Action buttons help you manage Salesforce directly from Slack. Bi-directionality is a key component of Rattle, and action buttons help you achieve this.
Button Type | What does it do? | Sample Use case |
Update object | You can update any field of the selected salesforce object | Updating ‘Next steps’ field for an opportunity every time stage changes |
Create object | You can create any object that is related to the selected salesforce object | Creating a task to follow-up with a lead in 3 months |
Update lookup object | You can update any field of the related Salesforce object | Updating the NPS score of an account when an opportunity is won |
Field update | You can prefill the value that you want to populate in any field of the selected salesforce object | As an opportunity is closed, updating the opportunity type only to ‘Renewal’ |
Link | You can view a specific URL field or a related object using this button | For a new case, viewing the corresponding account information |
Sync with Outreach | Any lead/contact can be allocated to an existing Outreach sequence with this button | Adding a hot new lead to the relevant sequence in Outreach |
Push date | You can push the date by a day/week/month for the date field of the selected salesforce object | Pushing the renewal date by 3 weeks |
View in Board | Available only on Moment in Time (MiT) alerts. Link to a board containing the records included on the MiT notification. | Allow recipients to make in-line edits (like updating close dates to multiple records from a single list view. |
Share Image | Generate an image of the Rattle notification. | Share the Rattle notification for a big deal won on LinkedIn! |
Configuration steps
Assuming you have already set up your rattle by specifying the trigger condition, slack message fields, and recipients, now go to the ‘Slack message buttons’ section.
"Update object"
Select the ‘Update object’ button type from the drop-down and enter the name of the button in ‘Button text’.
Search the fields that you want to update via this action button. You can use as many fields of the selected salesforce object as you want.
"Create object"
Select the ‘Create object’ button type from the drop-down and enter the name of the button in ‘Button text’.
In the ‘Select Object’ dropdown, pick the object that you want to create. Every related object for the selected Salesforce object will be present in this dropdown.
Search the fields that you have to fill for this newly created object. You can select any number of fields.
"Update lookup object"
Select the ‘Update lookup object’ button type from the drop-down and enter the name of the button in ‘Button text’.
In the ‘Select lookup field’ dropdown, you will see the names of all the lookup fields. For example, for Opportunity, you have the Account field, Contact field, etc. as the lookup fields. Select one of these fields.
In the ‘Select lookup object’ dropdown, you will see all the objects related to the selected lookup field. Select the object of your choice.
Search the fields of this lookup object that you want to update via this action button. You can use as many fields as you want.
"Field update object"
Select the ‘Field update’ button type from the drop-down and enter the name of the button in ‘Button text’.
In the ‘Select field’ dropdown, pick the field that you want to prepopulate with this button.
In the ‘Select value’ box, enter the value of your choice. Whenever the user clicks the button, this value will get populated for this field.
"Link"
Select the ‘Link’ button type from the drop-down and enter the name of the button in ‘Button text’.
From the ‘Select link type’ dropdown, select one value. Here is a description of these
Static - If you want the button to redirect to a specific URL always
Dynamic - You will see all the fields of URL type for your Salesforce object
Object - You will see all lookup objects for your Salesforce object
Outreach - Links to the related record in Outreach.
Now select the field corresponding to the link you have chosen.
"Sync with Outreach"
Select the ‘Sync with Outreach’ button type from the drop-down and enter the name of the button in ‘Button text’.
Select ‘Principal Object’ or ‘Reference Object’ from the ‘Select object type’ dropdown. With this button, you will be able to add the incoming prospect to any sequence of your choice.
This button requires the Outreach integration.
"Push date"
Select the ‘Push date’’ button type from the drop-down and enter the name of the button in ‘Button text’.
In the ‘Numeric input’ box, enter the numeric value. For example, if you want to push a close date by 3 weeks, enter 3 in this box.
In the ‘Select frequency’ box, select a value from the dropdown. You can pick Days/Weeks/Months from this dropdown.
This button is only available on Time Based Workflows.