Notify opportunities closing soon (Salesforce)
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
Inspect the data fetches, transforms, gates, and output this recipe runs.
Settings
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.