The Challenge
Business Problem
Sales managers spend hours every week pulling reports from the CRM, formatting data in spreadsheets, and distributing to stakeholders. Reports are often outdated by the time they're shared.
The Approach
Solution Overview
Connect Salesforce MCP Server with Google Sheets and Slack to auto-generate daily pipeline reports, weekly forecasts, and real-time deal alerts.
Step-by-Step
Implementation Steps
1
Query Pipeline Data
Pull current pipeline data from Salesforce including deal stages, values, and close dates.
2
Generate Reports
Create formatted reports with pipeline value, stage distribution, and velocity metrics.
3
Deliver via Slack
Post daily summaries and weekly forecasts to relevant Slack channels.
async function dailyReport() {
const pipeline = await salesforce.query('SELECT StageName, SUM(Amount) total, COUNT(Id) deals FROM Opportunity WHERE IsClosed=false GROUP BY StageName');
const total = pipeline.reduce((sum, s) => sum + s.total, 0);
await slack.sendMessage({
channel: '#sales',
text: `📊 Daily Pipeline: $${(total/1000000).toFixed(1)}M across ${pipeline.reduce((s,r) => s+r.deals, 0)} deals`
});
}4
Alert on Deal Changes
Send real-time alerts when deals move stages, change amounts, or approach close dates.
Code
Code Examples
typescript
Pipeline Summary
async function pipelineSummary() {
const opps = await salesforce.query('SELECT * FROM Opportunity WHERE IsClosed=false');
return { total: sum(opps, 'Amount'), avgDealSize: avg(opps, 'Amount'), stages: groupBy(opps, 'StageName') };
}Overview
ComplexityEasy
Estimated Time~6 hours
Tools Used
Salesforce MCP ServerSlack MCP ServerGoogle Sheets MCP Server
Industry
SaaSB2BTechnology
ROI Metrics
Time Saved5 hours/week
Cost ReductionReal-time pipeline visibility
Efficiency GainZero manual reporting