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Salesforce // Slack Deal Feed


Userlevel 1

Hi There,

 

I am hoping to create a feed in a Slack Channel whereby a post is made when an opportunity is closed won in Salesforce. I was able to set up a connection where the channel receives a message when closed won, but I want to customize each message to bring in details from the Opportunity such as Client Name, Deal Amount, etc. Has anyone done this before? Thank you!

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Best answer by AndrewJDavison_Luhhu 9 April 2020, 10:18

It’s possible @mlazarus 

When you test the Salesforce trigger in your zap, you should see a bunch of fields come through, including the ones you want.

In your Slack step, you can then map these fields into the message body.

More help here: https://zapier.com/page/insert-fields/

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Userlevel 7
Badge +10

It’s possible @mlazarus 

When you test the Salesforce trigger in your zap, you should see a bunch of fields come through, including the ones you want.

In your Slack step, you can then map these fields into the message body.

More help here: https://zapier.com/page/insert-fields/

Userlevel 1

Thank you very much!