Alert Slack on large Salesforce opportunities using n8n

Prerequisites

Step 1: Create a Salesforce Connected App

In Salesforce Setup, navigate to App Manager and click New Connected App:

• Enable OAuth Settings: checked
• Callback URL: your n8n OAuth callback URL (e.g., https://your-n8n.app.n8n.cloud/rest/oauth2-credential/callback)
• OAuth Scopes: Full access (full) or at minimum api and refresh_token

Save and copy the Consumer Key and Consumer Secret.

Step 2: Add Salesforce Trigger

Add a Salesforce Trigger node:

• Credential: Create a new Salesforce OAuth2 credential using the Connected App keys
• Event: Opportunity Created

This polls Salesforce for new Opportunities on your configured interval.

Step 3: Filter by amount

Add an IF node:

• Condition: {{ $json.Amount }} greater than 50000

Only opportunities over $50K proceed to the next step.

Step 4: Fetch Account details

Add a Salesforce node to get the Account name:

• Operation: Get
• Object: Account
• Record ID: {{ $('Salesforce Trigger').first().json.AccountId }}

Step 5: Send Slack alert

Add a Slack node:

• Channel: #executive-deals or #sales-leadership
• Message Type: Block Kit

{
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": ":dart: *New Large Opportunity Created*\n*{{ $('Salesforce Trigger').first().json.Name }}*\nAmount: *${{ parseFloat($('Salesforce Trigger').first().json.Amount).toLocaleString() }}*\nStage: {{ $('Salesforce Trigger').first().json.StageName }}\nOwner: {{ $('Salesforce Trigger').first().json.Owner.Name }}\nAccount: {{ $('Get Account').first().json.Name }}"
      }
    },
    {
      "type": "context",
      "elements": [
        {
          "type": "mrkdwn",
          "text": "<https://your-org.lightning.force.com/lightning/r/Opportunity/{{ $('Salesforce Trigger').first().json.Id }}/view|View in Salesforce>"
        }
      ]
    }
  ]
}

Replace your-org with your Salesforce domain.

Step 6: Activate

1. Test by creating an Opportunity over $50K in Salesforce
2. Verify the Slack alert appears with correct deal details
3. Toggle the workflow to Active

Cost

• n8n Cloud: Each trigger poll counts as 1 execution. Deals under $50K stop at the IF node but still count as 1 execution.
• Self-hosted: Free, unlimited executions.