Create weekly Salesforce upcoming Renewal notifications with Slack
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
Account Managers / Customer Service Managers need to be kept up to date about when their respective accounts are due for renewal. Having an advance warning system that notifies them when their various account deadlines are approaching is extremely useful.
By forewarning the A / CSM's they are able to respond in due course and focus their efforts on account health and customer relationships instead of worrying about deadlines.
Each week this workflow sends a list of all upcoming renewal contracts within a set time period via Slack.
A scheduled trigger is kicked off once a week and the workflow collects all opportunities that have a renewal date within within the next four weeks. This list contains the names, due dates, and internal owners of each upcoming renewal contract. Once collected the list is then sent to Slack.
The following connectors are used in this template.
This is mostly provided for reference only - there is no need to read through the linked connector pages. All you need to know for this template is explained here.
Though you will probably need to look up service authentication instructions if you don't already have them
Below shows an example of the kind of weekly Slack notification you would receive.
It highlights the number of opportunities that have their renewal dates due soon. In this case there is just one:
This workflow assumes the following:
You have Administrator level access to Salesforce and Slack
Your Opportunities in Salesforce have renewal dates (contract end dates in Salesforce)
The following screenshot illustrate the logic of the various workflow steps.
In order to configure this workflow for use simply follow the accordion steps below.
For educational purposes, the rest of this page will take you through how the workflow template is built to achieve the desired results. This will help deepen your understanding of Tray.io and will give you the power to maintain and edit your workflow as necessary.