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Salesforce // Slack Deal Feed

  • 8 April 2020
  • 2 replies

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!


Best answer by AndrewJDavison_Luhhu 9 April 2020, 10:18

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2 replies

Userlevel 7
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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:

Userlevel 1

Thank you very much!