Prerequisites:

You will have to have an existing field in salesforce to capture opportunity lost reason. It can be any existing field or a custom salesforce field.

To set up this workflow:

Once the Salesforce setup given above is done,

  1. Go to the Momentum web app. You can navigate to Momentum directly from your Slack workspace.

    1. Find the Momentum app from the list of apps in your Slack workspace and click on "Momentum App" displayed at the top.

    2. This will directly take you to the Momentum app, where you can now set up your workflow

  2. Next, click on "Library of Recipes" on the left

3. You will find a list of available recipes here. Select the recipe titled "Closed Lost notification, requesting reason in a specified Slack channel"

4. Enter the details shown in the recipe.

A quick look at what the fields imply:

Although, the fields given are self-explanatory, here are a few additional details if required.

Name & description

Here the name implies the name of the workflow which is created using the recipe. Adding a sensible name and description to the workflow will help you keep your workflows organized.

Select the stage(s), after which, if an opportunity moves to closed lost, should be notified.

Minimum stage(s) after which any user with relevant permissions in the Slack channel has to give a lost reason.

Salesforce field which captures opportunity lost reason

Salesforce's opportunity object should have one text field which can capture the opportunity lost reason. The field can be an existing field or a custom field created by the user.

Channel where the announcement needs to be posted

This dropdown will list all the Slack channels available in your workspace. Notification is sent to this channel as a dialogue, to update the lost reason. Once updated, the selected salesforce field will record the reason given and notify of the same in this channel

An example use case:

Assume that a lost reason is required once the opportunity is lost after reaching the stages, Negotiation or proposal. So, in this case, you can enter the following details:

Name

Opportunity lost reason once the opportunity is moved from negotiation or proposal to closed lost.

Select the stage(s), after which, if an opportunity moves to closed lost, should be notified

Since this is a multi-select field, we can pick one or more stages. In this case, it’ll be “Proposal” & “Negotiation”

Salesforce field which captures opportunity lost reason

Lost Reason This is a custom salesforce field used in this example.

Channel where the announcement needs to be posted

#lost-opportunity In this case, assume there is a channel dedicated to lost opportunities where these details need to be posted.

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.


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