Learn how to Schedule Salesforce Reports for Slack

The collaboration between Slack and Salesforce is still making waves. Professionals are becoming more aware of how Slack may affect teamwork on the Salesforce platform.

The acquisition of slack, the commercial communication network that powers businesses worldwide, by Salesforce has been completed. Since the first announcement at the end of 2020, people have been looking forward to this day because Slack is Salesforce’s most significant acquisition ($27.7 billion). Salesforce will base its future product architecture on Slack technology.

The first pre-built connections between Slack and Salesforce following the acquisition, Slack-First Customer 360, were released by Salesforce not even a month after the transaction was completed.

Then came the Salesforce platform’s annual conference, “Dreamforce,” which showed off these new technologies and how they integrate to create a smooth workflow.

Let’s catch up on “Scheduling Salesforce Reports For Slack.”

SCHEDULING SALESFORCE REPORTS FOR SLACK

Automate the posting of the most critical Salesforce reports into Slack so that the appropriate people can keep informed and organized around Salesforce updates

You can transmit pre-configured Salesforce reports to a public or private channel or direct message (DM) using the planned date and time trigger and the workflow step enabled by Cloud answers.

Today we’ll showcase and talk about sending a Salesforce report to a slack channel. So firstly, we need to set up a salesforce app. Cloud answers is a report center (free to download from the app exchange).

On this app, we can click the ‘New Schedule’ button, which allows us to configure the message we receive on slack.

We can write the name and fill it here with all the suitable properties.

In the report column, we can search for a report, and as you can see, we have created a report named Acquired Properties. We select this particular report.

Being an email, this will require a subject, so we can write one of our own choices before moving further.

As you can see in the image above, we can send it to an email.
So we need to send this report to a slack channel, and we have this email app for slack.

*This integration(slack- email app) gives us a unique email address to subscribe to important notifications from any service. Emails sent to this address will appear in our chosen channel. This integration is available to workspaces on the standard Slack plan and above.*

Now we have selected a channel here named Salesforce support. As soon as we add the channel to slack, we will get an email ID of that particular slack channel [ copy and paste the mail ID]

In the image above, we can schedule this report to be sent at 8 AM. Let’s set the time to 8 AM, and the frequency can also be set (daily, weekly, or monthly). Let’s select every weekday here. We have the CSV file format specified here.

We have the “Retry if Failed” feature, where even if the mail isn’t sent successfully, it retries immediately and has variations like retry immediately, retry two times, retry three times, retry four times, and retry five times a day.

Let’s select the “Retry two times” option, so if it doesn’t go on the first try, the schedule will run or retry twice.

We also have the option to add multiple email addresses here. So we will send it to both emails. And extras: We can also add text to the email body here.

So once we are done, we can just click on save

So once this job gets scheduled, it will be sent to both emails weekly.

This report will run at the scheduled time, but we also get an option to send it immediately. To do this, we need to click on send now button.

So as soon as we click on send now, this particular channel, “Salesforce reports,” has received this specific mail.

As you can see, the mail is delivered to the channel of our choice. Once we open the mail, it says, “Hi, this is a test report from Salesforce.” Also, we find the attached CSV file, which gets downloaded to the system on clicking.

Once we open the downloaded report, we can see the record that was available in our report.

So this is how we can send Salesforce reports to Slack in a CSV format! Watch our video on ‘Scheduling Salesforce Reports for Slack’.

What next for Slack now that it has officially become part of the Salesforce ‘family’? There’s talk of how Slack will become the collaboration engine powering Salesforce CRM and secure its reputation as the leader in the “future of work.” As Marc Benioff- Chair, CEO, and Founder of Salesforce said, “We’re going to rebuild all of our technology, once again, to become Slack-first.”

What do you think? How do you think Salesforce will leverage Slack’s technology? We would love to hear from you!

Let us know your thoughts!

For more blogs: https://areya.tech/blogs/

To know more: connect with us today!
Contact: info@areya.tech

Share:

Facebook
Twitter
Pinterest
LinkedIn
Areya Technologies

Areya Technologies

Trusted Technology Partner

Leave a Reply

Your email address will not be published. Required fields are marked *

Contents

On Key

Related Posts

Tutorial: Basic introduction to LWC

Tutorial: Basic introduction to LWC Lightning Web Components is open source, empowering you to explore the source code, customize the behavior for your needs, and build enterprise-ready web components on any platform, not just Salesforce. Lightning Web Components (LWCs) are a user interface (UI) framework that Salesforce Developers use to create customized pages and functions on the Salesforce platform. Lightning Web Components are seriously becoming the “big thing” for Salesforce Developers, especially for front-end development. Two programming models are now available for creating Lightning components: Lightning Web Components and the original form, Aura Components. Custom HTML elements known as “Lightning

Everything you need to know about SSO (Single Sign-On) and its Importance

Everything you need to know about SSO (Single Sign-On) and its Importance One of the more tedious jobs as a Salesforce admin is resetting users’ passwords. Even though there’s a button on the Salesforce login screen that says “Forgot your password”, some people don’t notice it. If only there were an easier way! Single Sign-On (SSO) is a simple idea: you will instantly be signed into all the other applications you require after signing into one system. You’ll have fewer passwords, fewer headaches, and less redundancy, which should free you up to focus on your original goals rather than getting

Basics: everything to know about Composite API and its advantages

Basics: everything to know about Composite API and its advantages A potential architectural answer that can bundle multiple calls into a single API request. Salesforce has been helping organizations handle the customer database for over 2 decades. It provides users with the right mix of process automation and personalization and tailor services to the specific requirements of the clients. Salesforce integration is the process of merging the data and the functionality of salesforce with another application to provide users with a single unified experience. It allows you to provide your team with the ideal platform features. We have the word

Beginners Guide to MuleSoft and the Anypoint Platform

Beginners Guide to MuleSoft and the Anypoint Platform MuleSoft can connect any system, application, data, and device to unleash the power of Customer 360. The combined power of MuleSoft, the #1 integration platform, and Salesforce, the #1 CRM, enables customers to accelerate digital transformation What is Mulesoft? 1. MuleSoft is a vendor that provides an integration platform to help businesses connect data, applications, and devices across on-premises and cloud computing environments. 2. MuleSoft unifies data to deliver a single view of the customer, automates business processes, and builds connected experiences. Each integration becomes a reusable building block using a modern

San Francisco Headquarters

One Bay Plaza, 1350 Old Bayshore Hwy,#520 Burlingame, CA 94010 ​

Bengaluru Office

IndiQube Edge 4th floor Bellandur, Bengaluru, Karnataka 560103

Pune Office

OYO Workspaces India Pvt. Ltd. Above Vijay Sales, 2nd floor, Pride Purple Accord, Baner road, Baner, Pune - 411045

AREYA