Flow Designer template: Salesforce Opportunity to Slack

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When a Salesforce opportunity is created or updated, send a Slack notification

Make your sales team more effective. Send your team Slack notifications when their Salesforce opportunities are updated. With notifications, encourage your sales team to respond promptly so that they can close more deals.

What you need

  • A Salesforce account
  • A Slack account

How you set it up

  • Import the template.
  • Enter your Salesforce and Slack credentials.
  • Choose a Slack channel.
  • Format your message. You can include the opportunity name, amount, stage, and other information.
  • This integration includes 2 flows: 1 for “new opportunity” and 1 for “updated opportunity.” Perform the steps above for each flow.

Customize it

Popular ways to customize this template include the following:

  • Send notifications only for opportunities over a certain size.
  • Send notifications only for certain account owners.

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Reviews

TypeTemplate
OrganizationMuleSoft
Published by
MuleSoft Organization
Published onAug 11, 2021
Asset overview

Asset versions for 1.0.x

Asset versions
VersionActions
1.0.14
1.0.13
1.0.12
1.0.11
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