Notify Slack when Salesforce opportunity information is registered.
Notify Slack when Salesforce opportunity information is registered.
Launch this workflow to connect
Salesforce &
Slack
!
■Overview
This is a flow that notifies Slack when new opportunity information is registered in Salesforce.
By integrating Salesforce and Slack, you can automatically notify Slack of registered opportunity information, eliminating any gaps or omissions in information management and improving operational efficiency.
■Notes
・Please integrate both Salesforce and Slack with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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About the apps you use
Salesforce
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Slack
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No-Code API Actions
Executable API actions
Flowbot triggers
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
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When a message is posted to a channel
Flowbot operations
Get Lead records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact Records
Get Custom Object Record
Flowbot triggers
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 uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch 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 Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity 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 PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet Account ListGet 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 GroupGet File NameGet Email MessagesSearch records using SOQL
Flowbot triggers
When a message is posted to a channelWhen a file is posted to a channelWhen a message is posted to a channel (Webhook)When a reaction is added to a message (Webhook)When a user is mentioned in a channelWhen a message containing specified text is posted to a channelWhen your Slack app is mentioned (Webhook)When mentioned in a channel (multiple users)When a message containing specified text is posted to a channel (Regular expression)When a new channel is created (Webhook)When a message is posted in a thread (Webhook)When mentioned in a channel (multiple users & user groups)When a reaction is removed from a message (Webhook)
Flowbot operations
Send message to channelSend direct messageGet member IDs in a channelCreate channelInvite members to channelGet user group listPost message to threadArchive channelGet messages in a threadList public channelsRemove a member from a private channelFind user by email addressGet user infoGet a specific messageGet message linkDelete messageGet users in a user groupGet reactions for a messageCreate a user groupList channel messagesSend a message to a channel with attachmentsList rows in a listCreate listUpdate listGet a specific list rowRemove list accessMore inspiration for you
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