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Rattle Private Channels

Send alerts to a channel created specifically for a user for a single workflow.

Written by Jessica Sherwood

What is it?

Rattle Private Channels are an alternative delivery method for direct messages.

How is it set up?

When selecting a recipient for your workflow, if you select a Salesforce user field (ex: Owner, Created By, etc.) the option to deliver the message via private channel will present.
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Checking the "Private Channel" checkbox will create a slack channel for the recipient with a channel name that corresponds to the workflow name. All alerts generated from this workflow will be directed to their private channel.
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When to use it?

Sending too many different alerts as DMs can result in recipients overlooking important messages or being uncertain of which messages require action. Generating a private channel for specific workflows can help make it clearer to the recipient when their attention is needed and what action they should take.

Ideas:

  • Data Hygiene Alerts

  • Approval Requests

  • Lead SLA alerts

  • Detractor NPS Response alerts

  • Deal pushed out of quarter alerts
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