Prerequisites:
You will have to have an existing field in salesforce which lists the salesforce users. The user given in this field will be sent the notification for closed-won, asking to enter a celebratory note to share with the team.
To set up this workflow:
- Go to the Momentum web app. You can navigate to Momentum directly from your Slack workspace.
a) Find the Momentum app from the list of apps in your Slack workspace and click on "Momentum App" displayed at the top.
b) This will directly take you to the Momentum app where you can now set up your workflow
- Next, click on "Library of Recipes" on the left
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- You will find a list of available recipes here. Select the recipe titled "Closed Won notification with Celebratory Note"
- Enter the details shown in the recipe.
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A quick look at what the fields imply:
Although, the fields given are self-explanatory, here are a few additional details if required.
An example use case:
Assume the assigned “<>” is supposed to receive a notification of an opportunity closed won.
Finally, click on create recipe & your workflow is all set to be used!
You can activate or deactivate your workflow anytime using the “active” switch in momentum home.