Every Monday, each rep gets one Slack message listing their Salesforce deals with no activity or stage change in two weeks, biggest first.
Uses
Salesforce
Slack
Nudge reps about stalled Salesforce deals
Run every Monday at 08:00.Run every Monday at 08:00.
Set salesforceAddress to blank.Set salesforceAddress to blank.Set daysIdle to 14.Set daysIdle to 14.Set managerEmail to blank.Set managerEmail to blank.Set currency to USD.Set currency to USD.Set maxDealsPerMessage to 20.Set maxDealsPerMessage to 20.
Trim currency and save it as currency.Trim currency and save it as currency.
Make currency uppercase and save it as currency.Make currency uppercase and save it as currency.
If the length of currency is not 3If the length of currency is not 3Yes
Stop and report a problem: Set 'currency' to the three-letter code of the currency your Salesforce amounts are in, such as USD, GBP or EUR.Stop and report a problem: Set 'currency' to the three-letter code of the currency your Salesforce amounts are in, such as USD, GBP or EUR.No
No steps
Trim managerEmail and save it as managerEmail.Trim managerEmail and save it as managerEmail.If managerEmail isn't blank and managerEmail doesn't contain @If managerEmail isn't blank and managerEmail doesn't contain @Yes
Stop and report a problem: Set 'managerEmail' to the email address the sales manager uses in Slack, such as dana@yourcompany.com, or leave it empty to skip the manager's summary.Stop and report a problem: Set 'managerEmail' to the email address the sales manager uses in Slack, such as dana@yourcompany.com, or leave it empty to skip the manager's summary.No
No steps
Trim salesforceAddress and save it as salesforceLink.Trim salesforceAddress and save it as salesforceLink.If salesforceLink doesn't contain ://If salesforceLink doesn't contain ://Yes
Change salesforceLink to https://@salesforceLink.Change salesforceLink to https://@salesforceLink.No
No steps
Extract the first domain from salesforceLink and save it as salesforceHost.Extract the first domain from salesforceLink and save it as salesforceHost.Replace .lightning.force.com with .my.salesforce.com in salesforceHost and save it as salesforceHost.Replace .lightning.force.com with .my.salesforce.com in salesforceHost and save it as salesforceHost.Replace .my.salesforce-setup.com with .my.salesforce.com in salesforceHost and save it as salesforceHost.Replace .my.salesforce-setup.com with .my.salesforce.com in salesforceHost and save it as salesforceHost.If salesforceHost doesn't end with .my.salesforce.comIf salesforceHost doesn't end with .my.salesforce.comYes
Stop and report a problem: '@salesforceAddress' does not look like your Salesforce address. Paste the My Domain URL you used when you connected Salesforce, such as https://acme.my.salesforce.com (in Salesforce Setup, search for My Domain to find it), into 'salesforceAddress' and run it again.Stop and report a problem: '@salesforceAddress' does not look like your Salesforce address. Paste the My Domain URL you used when you connected Salesforce, such as https://acme.my.salesforce.com (in Salesforce Setup, search for My Domain to find it), into 'salesforceAddress' and run it again.No
No steps
Get today's date and save it as today.Get today's date and save it as today.
Set daysBack to daysIdle multiplied by -1.Set daysBack to daysIdle multiplied by -1.Move today by daysBack days and save it as cutoffDate.Move today by daysBack days and save it as cutoffDate.Get the date 1 day after cutoffDate and save it as dayAfterCutoff.Get the date 1 day after cutoffDate and save it as dayAfterCutoff.Make dayAfterCutoff readable as “2026-11-02T14:05:00Z” and save it as stageCutoff.Make dayAfterCutoff readable as “2026-11-02T14:05:00Z” and save it as stageCutoff.Set stalledDeals to an empty list.Set stalledDeals to an empty list.Set afterId to blank.Set afterId to blank.Set morePages to true.Set morePages to true.Set pagesRead to 0.Set pagesRead to 0.Set readCapped to false.Set readCapped to false.
While morePages is yes:While morePages is yes:Set idFilter to blank.Set idFilter to blank.If afterId isn't blankIf afterId isn't blankYes
Build the text AND Id > '@afterId' and save it as idFilter.Build the text AND Id > '@afterId' and save it as idFilter.No
No steps
If a step below fails, save the error as salesforceErrorIf a step below fails, save the error as salesforceErrorTry
SalesforceRun a query. Save it as stalledPage.Run a query. Save it as stalledPage.SELECT Id, Name, Amount, StageName, CloseDate, LastActivityDate, LastStageChangeDate, CreatedDate, Owner.Name, Owner.Email, Owner.IsActive, Account.Name FROM Opportunity WHERE IsClosed = false AND (LastActivityDate = null OR LastActivityDate <= cutoffDate) AND (LastStageChangeD...
