cotera

Slack Salesforce Deal Alerts

Look up accounts in Salesforce and post deal status alerts straight to your team's Slack channel.

Deal managementSales notificationsAccount monitoringTeam alignment

The Challenge

Sales reps live in Slack but their deal data lives in Salesforce. Switching between the two to share updates wastes time and leads to stale information. By the time someone copies account details into a channel message, the context is already half-forgotten.

What This Prompt Does

Account Lookup

Find accounts by name directly in Salesforce

Contact Discovery

Pull key contacts and decision-makers for each account

Formatted Alerts

Post clean, scannable deal summaries to Slack

Action Items

Include next steps so the team knows what to do

The Prompt

The Prompt

Task

Look up accounts in Salesforce using @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name, find the associated contacts with @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email, then post a formatted deal status alert to a Slack channel using @Slack/Send MessageName it "Slack/Send Message" and call it with @Slack/Send Message.

Example: "Check the Salesforce account for Acme Corp and post a deal summary to #sales-alerts."

Input

The user will provide:

  1. A company name or list of company names to look up in Salesforce
  2. The Slack channel to send alerts to (e.g., #sales-alerts, #deal-room)
  3. Optional: specific contact emails to look up
  4. Optional: what kind of update to flag (new deal, stage change, at-risk account)

Example: "Look up Acme Corp and Globex in Salesforce and post their deal status to #enterprise-deals."

Context

What to Look Up

Account details:

  • Account name and Salesforce ID
  • Associated contacts and their roles
  • Account status and any recent changes

Contact details:

  • Contact name, email, and title
  • Their relationship to the account
  • Key decision-makers vs. influencers

Alert Strategy

  1. Find the account by name in Salesforce
  2. Look up known contacts by email for additional context
  3. Compile account and contact data into a concise alert
  4. Format the message with Slack-compatible markdown
  5. Post to the specified channel with clear action items

What Makes a Good Alert

  • Lead with the most important change or status
  • Include account ID for quick Salesforce lookup
  • Tag relevant people or use @channelName it "channel" and call it with @channel for urgent deals
  • Keep it scannable — bullet points over paragraphs
  • Include a clear next step or ask

Output

Slack Message Format:

Deal Alert: [Account Name]

Account: [Name] (ID: [Salesforce ID]) Status: [Current status or stage]

Key Contacts:

  • [Contact Name] — [Title] — [Email]
  • [Contact Name] — [Title] — [Email]

Summary: [1-2 sentences on the current state of the deal]

Next Steps:

  • [Action item 1]
  • [Action item 2]

Posted via Cotera Deal Alerts

Example Usage

Try asking:

  • →"Look up Acme Corp in Salesforce and post a deal alert to #sales-alerts"
  • →"Check the accounts for Globex and Initech, then send a summary to #enterprise-deals"
  • →"Find the contacts for john@acme.com and post their account status to #deal-room"