How to Post Salesforce Closed Deals to Slack with Make

Dashboard > Create scenario > + > Salesforce

Create New Scenario

Set up a new Make scenario to connect Salesforce opportunities to Slack. This establishes the foundation for your deal celebration workflow.

1. 1Click 'Create a new scenario' from your Make dashboard
2. 2Click the '+' button to add your first module
3. 3Search for 'Salesforce' in the app selector
4. 4Select 'Salesforce' from the results

Salesforce module > Watch Records > Opportunity

Configure Salesforce Trigger

Set up the trigger to fire when opportunities reach closed-won status. This ensures you only celebrate actual wins, not other opportunity updates.

1. 1Select 'Watch Records' from the Salesforce trigger options
2. 2Choose 'Opportunity' as the record type
3. 3Set the condition field to 'StageName'
4. 4Enter your closed-won stage name (typically 'Closed Won' or 'Closed - Won')
5. 5Set 'Maximum number of records' to 10

Salesforce module > Connection > Add

Connect Salesforce Account

Authenticate your Salesforce connection to allow Make to read opportunity data. This creates the secure link between platforms.

1. 1Click 'Add connection' in the connection dropdown
2. 2Enter your Salesforce login URL (login.salesforce.com or your custom domain)
3. 3Click 'Continue' to open Salesforce authentication
4. 4Log in to Salesforce and click 'Allow' to grant permissions
5. 5Return to Make and verify the connection shows as 'Connected'

Scenario > Run once

Test Salesforce Connection

Run a test to verify Make can read your opportunity data correctly. This validates your trigger configuration and field access.

1. 1Click 'Run once' at the bottom of the scenario
2. 2Create a test opportunity in Salesforce and move it to closed-won status
3. 3Return to Make and check if the trigger fired
4. 4Review the output data to confirm all needed fields are present

Scenario > + > Slack > Create a Message

Add Slack Module

Insert the Slack module to handle posting celebration messages. This creates the output channel for your deal notifications.

1. 1Click the '+' button after your Salesforce module
2. 2Search for 'Slack' in the app selector
3. 3Select 'Slack' from the results
4. 4Choose 'Create a Message' as the action type

Slack module > Connection > Add

Connect Slack Account

Authenticate your Slack workspace to enable message posting. This gives Make permission to post on behalf of the bot user.

1. 1Click 'Add connection' in the Slack connection dropdown
2. 2Select your Slack workspace from the list
3. 3Click 'Allow' to grant Make posting permissions
4. 4Return to Make and verify the connection is established

Slack module > Channel > #wins

Configure Slack Channel

Set up the destination channel and basic message structure. This determines where celebrations appear and who sees them.

1. 1Select your #wins channel from the Channel dropdown
2. 2Set 'Text' as the message type
3. 3Leave 'As User' unchecked to post as the Make bot
4. 4Set thread timestamp to empty (post as new message, not reply)

Slack module > Text field

Build Celebration Message

Create the message template using Salesforce data fields. This formats your deal details into an engaging team announcement.

1. 1Click in the 'Text' field to open the mapping panel
2. 2Type '🎉 New Win! ' as your message opening
3. 3Insert the 'Name' field from Salesforce data
4. 4Add ' - $' followed by the 'Amount' field
5. 5Insert a line break and add 'Rep: ' followed by the 'Owner Name' field
6. 6Add another line with 'Account: ' and the 'Account Name' field

🔔 New Lead: {{1.FirstName}} {{1.LastName}}
Email: {{1.Email}}
Company: {{1.Company}}
Status: {{1.LeadStatus}}

Slack module > Text field

Add Deal Link

Include a direct link to the Salesforce opportunity for easy access. This lets team members quickly view deal details if needed.

1. 1Add a new line in your message template
2. 2Type 'View Deal: '
3. 3Insert your Salesforce base URL (like https://yourorg.lightning.force.com/)
4. 4Add '/lightning/r/Opportunity/'
5. 5Map the opportunity 'Id' field from Salesforce
6. 6Add '/view' at the end

Scenario > Run once

Test Complete Workflow

Run the full scenario to verify Slack messages post correctly. This validates your entire workflow end-to-end.

1. 1Click 'Run once' to execute the complete scenario
2. 2Check your #wins Slack channel for the test message
3. 3Verify all fields populated correctly (deal name, amount, rep, account)
4. 4Test the Salesforce link by clicking it
5. 5Confirm the message format looks professional

Salesforce module > Schedule (clock icon)

Set Scenario Schedule

Configure how frequently Make checks for new closed deals. This determines the delay between deal closure and celebration.

1. 1Click the clock icon on your Salesforce trigger module
2. 2Select 'Every 15 minutes' from the schedule options
3. 3Set the start time to your current time
4. 4Click 'OK' to save the schedule

Scenario > ON/OFF toggle

Activate Scenario

Turn on your workflow to start celebrating deals automatically. This puts your scenario into production mode.

1. 1Click the 'ON/OFF' toggle switch in the bottom left
2. 2Confirm activation when prompted
3. 3Verify the scenario shows as 'ON' with a green indicator
4. 4Save your scenario with a descriptive name like 'Closed Deals to Slack'

Drop this into a Make custom function.

formatCurrency({{Amount}}; "USD") - Properly formats Salesforce amounts as $1,234.56 instead of 1234.56000

formatCurrency({{Amount}}; "USD") - Properly formats Salesforce amounts as $1,234.56 instead of 1234.56000