Combine stalledDeals and stalledPage.records into one list and save it as stalledDeals.Combine stalledDeals and stalledPage.records into one list and save it as stalledDeals.Change morePages to false.Change morePages to false.If stalledPage.records isn't emptyIf stalledPage.records isn't emptyYes
If stalledPage.done is no or the length of stalledPage.records is greater than or…If stalledPage.done is no or the length of stalledPage.records is greater than or…Yes
Change afterId to stalledPage.records[-1].Id.Change afterId to stalledPage.records[-1].Id.Change morePages to true.Change morePages to true.No
No steps
No
No steps
On error
Stop and report a problem: [Could not read your open opportunities from Salesforce, so nobody was messaged. Salesforce said: , salesforceError.message with the pattern ([^.!?])$ replaced by $1., Check the Salesforce connection in Lodol, then run the workflow again.] joined by nothing.Stop and report a problem: [Could not read your open opportunities from Salesforce, so nobody was messaged. Salesforce said: , salesforceError.message with the pattern ([^.!?])$ replaced by $1., Check the Salesforce connection in Lodol, then run the workflow again.] joined by nothing.Add 1 to pagesRead.Add 1 to pagesRead.If morePages is yes and pagesRead is greater than or equal to 10If morePages is yes and pagesRead is greater than or equal to 10Yes
Change readCapped to true.Change readCapped to true.Change morePages to false.Change morePages to false.No
No steps
Count the items in stalledDeals and save it as stalledCount.Count the items in stalledDeals and save it as stalledCount.If stalledCount is 0If stalledCount is 0Yes
Finish the run: No open opportunity has gone daysIdle days or more without activity or a stage change, so nobody was messaged.Finish the run: No open opportunity has gone daysIdle days or more without activity or a stage change, so nobody was messaged.No
No steps
Set alreadySent to an empty list.Set alreadySent to an empty list.If a step below fails, save the error as logErrorIf a step below fails, save the error as logErrorTry
Get the stored value 'stalled_deal_nudges'. Save it as nudgeLog.Get the stored value 'stalled_deal_nudges'. Save it as nudgeLog.If nudgeLog.found is yesIf nudgeLog.found is yesYes
Keep each item in nudgeLog.value where item starts with today and save it as alreadySent.Keep each item in nudgeLog.value where item starts with today and save it as alreadySent.No
No steps
On error
Stop and report a problem: Could not check who has already been sent today's list, so nobody was messaged rather than risk sending someone a second copy. Run the workflow again in a few minutes.Stop and report a problem: Could not check who has already been sent today's list, so nobody was messaged rather than risk sending someone a second copy. Run the workflow again in a few minutes.Get Amount from every item in stalledDeals and save it as dealAmounts.Get Amount from every item in stalledDeals and save it as dealAmounts.
Add up dealAmounts and save it as stalledValue.Add up dealAmounts and save it as stalledValue.Format stalledValue as a currency with 0 decimal places and save it as stalledValueText.Format stalledValue as a currency with 0 decimal places and save it as stalledValueText.Build the text , worth @stalledValueText and save it as summaryValueNote.Build the text , worth @stalledValueText and save it as summaryValueNote.If stalledValue is 0If stalledValue is 0Yes
Change summaryValueNote to blank.Change summaryValueNote to blank.No
No steps
Group the items in stalledDeals by Owner.Email, with the total Amount of each and save it as repGroups.Group the items in stalledDeals by Owner.Email, with the total Amount of each and save it as repGroups.Sort repGroups by total, largest first and save it as repsByValue.Sort repGroups by total, largest first and save it as repsByValue.Set repsMessaged to an empty list.Set repsMessaged to an empty list.Set repsAlreadySent to 0.Set repsAlreadySent to 0.Set unreachedReps to an empty list.Set unreachedReps to an empty list.Set inactiveOwners to an empty list.Set inactiveOwners to an empty list.Set unrecorded to an empty list.Set unrecorded to an empty list.Set managerLines to an empty list.Set managerLines to an empty list.For each rep in repsByValue:For each rep in repsByValue:Sort rep.items by Amount, largest first and save it as repDeals.Sort rep.items by Amount, largest first and save it as repDeals.Set repName to repDeals[0].Owner.Name.Set repName to repDeals[0].Owner.Name.Make rep.key lowercase and save it as repEmail.Make rep.key lowercase and save it as repEmail.Build the text @today @repEmail and save it as sentKey.Build the text @today @repEmail and save it as sentKey.Format rep.total as a currency with 0 decimal places and save it as repValue.Format rep.total as a currency with 0 decimal places and save it as repValue.Set dealWord to deals.Set dealWord to deals.Set verbWord to have.Set verbWord to have.If rep.count is 1If rep.count is 1Yes
