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How to build Reports on Rattle?

This article covers sending your Salesforce report in Slack

Sahil Aggarwal avatar
Written by Sahil Aggarwal
Updated over a year ago

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

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