In the chaotic world of pipeline management, maintaining transparency and fostering cross-team collaboration are paramount. However, the manual creation and tracking of deal rooms in Slack can be a time-consuming task, leading to delays, oversights, and missed opportunities.
With Deal Room Automations, you can automatically generate deal rooms in Slack based on predefined conditions. This allows for proactive information sharing, leaving no room for overlooked details. Now, your team can channel their energy towards propelling the deal forward without missing a beat.
Required: Choose a Salesforce Field to Store Deal Room IDs
To create a Deal Room Automation, you need to provide a custom Salesforce field that we can use to store the Slack channel IDs of the created deal rooms.
This is necessary so you can later reference this field when sending automated notifications to the deal room for each record, like sending Acme-related alerts to #deal-acme, and Dunder Mifflin ones to #deal-dundermifflin.
Example:
Opportunity | Deal room ID (in SFDC) |
Acme | C05LNNGGCLV (points to #deal-acme) |
Dunder Mifflin | C94LTTPHCPK (points to #deal-dundermifflin) |
To add a custom Salesforce field for Slack channel IDs:
Navigate to Object Manager in SFDC Settings
Choose the Object
Field on the Account Object: If you want multiple opportunities that belong to the same account to live in the same Deal room channel
Field on the Opportunity Object: If you want a separate deal room channel for each type of Opportunity
Set the custom Salesforce field as a text field
Name the field, recommendations include: Deal Room ID, Slack Channel ID, Channel ID, etc.
Required: Slack Workspace Settings
Please configure the following Slack workspace settings so Scratchpad can help manage your deal rooms.
Navigate to your Workspace in the top left corner of Slack
Select Tools & settings, then Workspace settings
Under the Permissions tab, expand Channel Management
Set the setting under People who can create public channels to Everyone, except guests (default)
Configure an Automation to Automatically Create Deal Rooms
Navigate to Automations within your Scratchpad Navigation Sidebar
Select + New Automation in the top right, then Create a Deal Room
Name your Automation and add additional Conditions, if you'd like
Example: Amount is greater than $50K
Under Configuration, select the Deal room ID field so we can save the Slack channel IDs for newly created deal rooms
Set your desired Deal room name with variables. We will follow Slack channel guidelines:
Conversation names can only contain lowercase letters, numbers, hyphens, and underscores, and must be 80 characters or less.
Channel name cannot be the same as a Workspace Member or Bot.
If variable names introduce special characters, we will remove them. If variable names make the resulting channel name exceed 80 characters, we will truncate it to 80 characters.
Invite key stakeholders under User or User fields, then customize your Welcome message
Select Save in the top right corner
Send Dynamic Notifications to Deal Rooms
Now that your Deal Rooms are created, you can leverage Automations to send dynamic deal alerts to these channels in Slack - bringing visibility to updates and changes.
We'll be using the Deal room ID field you set earlier. Scratchpad will automatically recognize the Account or Opportunity based on the Deal room ID and fire the Automation to the respective Deal Room - like sending Acme-related alerts to #deal-acme, and Dunder Mifflin ones to #deal-dundermifflin.
Navigate to Automations within your Scratchpad Navigation Sidebar
Select + New Automation in the top right, then Start from scratch or select a template of your choice
Configure the Automation to your liking, learn more here
Example: Change-Based Automation for Stage progressions
Toggle on Slack under Delivery Methods, learn more on Slack Automations here
Under Slack Channels, select the field you created under Deal room ID fields
Select Save in the top right corner
Curious to learn more? Book time with a Product Specialist today!