Send a Slack alert when a Salesforce deal changes stage using Flow Builder

Prerequisites

Overview

Salesforce Record-Triggered Flows fire automatically when a record is created or updated. You'll create a flow that watches the Opportunity object for changes to the StageName field, then sends a Slack notification with the deal details and a link back to the record.

Step 1: Create a new Record-Triggered Flow

Navigate to Setup → Flows → New Flow → Record-Triggered Flow.

Configure the trigger:

• Object: Opportunity
• Trigger the Flow When: A record is updated
• Condition Requirements: All Conditions Are Met
• Condition 1: StageName — Is Changed — True

Set When to Run the Flow for Updated Records to Only when a record is updated to meet the condition requirements.

This ensures the flow only fires when the StageName field actually changes, not on every Opportunity save.

Step 2: Add a Decision element (optional)

If you only want alerts for specific stage transitions, add a Decision element after the trigger:

• Label: Check Stage
• Outcome 1 — High-Value Stages:
  • StageName Equals Negotiation/Review
  • OR StageName Equals Closed Won
  • OR StageName Equals Closed Lost
• Default Outcome: No alert needed

Route the High-Value Stages outcome to the Slack action. Route the default outcome to the end of the flow.

Skip this step if you want alerts for every stage change.

Step 3: Send a Slack notification

You have two options depending on your Slack setup.

Option A: Salesforce for Slack app (native action)

If your org has the Salesforce for Slack app installed:

1. Add an Action element
2. Search for Send Slack Message
3. Configure:
   • Channel or DM: Enter your Slack channel ID (e.g., C0123456789)
   • Message: Use merge fields to build the message text

Example message:

🔄 Deal Stage Changed
{!Opportunity.Name} moved to {!Opportunity.StageName}
Amount: {!Opportunity.Amount}
Owner: {!Opportunity.Owner.Name}
View: {!Opportunity.Id}

Option B: HTTP Callout to Slack Incoming Webhook

For custom Block Kit formatting, use an HTTP Callout action:

1. Go to Setup → Named Credentials and create a credential for your Slack webhook URL
2. Go to Setup → External Services and register a new service pointing to the Slack webhook
3. In your flow, add an Action element using the External Service callout

The HTTP body should be:

{
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "🔄 *Deal Stage Changed*\n*Acme Corp — Enterprise License* moved to *Negotiation/Review*\nAmount: $125,000\nOwner: Jane Smith"
      }
    },
    {
      "type": "context",
      "elements": [
        {
          "type": "mrkdwn",
          "text": "<https://yourorg.my.salesforce.com/006XXXXXXXXXXXXXXX|View in Salesforce>"
        }
      ]
    }
  ]
}

In Flow Builder, replace the hardcoded values with merge fields like {'{'}!Opportunity.Name{'}'} and {'{'}!Opportunity.StageName{'}'}.

Step 4: Activate the flow

1. Click Save and give your flow a name (e.g., "Opportunity Stage Change → Slack Alert")
2. Click Activate
3. Test by editing an Opportunity's stage in Salesforce and verifying the Slack message appears

Cost

Record-Triggered Flows and the Salesforce for Slack app are included in Enterprise, Unlimited, and Developer editions at no additional cost.