OVERVIEW
A Deal Room is a dedicated Slack channel automatically created by Sweep and tied to a specific Salesforce record (e.g. an Account or Opportunity). It gives your team a shared space to collaborate on a deal without leaving Slack, with full context from Salesforce.
HOW IT WORKS
When a trigger condition is met on a Salesforce record, Sweep creates a new Slack channel and links it to that record. The channel name is set using a combination of static text and dynamic fields from the record (e.g. the Account ID or Account Name).
Sweep internally tracks the Deal Room relationship on the record. This is what allows future automations (like renaming the channel) to locate it.
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STEPS: CREATE A DEAL ROOM AUTOMATION
1. In Sweep, go to Build > Automations and create a new automation on your target object (e.g. Account or Opportunity).
2. Set the WHEN trigger to the condition that should create the channel (e.g. Account Type changes to any value).
3. Under THEN, select "Create deal room" as the action.
4. Set the Slack channel name using static text and dynamic fields.
Example: dealroom-{Account.Account ID}
ℹ️ Slack channel names must be lowercase, with no spaces. Use hyphens as separators.
5. Configure channel members. You can add:
- Fixed users (e.g. Admin/Workspace Owner, Sweep User)
- Dynamic users from Salesforce fields (e.g. Account Owner)
6. Add a channel welcome message.
7. Optionally, under "Save Slack channel ID on the triggering record," select a custom field on the record to store the channel ID. To use this, you must first create/have an existing custom Text field on the object in Salesforce — Sweep does not create this field automatically.
ℹ️ This is not required for the Deal Room itself to work, but it is useful if you want automations on related objects to post into this channel.
For example, if the Deal Room is on an Account, an Opportunity automation can use Opportunity's Account ID.Slack Channel ID as a dynamic recipient to post messages directly into that channel. ⬇️
8. Deploy the automation.
RESULT
When the trigger fires, Sweep will:
- Create a new Slack channel with the configured name
- Add the specified members
- Post the welcome message (if configured)
- Save the Slack Channel ID to the custom field on the record (if configured)
