Salesforce Renewal Pipeline Digest

Every Monday at 8 AM, this workflow pulls all renewal opportunities closing within 90 days from Salesforce, enriches them with account health signals, and posts a structured digest to your Slack renewals channel — grouped into Critical, Watch, and Healthy buckets.

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Prerequisites

• n8n instance (self-hosted or n8n Cloud)
• Salesforce account with API access
• Renewal opportunities using specific StageName values in Salesforce
• Slack workspace with bot token
• n8n Salesforce credential (OAuth2) — setup guide
• n8n Slack credential — setup guide

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Setup Steps

1. Import the workflow

In n8n, go to Workflows → Import from File and select workflow.json.

2. Configure Salesforce credentials

• Open the "Query Renewal Opportunities" node
• Create or select your Salesforce OAuth2 credential
• Required Salesforce permissions: Read on Opportunity, Account, Case

3. Verify your Salesforce stage names

Open the "Query Renewal Opportunities" node and check the StageName IN (...) list:

StageName IN ('Renewal Due', 'Renewal Negotiation', 'Renewal At Risk')

Go to Salesforce → Setup → Object Manager → Opportunity → Fields → StageName → view your picklist values. Replace the stage names in the query to exactly match yours (case-sensitive).

4. Add custom health score field (optional)

If your Salesforce org has a custom Account health score field (e.g., Health_Score__c), add it to the SOQL:

SELECT ..., Account.Health_Score__c FROM Opportunity WHERE ...

Then reference it in the "Enrich With Risk Signals" Code node to factor it into urgency classification.

5. Configure Slack

• In the "Post Digest to Slack" node, change #cs-renewals to your channel name
• Create or select your Slack credential (bot token starting with xoxb-)
• Invite the bot to your channel: /invite @your-bot-name

6. Activate the workflow

Toggle to Active. It runs every Monday at 8:00 AM server time.

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Urgency Classification Logic

Urgency

Triggers

🔴 Critical	Closing ≤ 30 days OR Stage = "Renewal At Risk"
🟡 Watch	Closing 31–60 days OR No CSM activity >30 days OR 3+ open cases
🟢 Healthy	Closing 61–90 days, no risk signals

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Sample Slack Output

📊 *Weekly Renewal Pipeline — Monday, April 14*
8 renewals closing within 90 days

🔴 *CRITICAL (2)*
• *Acme Corp* — $45,000 — closes 2026-04-28 (14d)
  _Closing in 14 days · Stage: Renewal At Risk_
  CSM: Jane Smith | View in Salesforce

🟡 *WATCH (3)*
• *TechCo Ltd* — $28,000 — closes 2026-05-20 (36d)
  _No CSM activity in 42 days_
  CSM: Bob Jones | View in Salesforce

🟢 *HEALTHY (3)*
• *StartupXYZ* — $12,000 — closes 2026-06-10

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Troubleshooting

SOQL query returns zero results

• Your renewal stage names don't match. Run this in Salesforce Developer Console to check: SELECT StageName, COUNT(Id) FROM Opportunity GROUP BY StageName
• Ensure CloseDate <= NEXT_N_DAYS:90 is working — SOQL date literals are UTC

Account.Owner.Name shows "Unknown CSM"

• This is a relationship field. Confirm your Salesforce user has permission to read the User object
• Alternatively, add a custom CSM_Name__c field to Account and use that instead

Digest is too long for Slack

• Slack messages have a 3,000 character limit for regular text
• If you have many renewals, consider splitting Critical/Watch/Healthy into separate messages by adding 3 Slack nodes after the digest node