Best answer

Salesforce // Slack Deal Feed

  • 8 April 2020
  • 2 replies
  • 52 views

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!

icon

Best answer by AndrewJDavison_Luhhu 9 April 2020, 10:18

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Userlevel 1

Thank you very much!

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/