Alert Slack on large Salesforce opportunities using Flow Builder

Prerequisites

Step 1: Create a Record-Triggered Flow

In Salesforce Setup, navigate to Flows and click New Flow. Select Record-Triggered Flow.

• Object: Opportunity
• Trigger: A record is created
• Entry conditions: Amount greater than or equal to 50000

Entry conditions handle the filtering natively — no separate Decision element is needed for a simple threshold check.

Step 2: Get the Account name

Add a Get Records element to fetch the related Account:

• Object: Account
• Filter: Id equals {'{'}$Record.AccountId{'}'}
• Store: Automatically store all fields

This gives you Account.Name to include in the Slack message.

Step 3: Send the Slack message

Option A: Native Slack action (AppExchange app)

If you have the Salesforce for Slack app installed, add a Send Slack Message action:

• Channel: #executive-deals
• Message: Use merge fields for Opportunity.Name, Amount, Owner.Name, and the Account name from Step 2

Option B: HTTP Callout to Slack Webhook

For richer formatting, use an HTTP Callout action (or Apex Invocable) to send Block Kit JSON to a Slack Incoming Webhook:

• URL: Your Slack Incoming Webhook URL
• Method: POST
• Body:

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

Replace your-org with your Salesforce domain.

Step 4: Activate the Flow

1. Click Save, then Activate
2. Create a test Opportunity with Amount set to $60,000
3. Verify the Slack message appears in your channel
4. Create a second test Opportunity under $50K and confirm no alert fires

Cost

Record-Triggered Flows are included in all Salesforce Enterprise, Unlimited, and Developer editions at no additional cost.