How to visualize your Salesforce data in Slack

When collaborating with team members or customers, analytics can drive the conversation. It provides insights and data to support decision-making and improve productivity.

  • Published 18 Mar 2024
  • 3 mins read
How to visualize your Salesforce data in Slack
Table of contents
Article Highlights
  • The article discusses using Elementor, a popular page builder plugin for WordPress, which allows users to create and edit website content with a visual editor.
  • It covers various styling options available in Elementor, such as adjusting columns, gaps, and text styles, to enhance the visual appeal of the content.
  • The article mentions advanced features like AE PRO, dynamic tags, and the ability to write with AI, providing users with powerful tools to craft engaging content.

You can further enhance the collaboration experience for your Slack users by integrating your Salesforce reports directly in Slack. This lets users view and analyze Salesforce data without leaving the Slack platform.

☝️
By integrating your Salesforce reports directly into Slack, users can easily monitor their key metrics and make data-driven decisions without having to switch between multiple applications.

Let’s take you through how you can set up this integration.

Step 1: enable Salesforce for Slack

Follow these steps to connect Slack to your Salesforce org:

  • Go to “Setup” and then “Initial Slack Setup”
  • Agree to the terms and conditions in the “Agree to Terms and Conditions” section
  • Give your user the following permissions: “Connect Salesforce with Slack,” “Manage Slack app organization connections for Slack apps,” and “Manage Slack user mappings.”

Step 2: set up the CRM analytics app in Salesforce and Slack

Image Source: CRM Analytics
  • Go to “Setup” and “Initial Slack Setup”
  • Under the “Enable Slack Apps for Salesforce” section, click on the “Go to CRM Analytics for Slack Setup” button
  • Check the “Agree” and “Enable Slack integration” checkboxes
  • You will now switch to your Slack workspace and install the CRM Analytics app.
Once you’ve installed the app, you should be able to see it in your Slack workspace.

CRM analytics app features

Easily browse, search, and view Salesforce reports and dashboards

  • Users can access recent and favorite items on the “Home” tab of the app or through slash commands in its channels
  • Search functionality allows users to find specific items by name
  • Users can view details and snapshots of each item, and they can download them as accessible PDFs
  • The app provides a seamless way for users to access and share their Salesforce data within the Slack platform.

Search for reports

Image Source: CRM Analytics

View report details

Image Source: CRM Analytics 

Browse report charts

Image Source: CRM Analytics

Share analytics with your teammates

  • You can share Salesforce analytics items in Slack with your teammates
  • Users can share items with or without a preview
  • Any items shared will appear in the “Messages” tab of a user’s Slack CRM Analytics app.

Share Reports

Image Source: CRM Analytics

Subscribe to Lightning reports and dashboards

  • Users can subscribe to reports and dashboards to receive regular updates
  • Subscriptions refresh on a schedule, and it sends a snapshot of the item to specific recipients in Slack
  • Users can create, edit, and delete subscriptions within the app at any time.

Report subscription

Image Source: CRM Analytics

Manage subscriptions

Image Source: CRM Analytics

Have you integrated yet

A single view of your customers can be extremely useful for sales and service professionals.

By bringing sales and service data directly into Slack, teams can better understand their customers. This enables them to identify their challenges and provide relevant solutions.

In doing so, your teams can create trusted, long-term relationships with your customers.

🙌
Easy access to data also helps sales professionals quickly get up to speed, promote team selling and scale processes. Analytics and data also improve customer satisfaction, increase productivity, and drive revenue.

According to Slack, it has more than 10 million daily active users. So, now more than ever, you should take advantage of its extensive Salesforce data and customer base capabilities.

Sign up for Hutte

Last updated: 11 Jul 2024