the template

You can have your workflow running in minutes with these steps:

  1. Create a connection to Salesforce and Slack from Nintex Workflow Cloud
  2. Use Save As to create a copy of the {Template} Escalate Field Service Requests
  3. Select your Salesforce connection in the Update record actions
  4. Select your Slack connection in the Post a message action
  5. Set the NotificationEmail variable to your own email
  6. Publish and test the workflow

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