Quick Start: Create Opportunity Deal Room Channel

Creating a Deal Room for an Opportunity is a very common use case.  The Salesforce Flow below outlines creating a deal room channel, adding the appropriate members, and posting notifications.

Below is the overview of the Salesforce Flow:

The following the steps outline how to construct the Salesforce Flow above.

• The Salesforce Flow is a record triggered Flow on the creation of the Opportunity Object.  However, this flow can be triggered by a stage update or any other triggering event.
  • Note: The flow runs on the Asynchronously path as it calls out to Slack.

• The next step is to collect the members for the Deal Room Channel, this step will likely require a loop as the Members can be pulled from the Account or Opportunity Teams.
  • First Step for adding Members from a Team, is to use a Salesforce Get Flow Element to query the Team Member Records.
    • Note: To ensure all Members are add be sure to select "All Records" this will provide a collection.

• Next, add a Loop Salesforce Flow Element and select the Collection from the Get Element above.

• Within the Loop add an Assignment Salesforce Element, that element will require a new collection variable

• The Assignment Variable is Configuration with an Add Operator, adding the Centro_Slack_UserId__c from the User Record to the VarMembers Collection Variable.

• The next step is to add the Create Slack conversation and invite users, which is an Action type Salesforce Flow Element located in Centro categories.  Here is the detailed article for this Centro Salesforce Flow Element.
  • Centro recommends using a Formula to construct a unique channel name.

• To finalize the Centro Create Channel Flow Element, expand the Advanced section of the element.  Three text variables are required to improve the error handling of this flow.

• The next section of the flow is posting the Record Block to the newly created channel and error handling for flow.
• Add a decision flow element to the flow to handle flow errors. The decision element has an outcome for when the Channel is created and the default outcome for when the Channel fails to be created.
• Post the Record Block to the newly created channel by adding the Send notification message to Slack to the Channel Created outcome of the Decision Flow Element. Here is the detailed article on the Send Notification Flow Element, but only the following configurations are required for this example.

• To manage the error handling in the default outcome use the same Salesforce Flow Element as above. Add the Centro: Send a notification message to Slack Flow Element and configure it as follows. Add the error message variables to the message.