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?

Sahil Aggarwal

Jessica Sherwood

Abhishek Vellore

Workflows

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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