Change dealWord to deal.Change dealWord to deal.Change verbWord to has.Change verbWord to has.No
No steps
Set repNote to blank.Set repNote to blank.If repEmail is blankIf repEmail is blankYes
Change repName to Owner with no email address in Salesforce.Change repName to Owner with no email address in Salesforce.Change repNote to (nobody to message).Change repNote to (nobody to message).Add rep.count dealWord whose owner has no email address Salesforce would return to the end of unreachedReps and save it as unreachedReps.Add rep.count dealWord whose owner has no email address Salesforce would return to the end of unreachedReps and save it as unreachedReps.Else if @repDeals[0].Owner.IsActive is no
Change repNote to (no longer active in Salesforce, so nobody was messaged).Change repNote to (no longer active in Salesforce, so nobody was messaged).Add repName to the end of inactiveOwners and save it as inactiveOwners.Add repName to the end of inactiveOwners and save it as inactiveOwners.Else if @alreadySent contains @sentKey is yes
Add 1 to repsAlreadySent.Add 1 to repsAlreadySent.Otherwise
Set dealLines to an empty list.Set dealLines to an empty list.Take the first maxDealsPerMessage items of repDeals and save it as listedDeals.Take the first maxDealsPerMessage items of repDeals and save it as listedDeals.For each deal in listedDeals:For each deal in listedDeals: Use deal.LastStageChangeDate, or deal.CreatedDate if it is empty and save it as stageMoved. Use deal.LastStageChangeDate, or deal.CreatedDate if it is empty and save it as stageMoved. Make stageMoved readable as “2026-11-02” and save it as lastTouched. Make stageMoved readable as “2026-11-02” and save it as lastTouched. If deal.LastActivityDate is greater than lastTouched If deal.LastActivityDate is greater than lastTouchedYes
Change lastTouched to deal.LastActivityDate.Change lastTouched to deal.LastActivityDate.No
No steps
Count the days from lastTouched to today and save it as idleFor. Count the days from lastTouched to today and save it as idleFor. Set dealAmount to no amount. Set dealAmount to no amount. If deal.Amount isn't empty If deal.Amount isn't emptyYes
Format deal.Amount as a currency with 0 decimal places and save it as dealAmount.Format deal.Amount as a currency with 0 decimal places and save it as dealAmount.No
No steps
Make deal.CloseDate readable as “Nov 2, 2026” and save it as closeDay. Make deal.CloseDate readable as “Nov 2, 2026” and save it as closeDay. Set closeNote to closes closeDay. Set closeNote to closes closeDay. If deal.CloseDate is less than today If deal.CloseDate is less than todayYes
Build the text close date @closeDay has passed and save it as closeNote.Build the text close date @closeDay has passed and save it as closeNote.No
No steps
Use deal.Account.Name, or no account if it is empty and save it as accountName. Use deal.Account.Name, or no account if it is empty and save it as accountName. Replace < with < in deal.Name and save it as dealName. Replace < with < in deal.Name and save it as dealName. Replace > with > in dealName and save it as dealName. Replace > with > in dealName and save it as dealName. Add • <https://@salesforceHost/@deal.Id|@dealName> · accountName · dealAmount · deal.StageName · closeNote · idleFor days idle to the end of dealLines and save it as dealLines. Add • <https://@salesforceHost/@deal.Id|@dealName> · accountName · dealAmount · deal.StageName · closeNote · idleFor days idle to the end of dealLines and save it as dealLines.Join dealLines with a new line and save it as dealList.Join dealLines with a new line and save it as dealList.Set moreNote to blank.Set moreNote to blank.If rep.count is greater than maxDealsPerMessageIf rep.count is greater than maxDealsPerMessageYes
Set unlistedCount to rep.count minus maxDealsPerMessage.Set unlistedCount to rep.count minus maxDealsPerMessage.Build the text _Plus @unlistedCount more not shown here, smaller or without an amount._ and save it as moreNote.Build the text _Plus @unlistedCount more not shown here, smaller or without an amount._ and save it as moreNote.No
No steps
Build the text , worth @repValue and save it as valueNote.Build the text , worth @repValue and save it as valueNote.If rep.total is 0If rep.total is 0Yes
Change valueNote to blank.Change valueNote to blank.No
No steps
If a step below fails, save the error as slackErrorIf a step below fails, save the error as slackErrorTry
