■Overview
This is a flow that sends a notification to Discord when the opportunity stage in Salesforce is marked as completed.
■Recommended for
1. Sales teams that manage opportunities in Salesforce and communicate with their team on Discord
・For those who want to automatically notify Discord when the opportunity stage is "completed" to share order information with the entire team and enhance quick response and collaboration
2. Sales managers who want to quickly grasp order information
・For those who want to quickly understand the progress of opportunities on Discord, leading to swift decision-making and improved team goal achievement
3. Those who want to streamline sales activities by integrating Salesforce and Discord
・For those who want to improve sales productivity by streamlining information sharing, progress management, and communication
■Benefits of using this template
By utilizing the flow [Notify Discord when the opportunity stage in Salesforce is marked as completed], it becomes possible to prompt necessary procedures after completion and prepare for the next opportunity.
By integrating Salesforce and Discord, you can strengthen information sharing within the sales team, allowing representatives to quickly share information without missing the completion.
The content of notifications to Discord can be freely customized.
When a message is sent in a channel
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
Send Message
Send File
Create Channel
Close Channel
Create Direct Message Channel
Search User in Server
Change Channel Name
Remove User from Server
Create Invite URL for Channel
Create Thread in Forum Channel
Create Thread on Message
Send Message in Thread
Download files within a message
Assign a specific role to a user
Overwrite a User's Roles
Remove a Role from a User
Get Role Information
Get Lead Record
When a message is sent in a channel
Send MessageSend FileCreate ChannelClose ChannelCreate Direct Message ChannelSearch User in ServerChange Channel NameRemove User from ServerCreate Invite URL for ChannelCreate Thread in Forum ChannelCreate Thread on MessageSend Message in ThreadDownload files within a messageAssign a specific role to a userOverwrite a User's RolesRemove a Role from a UserGet Role Information
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
