Rattle

Choose an alternate approach to implementing Rattle at your company.

Rattle No Flow Architecture

Lower the number of Flows created by Rattle on Salesforce by switching to the One Flow per Object strategy.

One Flow per Object Strategy

Abhishek Vellore

Sahil Aggarwal

Jessica Sherwood

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

Using Rattle

Learn about Create/Update Rattle type and when to use them

Using Create/Update workflows

Learn when and how to use time-based workflows

Using Time-Based alerts

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

Combine your notifications into a single alert and automatically generate a board view of the relevant records.

Creating a Moment-in-time alert with a Board view

Learn how to use Summary workflows to track changes in multiple records within Salesforce

Summary workflows: Always stay in the loop

How to add and utilize the Acknowledge Button for notifications

How to utilize the Acknowledge Button

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

How to use action buttons?

This article will guide you through using message analytics

How to use message analytics?

Reply in thread to Rattle messages with Rattle!

Rattle Threaded Messages

Promote better visibility on pipeline movement that impacts forecasting

Creating a Pushed out of Quarter Workflow

Learn how to use the Outreach action buttons to level up your prospect alerts.

Outreach: Setting up a workflow

How to use your Zendesk Integration with Rattle

This article covers sending your Salesforce report in Slack

How to build Reports on Rattle?

How do I use an Approval alert?

Learn about the two different types of Leaderboards, their purpose and how to set them up.

How do I track my team's progress using Leaderboard?

How to set up Enablement workflows?

Learn how to configure Commands and have data at your fingertips

How to use Rattle's Commands on Slack?

Adding Child records to your workflows

Learn how to add the Rattle bot to your MS Teams group chat, to make it discoverable on Rattle

How do I add my MS Teams group chat as a workflow recipient?

Workflows

Send unique meeting summaries based on team and role needs.

Meeting intelligence - Building workflows

Meeting Intelligence - Advanced settings

Learn how to apply opinion mining filters, to sift through and identify the most critical calls.

Use Call Signals to gauge customer sentiment

Learn how Rattle matches the correct Opportunity on Salesforce to give you Meeting Intelligence

Troubleshoot - How does Rattle identify the right Opportunity for my Zoom calls

Learn how to set up your Zoom console at the start of each call

How to configure Zoom to receive Meeting Intelligence

Meeting Intelligence: Crafting the Perfect Prompt

Learn about Deal summaries, when to use one, and how to set up a workflow.

How do I set up Deal Intelligence?

Rattle Wizard - Beta

Rattle AI

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

Setting up a Deal Room

Read this article to learn more about the automations Deal Rooms offer!

Building trigger actions for Deal Rooms

So you just got added to a Deal Room - read on to learn how to use deal rooms to drive deal execution.

How to get the most out of Deal Rooms

Learn how to upload files to SFDC directly from Deal Rooms in Slack

Deal Room File Upload

Learn about the Deal Room Bookmarks feature

Deal Room Bookmarks

Slack permissions needed to 'Remove channel members' in Deal Rooms

How to route workflow notifications to Deal Rooms

Learn how to create a team, channel or chat dedicated to a deal, within MS Teams.

Which type of Deal Room works for me?

Deal Rooms

This articles talks about Board and any pre-requisites needed to use Board.

An intro to Board - Unified data views

Here, we talk about creation, navigation and deletion of views that are created in a Board.

Board - Using views

Board - Filtering a view

Board - Editing a View

Solve CRM hygiene with a single, actionable alert.

How to use Digest?

Board and Digest

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

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

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

How to use the "Auto Create Contact" feature

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

How to use the "Auto-Create Event" feature

Meetings

Learn how you can use Atlas to visually map your sales process, identify gaps, and drive process adherence.

Atlas: Visualize your sales process

Atlas

How to set up Support Flow?

Support Flow

A comprehensive overview of your usage of Rattle with actionable insights.

Using Analytics

Analytics

Learn how to integrate with Google Calendar and use "Meetings" feature in Rattle

Google Calendar: Integration and overview

MS Teams: Integration with Rattle

Integrate Gainsight using your domain and API access key

Gainsight: Integration with Rattle

Learn how to add Outreach to Rattle, and keep map fields between Salesforce and Outreach.

Outreach: Integration and field mapping

Zendesk: Integration with Rattle

Chorus: Integration and data access

Learn how to set up Zoom for Rattle to generate meeting summaries, insights and next steps from recorded Zoom calls

Zoom: Permissions for integration

Learn how to integrate Gong with your Rattle account

Gong: Permissions and integration

Hubspot: Integration with Rattle

Learn how you can integrate Clari and use it to push insights from Clari to Slack.

How to integrate and use Clari with Rattle

Integrations

A guide to setting up your SSO for Rattle though your identity Provider

Configuring single sign-on (SSO) for Rattle

Learn how to invite your teammates to Rattle

How to add your teammates to Rattle

Learn how this global setting will impact your users

How will the 'Force SFDC integration' toggle affect my team?

Understanding the differences between the Super Admin, Admin, and Member roles in Rattle.

User roles within Rattle

Subscription Tab

Learn how to resolve inactive resources and deleted fields

Monitoring inactive resources and how to troubleshoot them

Use Rattle Sandbox to test workflows in a sandbox workspace before publishing to production.

How to set up Rattle Sandbox

Settings

Book A Demo

Create Free Account

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