What is a workflow?

In the context of SalesScreen feed integrations, a "workflow" is a configuration where you choose which type of SalesScreen feed posts should be sent to a (Slack) channel, and which team(s) and/or activities should be included.



Prerequisites

You need to have an active feed integration (Slack / Facebook Workplace) configured in your SalesScreen org.



In SalesScreen

Navigate to Manage > Settings > Integrations > Manage {Feed Integration} and you will land on the workflow dashboard.

Click on Create new workflow.

You'll be presented with a form that needs to be filled out in order to create the workflow. Note that required fields will be marked in red.

Workflow Description

Give the workflow a description so that it will be easy to identify when multiple workflows exist.



Feed Post Types

You can choose a subset of feed post types to include in the workflow, or simply include all types (default option).

The available types are:

Feed Post Type

Description

Activity Record

Posts related to activities registered in SalesScreen

Battle Ended

Posts related to battles that have ended

Birthday Announcement

Posts related to birthday announcements

Competition Ended

Posts related to competitions that have ended

Endorsement

Posts related to endorsements being given

Event

Posts related to events being achieved

NOTE

  • If a type that is related to SalesScreen teams is chosen, you'll be able to filter on Teams. See below.
  • If the Activity Record type is chosen, you'll be able to filter on Activity Types and Activities. See below.
  • User created messages, comments and reactions are not supported by this integration.


Teams

If one or more feed post types that can be related to SalesScreen teams have been chosen, you can choose a subset of teams to include in the workflow, or simply include all teams (default option).



Activity Types

If the Activity Record option has been chosen under feed post types, you can choose a subset of activity types to include in the workflow, or simply include all activity types (default option).



Activities

If the Activity Record option has been chosen under feed post types, you can choose a subset of activities to include in the workflow, or simply include all activities (default option). The available activities to choose depends on the activity type(s) chosen.



Channel/Group

Finally, you have to pick a channel or group from your external business communications platform to send the feed posts to.

When done, click Save and the workflow is ready to push SalesScreen feed posts to your chosen channel! The feed posts that are sent to this channel will follow the criteria you have defined in the above input fields (types/teams/activities).

Edit Workflow

You can modify an existing workflow by clicking on the cogwheel on the right side of the workflow listing. Click Edit in the context menu.

Pause/Resume Workflow

You can pause a workflow or resume it by clicking on the cogwheel on the right side of the workflow listing. Click Advanced in the context menu and finally on Deactivate (Activate if resuming workflow). This will set the workflow as disabled.

Terminate Workflow

You can terminate a workflow by clicking on the cogwheel on the right side of the workflow listing. Click Advanced in the context menu and finally on Delete. This will delete the workflow configuration and feed posts will no longer be sent to its channel based on its criteria.

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