Bring Data to Every Conversation with the Tableau CRM App for Slack (Pilot)

Tableau CRM for Slack makes it easy to access Salesforce reports and Tableau CRM insights right where collaboration happens in Slack. Now you can seamlessly find, share, and collaborate on analytics within Slack and stay up to date on all of your data.

Where: Available in the Slack App Directory for use in the latest version of the Slack desktop, mobile, and web apps.

Note This feature is not generally available and is being piloted with certain Customers subject to additional terms and conditions. It is not part of your purchased Services. This feature is subject to change, may be discontinued with no notice at any time in SFDC’s sole discretion, and SFDC may never make this feature generally available. Make your purchase decisions only on the basis of generally available products and features. This feature is made available on an AS IS basis and use of this feature is at your sole risk.

How: Contact your Salesforce Account Executive to join the pilot program.

With Tableau CRM for Slack, you and your team can:

• Browse and Search. Browse recent and favorite analytics, or search to find specific items. View details and snapshots of your items.
• Share and Collaborate. Share links to analytics items and snapshots of dashboards and lenses. Collaborate with the entire team using channels, and even loop in external stakeholders like partners, vendors, and customers with Slack Connect.
• Stay Updated. Keep up to date from anywhere. Subscribe to Tableau CRM dashboards for periodic updates, and send subscriptions to your teammates and channels.
• Take Action. With key insights right at your fingertips, readily take action by bringing others to the conversation, or jumping into Salesforce to dig deeper.