SlackSend a direct message to repEmail. Save it as repDm.Send a direct message to repEmail. Save it as repDm.*rep.count of your deals verbWord gone quiet@valueNote*
No logged activity and no stage change in Salesforce for daysIdle days or more. Biggest first:
dealList@moreNote
Log a call, email or meeting on a deal, or move it to its next stage, and it drops off this list. If a d...Add repName to the end of repsMessaged and save it as repsMessaged.Add repName to the end of repsMessaged and save it as repsMessaged.Add sentKey to the end of alreadySent and save it as alreadySent.Add sentKey to the end of alreadySent and save it as alreadySent.If a step below fails, save the error as recordErrorIf a step below fails, save the error as recordErrorTry
Set the stored value 'stalled_deal_nudges' to alreadySent. Save it as sentRecorded.Set the stored value 'stalled_deal_nudges' to alreadySent. Save it as sentRecorded.On error
Add repName to the end of unrecorded and save it as unrecorded.Add repName to the end of unrecorded and save it as unrecorded.On error
Change repNote to (could not be messaged in Slack).Change repNote to (could not be messaged in Slack).Add repName (repEmail): slackError.message to the end of unreachedReps and save it as unreachedReps.Add repName (repEmail): slackError.message to the end of unreachedReps and save it as unreachedReps.Add • repName: rep.count dealWord, repValue@repNote to the end of managerLines and save it as managerLines.Add • repName: rep.count dealWord, repValue@repNote to the end of managerLines and save it as managerLines.Set summaryTo to blank.Set summaryTo to blank.Set summaryProblem to blank.Set summaryProblem to blank.If managerEmail isn't blankIf managerEmail isn't blankYes
Build the text @today summary to @managerEmail and save it as summaryKey.Build the text @today summary to @managerEmail and save it as summaryKey.If alreadySent doesn't contain summaryKeyIf alreadySent doesn't contain summaryKeyYes
Join managerLines with a new line and save it as repList.Join managerLines with a new line and save it as repList.Set summaryNotes to an empty list.Set summaryNotes to an empty list.If unreachedReps isn't emptyIf unreachedReps isn't emptyYes
Join unreachedReps with a new line and save it as unreachedList.Join unreachedReps with a new line and save it as unreachedList.Add *Not reached in Slack*, so they have not seen their list:Add *Not reached in Slack*, so they have not seen their list:
unreachedList to the end of summaryNotes and save it as summaryNotes.No
No steps
If inactiveOwners isn't emptyIf inactiveOwners isn't emptyYes
Join inactiveOwners with , and save it as inactiveList.Join inactiveOwners with , and save it as inactiveList.Add *Still owned by people no longer active in Salesforce:* inactiveList. Reassign these deals so someone picks them up. to the end of summaryNotes and save it as summaryNotes.Add *Still owned by people no longer active in Salesforce:* inactiveList. Reassign these deals so someone picks them up. to the end of summaryNotes and save it as summaryNotes.No
No steps
If readCapped is yesIf readCapped is yesYes
Add Salesforce had more than 20,000 stalled deals and only the first 20,000 were read, so these figures are not complete. to the end of summaryNotes and save it as summaryNotes.Add Salesforce had more than 20,000 stalled deals and only the first 20,000 were read, so these figures are not complete. to the end of summaryNotes and save it as summaryNotes.No
No steps
Join summaryNotes with a blank line and save it as notesText.Join summaryNotes with a blank line and save it as notesText.If a step below fails, save the error as summaryErrorIf a step below fails, save the error as summaryErrorTry
SlackSend a direct message to managerEmail. Save it as summaryDm.Send a direct message to managerEmail. Save it as summaryDm.*Deals gone quiet: stalledCount@summaryValueNote*
Open opportunities with no logged activity and no stage change in Salesforce for daysIdle days or more. Each owner below has been sent their own list in Slack unless it says otherwise. By owner, biggest first:
repList
notes...Change summaryTo to managerEmail.Change summaryTo to managerEmail.Add summaryKey to the end of alreadySent and save it as alreadySent.Add summaryKey to the end of alreadySent and save it as alreadySent.If a step below fails, save the error as summaryRecordErrorIf a step below fails, save the error as summaryRecordErrorTry
Set the stored value 'stalled_deal_nudges' to alreadySent. Save it as sentRecorded.Set the stored value 'stalled_deal_nudges' to alreadySent. Save it as sentRecorded.On error
Add the manager's summary to the end of unrecorded and save it as unrecorded.Add the manager's summary to the end of unrecorded and save it as unrecorded.On error
