How to use Rattle

Learn more about different Rattle features and how they can help your specific use-cases

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12 articles in this collection
Written by Sahil Aggarwal and Jessica Sherwood

How to use the "Deal Rooms" feature

Read this article to learn more about the Deal rooms feature and how to set them up!

Written by Jessica Sherwood
Updated over a week ago

How to use action buttons?

This article will guide you through using action buttons and share sample use-cases.

Written by Sahil Aggarwal
Updated over a week ago

Workflows

What is a "Create/Update" rattle and how to create it?

Learn about "Create/Update" rattle type

Written by Sahil Aggarwal
Updated over a week ago

What is a "Time based" rattle and how to create it?

Learn about "Time-based" rattle type

Written by Sahil Aggarwal
Updated over a week ago

What is a "Stuck in Stage" rattle and how to create it?

Learn about "Stuck in Stage" rattle type

Written by Sahil Aggarwal
Updated over a week ago

How to use message analytics?

This article will guide you through using message analytics

Written by Sahil Aggarwal
Updated over a week ago

Approvals

How to use "Approvals" in Rattle?

This article tells you about sending Salesforce approvals as a slack alert

Written by Sahil Aggarwal
Updated over a week ago

Commands

How to use "Commands" in Rattle?

This article will guide you through configuring and using commands

Written by Sahil Aggarwal
Updated over a week ago

Reports

How to build "Reports" in Rattle?

This article covers sending your Salesforce report in Slack

Written by Sahil Aggarwal
Updated over a week ago

Meetings

What are "Meetings" workflows and how to use these?

This article walks you through what "Meetings" workflows are, and how to get started with these.

Written by Sahil Aggarwal
Updated over a week ago

How to use the "Auto Create Contact" feature

Read this article if you are interested in implementing the auto-create contact feature.

Written by Jessica Sherwood
Updated over a week ago

How to use the "Auto-Create Event" feature

This article explains what the Auto-create event feature is and how to set it up.

Written by Jessica Sherwood
Updated over a week ago