Rattle allows you to send any report from Salesforce to Slack and drill down into it via your Slack alert. And getting started is a 7-click process (and yes we counted 😊).
Configuration
Go to "Reports" and click the button "Create Workflow". Mention the "Workflow Name" to get started.
Search for your Salesforce report. As soon as you make this selection, the fields will get auto-populated in the "Field Selection" section. You can customize what fields you want to show in your Slack message.
Decide the frequency at which you want to send this alert. Also, select the time zone for scheduling the report at the right time.
Enter the opening text to give a heads-up to your team regarding what this report is all about.
The last step is to define who would receive this report. You can send it to any channel, or as DM/Group DM.
Salesforce Report in Action
SEE ALSO