Build the text The summary could not be sent to @managerEmail: @summaryError.message and save it as summaryProblem.Build the text The summary could not be sent to @managerEmail: @summaryError.message and save it as summaryProblem.No
No steps
No
No steps
Set runNotes to an empty list.Set runNotes to an empty list.Count the items in repsMessaged and save it as messagedCount.Count the items in repsMessaged and save it as messagedCount.If messagedCount is greater than 0If messagedCount is greater than 0Yes
Join repsMessaged with , and save it as messagedList.Join repsMessaged with , and save it as messagedList.Add Sent messagedCount rep(s) their list: messagedList. to the end of runNotes and save it as runNotes.Add Sent messagedCount rep(s) their list: messagedList. to the end of runNotes and save it as runNotes.No
No steps
If repsAlreadySent is greater than 0If repsAlreadySent is greater than 0Yes
Add repsAlreadySent rep(s) had already been sent today's list, so it was not sent again. to the end of runNotes and save it as runNotes.Add repsAlreadySent rep(s) had already been sent today's list, so it was not sent again. to the end of runNotes and save it as runNotes.No
No steps
If summaryTo isn't blankIf summaryTo isn't blankYes
Add Sent the summary to summaryTo. to the end of runNotes and save it as runNotes.Add Sent the summary to summaryTo. to the end of runNotes and save it as runNotes.No
No steps
If inactiveOwners isn't emptyIf inactiveOwners isn't emptyYes
Join inactiveOwners with , and save it as inactiveNames.Join inactiveOwners with , and save it as inactiveNames.Add Not messaged because they are no longer active in Salesforce: inactiveNames. Reassign their deals. to the end of runNotes and save it as runNotes.Add Not messaged because they are no longer active in Salesforce: inactiveNames. Reassign their deals. to the end of runNotes and save it as runNotes.No
No steps
Set problems to an empty list.Set problems to an empty list.If unreachedReps isn't emptyIf unreachedReps isn't emptyYes
Join unreachedReps with ; and save it as unreachedText.Join unreachedReps with ; and save it as unreachedText.Add Could not message in Slack: unreachedText. Check that their Slack email matches the one in Salesforce. to the end of problems and save it as problems.Add Could not message in Slack: unreachedText. Check that their Slack email matches the one in Salesforce. to the end of problems and save it as problems.No
No steps
If summaryProblem isn't blankIf summaryProblem isn't blankYes
Add summaryProblem. to the end of problems and save it as problems.Add summaryProblem. to the end of problems and save it as problems.No
No steps
If unrecorded isn't emptyIf unrecorded isn't emptyYes
Join unrecorded with , and save it as unrecordedText.Join unrecorded with , and save it as unrecordedText.Add Sent, but could not note it as sent, so running this again today would send it a second time: unrecordedText. to the end of problems and save it as problems.Add Sent, but could not note it as sent, so running this again today would send it a second time: unrecordedText. to the end of problems and save it as problems.No
No steps
If readCapped is yesIf readCapped is yesYes
Add Salesforce had more than 20,000 stalled deals; only the first 20,000 were read, so some reps may be missing deals. Raise 'daysIdle' to narrow the list. to the end of problems and save it as problems.Add Salesforce had more than 20,000 stalled deals; only the first 20,000 were read, so some reps may be missing deals. Raise 'daysIdle' to narrow the list. to the end of problems and save it as problems.No
No steps
Build the text Found @stalledCount open deal(s) worth @stalledValueText with no activity or stage change for @daysIdle days or more. and save it as runSummary.Build the text Found @stalledCount open deal(s) worth @stalledValueText with no activity or stage change for @daysIdle days or more. and save it as runSummary.Join runNotes with a space and save it as notesLine.Join runNotes with a space and save it as notesLine.If problems isn't emptyIf problems isn't emptyYes
Join problems with a space and save it as problemsLine.Join problems with a space and save it as problemsLine.Stop and report a problem: runSummary notesLine problemsLine with the pattern (?<!\.)\.\.(?!\.) replaced by . with the pattern {2,} replaced by .Stop and report a problem: runSummary notesLine problemsLine with the pattern (?<!\.)\.\.(?!\.) replaced by . with the pattern {2,} replaced by .No
No steps
Finish the run: runSummary notesLine with the pattern (?<!\.)\.\.(?!\.) replaced by . with the pattern {2,} replaced by .Finish the run: runSummary notesLine with the pattern (?<!\.)\.\.(?!\.) replaced by . with the pattern {2,} replaced by .