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Notify opportunities closing soon (Salesforce)

by recued-core v1

Reactive alert. Listens to connection.api.salesforce.opportunity updated bus events; for each fired opportunity reads the current record via the Salesforce connection adapter and the cross-vendor `deal_health_score` enrichment, dispatches a notification when the close date is within a configurable window AND the AI health score is below a configurable floor. The reconciler's poll cadence + CometD streaming drive the practical 'daily watcher' frequency. Salesforce parallel of `notify-deal-closing-soon-hubspot`; both share `variant_group: notify-deal-closing-soon`.

How it works 10 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
opportunity ?
health_rows ?
Process (8 steps)
score default
Apply default
days_to_close date_diff
Calculate days between event payload at and opportunity result CloseDate
is_within_window compare
Check if days to close is at most setting close window days
is_in_future compare
Check if days to close is at least 0
is_unhealthy compare
Check if score is less than setting health floor
should_alert all
Check if all conditions are true
notify ?
skip: step.should_alert equal false
card to_summary
Format results as a summary card
Settings 4 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

channels setting = in_app
salesforce setting =
health floor setting = 60
close window days setting = 7

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notificationsRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.connectiondata.enrichment

About

Tags

salesforceopportunitydealalertreactive

Details

10 steps 4 configurable settings recipe_id: notify-deal-closing-soon-salesforce