Templates / Sales / SalesOps | Salesforce Closed Won Opportunity -> Slack Notification

SalesOps | Salesforce Closed Won Opportunity -> Slack Notification

Overview

This template takes Salesforce opportunities that are marked "Closed Won", and shares a message on a Slack channel with the opportunity details. It can even send an image or emoji alongside to create emphasis.

The Salesforce trigger is fired every time an opportunity is updated.

If the change that fired the trigger was updating the stage name to "Closed won", then that change will alert the relevant Slack channel with said update.

Connectors Used

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, although you will likely need to look up service authentication instructions:

End Result

This alerting workflow makes use of the Slack connector to send a single alert message to a predefined channel or conversation. The message will come through as displayed below:

Prerequisites

This workflow assumes the following:

  • You can authenticate with Salesforce
  • You can authenticate with Slack

Getting Live

The complete workflow is:

There are 4 basic stages to the workflow:

Stage 1 An update to an Opportunity record causes the trigger to fire.

Stage 2 Gathers several field details of the record in question.

Stage 3 Double checks that the opportunity stage is 'Closed Won'

Stage 4 Sends a notification to a specified Slack channel containing your chosen field details.

To configure your workflow for your own use: