Deal Desk#

Deal Desk turns a CRM stage change into a Slack approval, and writes the result back when the deal is approved.

The flow#

1. An Opportunity moves into a stage you watch (e.g. Negotiation/Review).
2. Deal Desk posts an approval card to Slack with the deal's key fields and an Approve / Deny for each required approver.
3. Approvers decide — in parallel (everyone at once) or sequential (one after another) mode.
4. On approval, Deal Desk writes back to Salesforce (e.g. sets the stage to Closed Won) and can fan out to a downstream ERP.

The deal fields on the card#

What shows on the approval card is configured per pipeline — a list of deal fields (a source path like Opportunity.Amount, a display label, and an optional format like currency). You edit these in the pipeline editor: for a workflow pipeline, the mapper shows a deal-fields editor instead of the source-to-destination grid.

Re-trigger protection#

If a deal re-enters the trigger stage while an approval is already in flight, Deal Desk does not spawn a duplicate. Instead it surfaces the suppression loudly:

• A clear Slack note — "This deal already has an active review in flight since <date> — no new card created."
• An entry in Alerts, so the suppression isn't silent.

Reliable by construction#

The approval engine is a durable wait-state machine. Inbound Slack webhooks are HMAC-verified with a replay window and per-IP rate limiting, and fail closed. Every decision, reminder, and write-back is recorded in the audit trail.