How to send Salesforce Reports to Slack (100% free apps to use Salesforce Reports in Slack)

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  • Опубліковано 30 вер 2024

КОМЕНТАРІ • 11

  • @MohitSaini-z9i
    @MohitSaini-z9i 8 місяців тому

    I'm trying to connect my Email app to Slack, but there's no 'Add to Slack' button. Do you have any idea what might be causing this?

  • @naushadrizvi2598
    @naushadrizvi2598 10 місяців тому

    I don't know why but the "Add to Slack" button for Email app is not available for me :(

  • @NadiaMalinoffKan
    @NadiaMalinoffKan Рік тому

    Thank you for the video, do you know how we can do the same but for Dashboards?

    • @sfhappio
      @sfhappio  Рік тому

      Hi Nadia, I don't think so. But you can send the various reports that your dashboard is based on, via Report Sender (one by one). Hope that helps!

  • @danyalakbar1821
    @danyalakbar1821 2 роки тому +1

    Can you set it up so any report can be sent to any channel or any person? Or even better would be if the report is sent to any channel or person by clicking a button?

  • @musicmasteryoda
    @musicmasteryoda 2 роки тому

    thank you for the video. Are there any applications that allow us to send the URL of report(s) to Slack channels? The application you showed seems to only have options for attaching reports as files. Thank you!

    • @sfhappio
      @sfhappio  2 роки тому

      You would like to send a link to a report? Sure, you can use Message Destinations to send messages to slack channels from Flow or Process Builder. You just need to first find the URL / id of the report you'd like to send. See here how to use automation for that: ua-cam.com/video/koV3lJ2wrxM/v-deo.html

  • @dog4759
    @dog4759 2 роки тому

    Warning message says it is free for 28days only...what about after that?

    • @sfhappio
      @sfhappio  2 роки тому

      Do you mean the app Report Sender? You can use the free version of the tool to send emails to Slack - no need to go for the paid version Report Sender Plus.

  • @paulfoxcloudanswers
    @paulfoxcloudanswers Рік тому

    Thanks for the video! Great demonstration.