The
deals to watch feed channel notifies members when a Salesforce opportunity within a certain
probability and amount range is created or updated. Salesforce admins can customize the
probability percentage and range that triggers notification. Customize which
opportunity changes trigger feed channel notifications using Flow Builder.
Required Editions
| User Permissions Needed |
| To open and edit a flow in Flow Builder: |
Manage Flow |
By default, the Deals to Watch flow sends notifications when an opportunity is created or
updated with a probability greater or equal to 50 and an amount greater than $0.
- From Setup, go to Flows.
- Open the Send Slack Notification When template, and save it with a unique name.
- Save the flow, and activate it.
- Open the activated flow, and click Start.
- To edit the Probability and Amount triggers, in the Object: Opportunity section, click
Edit.
- Under Set Entry Conditions, specify the probability and the amount. .
For example, your company wants to stay on top of opportunities that have at least a 70%
probability of closing and bring in $100,000 or more.
The Probability field is updated when an opportunity’s Stage value changes, even if the
field is marked as read only on your page layout. Users with edit access to the Probability
field can override the value.
- For the Configure Trigger, we recommend leaving A record is created or
updated selected. Doing so ensures that notifications are sent for newly created
opportunities that start later stages, which also causes the Probability field to start at a
higher percentage.
