Momentum Emoji-based commands

React to different messages in your Smart Deal Rooms with specific emojis to tell Momentum what to do with them.

Emoji

Result

Example

📁 (:file_folder:) on Messages

Capture this Slack comment as a Note in the Salesforce Opportunity

📁 (:file_folder:) on Files

Capture Files in the Salesforce Opportunity

👆 (:point_up:)

Capture comment as a deal highlight

📞 (:telephone:)

Log notes as a Call note in your Opportunity

Inline Updates

Update common Salesforce fields by including them in any messages that you send in your Smart Deal Rooms. Field names and values are flexible. Don't worry about capitalizing field names or writing dates in a detailed format (see examples).

Inline Update

Result

Examples

Next Step: Team Demo

Updates the Next Step field to the value: Team Demo

Amount: 30000

Updates the Amount field to the value of $30,000

Close Date: tomorrow

Updates. the Close Date field to the following date

Slash Commands

Momentum Slash commands can be run from anywhere in your slack. Just type / in the message bar, and most commands will start showing up as you type them down.

If you submit a command from within a Smart Deal Room, Momentum will automatically know what Opportunity you're trying to act on. Otherwise, it will ask.

Slash Command

Result

Examples

/momentum-update-deal

Bring up a popup to update your Salesforce opportunity from Slack

/momentum-start-dealroom

Create a Smart Deal Room for one of your Opportunities from anywhere in Slack

/momentum-deal-assist

Trigger a Deal Assist request for one of your deals

/momentum-sub-lead-creation

Subscribe to lead creation notification

/momentum-rename-dealroom

Easily rename a Momentum Dealroom

/momentum-sfdc-dashboard

View your Salesforce dashboard in Slack

/momentum-status

Quickly check the status of any Dealroom

/momentum-subscribe-sfdc-calls

Subscribe to Call Log from Salesforce

/momentum-subscribe-tasks

Subscribe notifications for Salesforce tasks

/momentum-unsubscribe-sfdc-calls

Unsubscribe to Salesforce Call Logs

/momentum-unsub-lead-creation

Unsubscribe to lead creation notification

/momentum-raise-issue

Raise an issue for a deal and get the right people involved

/momentum-unsubscribe-tasks

Unsubscribe Salesforce tasks notification

/momentum-link-connect-channel

Link Connect Channel to Salesforce Object

Check out this page for more details.

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