Loading
Analyze Your Data
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Post Lightning Dashboards to Slack

            You are here:

            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            Post Lightning Dashboards to Slack

            Share analytics with colleagues across your Slack workspaces and channels. Recipients can view dashboard details, share, subscribe, view a snapshot of the dashboard with the latest data, and quickly open the dashboard in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
            The CRM Analytics for Slack app is available for use where approved by a workspace admin and installed in Slack.
            Permissions Needed
            To use CRM Analytics for Slack: Connect Salesforce with Slack

            To set up the Post to Slack feature, complete these steps.

            1. From Setup, in the Quick Find box, enter Slack, and then select Slack Apps Setup.
            2. At step 2, click Accept to agree to the Terms and Conditions.
            3. In the left navigation panel, select CRM Analytics for Slack and click Agree and enable Slack integration. For more information, see Enable Salesforce for Slack Integrations.
            4. Each user must then add CRM Analytics for Slack to their personal Slack sidebar and connect their Salesforce account. See Add Apps in Your Personal Slack Sidebar.

            After setting up the feature, the Post to Slack icon appears on Lightning dashboards.

            Slack icon highlighted in a dashboard header

            Click the icon to select the Slack workspace and channels where you want to share the dashboard. Optionally, type a message to accompany your post. The maximum number of channels available within the Post to Slack dialog box is 1000.

            Dialog to select workspace and channels in Slack
            Note
            Note Post to Slack is only available in channels that are not shared across multiple workspaces.

            The post appears in the channels that you selected. Click the dashboard name to go to the dashboard in Salesforce.

            Posting in Slack of a dashboard

            Or click View Details to see more and access the Share, Subscribe, and View Snapshot actions.

            Lightning dashboard Details box with buttons for Share, Subscribe, and View Snapshot

            View Snapshot runs the dashboard in the background and creates a screenshot .png file. If you share your snapshot, keep in mind that others can see and share your personal view of your data.

            See Also

             
            Loading
            Salesforce Help | Article