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CRM Analytics for Slack (beta)

This will be your one stop shop for receiving support during the CRM Analytics for Slack beta period. Creating support cases, asking general questions and providing product feedback will all be done through this community up until the feature is GA

Hi, 

 

We are using the Send to Slack button on the CRM Analytics desktop environment. When a user clicks the button and selects to send an Opportunity record to a specific user, the receiving user will receive the message from Slackbot.

 

Is there a way to update this to be able to have the receiving user have the message appear in their DMs from the user who sent it, so it appears as they are receiving the message directly from them? 

 

Thank you!

1 Antwort
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We have some dashboard subscriptions in Slack using CRM Analytics APP. The use case is that we send every day a snapshot of a Salesforce dashboard. Problem is that sometimes the snapshot is created with a popup message scheduled by Salesforce that hides the real content of the dashboard. How we can avoid this? Is there any option to block this popups on certain users/profiles? This is an example about the popup I'm talking about

Snapshot with popup message included

2 Antworten
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When I click import notifications in the CRM Analytics App in Slack, I get an error message that reads, "1853139347-193996 (1075381280) An error occurred while processing an action". My slack account is connected as malarie.knox@salesforce.com. I'm on VPN, I'm signed in to SSO, I restarted Slack, I restarted my computer. Any other troubleshooting tips for me? 

3 Antworten
  1. 25. Jan. 2023, 22:46

    At first it was an org settings issue that was blocking subscriptions and notifications. Once that was resolved, I was still getting the error because I clicked the import button twice - the first click didn't appear to do anything and the second click prompted the error. Try clicking the import button once and waiting for 10-15 minutes.

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Hi Team,

 

I have a Github account but am unable to login into it because it is asking for 2FA. I have changed my Smart Phone after that not able to log in to the SFCC Github account. I have followed the below steps but am still not able to.

1. Trying to pass the Access Token

2. Trying to reset or change the password

3. Open a Github Support ticket

4. Follow the Github Online Documentation 

 

Thanks,

Rabindra

1 Antwort
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Admins - have you setup your organization's Salesforce Integrations for Slack apps? If so, we have a paid research opportunity for you!   Please fill out this pre-study questionnaire to see if you qualify to participate in a survey from Salesforce's Research & Insights team. The survey will be released the first week of November.  If you are chosen to participate, you will receive a $30 e-gift card as a small token of our appreciation for your very valuable feedback and time. You can redeem this at any of your favorite retailers or donate it to a charity of your choice.  Please complete this 5-minute questionnaire if you are interested in participating.   Thank you!  Trust is a core value here, and Salesforce is committed to protecting the privacy of your information. To learn more about how Salesforce processes your personal information, check out our Privacy Statement.   

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Hello! The Salesforce’s Research & Insights team is looking for feedback from admins and users of the CRMAnalytics-for-Slack-app. We want to know your thoughts on the experience, usefulness & satisfaction of using the CRMAnalytics-for-Slack-app. Please provide your feedback here by Tuesday, 9/27 to have your voice heard by our product managers who will be reviewing the feedback in October! Please feel free to share the link with your colleagues or direct them to the about page of the app where they can find the link to offer their feedback!   This is not a sales call, this is strictly for research purposes. Thank you!

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I have configured Salesforce slack integration and added Analytics CRM App in slack. I can search for reports and dashboards and share them with others.

 

Everything is working fine except subscribe dashboard from the Slack option is not available. I don't get that option at all as shown in demo. Did I miss something?

 

Attached screenshot for reference.

4 Antworten
  1. 9. Sept. 2022, 09:51

    Analytics CRM report is known as Tableau CRM before

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I have done all required steps but still unable to connect the slack app to our production environment. This is the message we get when opening the Home page on that app. Previously we have tested successfully that app connected to our Sandbox environment, so we don't know if that is causing the problems now.

Unable to connect CRM Analytics for Slack to our Production Org

2 Antworten
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My team has many users who are taking up a Salesforce license only so they can view reports/dashboards in CRM Analytics. We were wondering if the Slack integration could allow us to share that information with them via Slack, without them needing to log in to Salesforce, but from what I'm finding that isn't the case. I just wanted to verify: Would someone need to have a Salesforce and CRM Analytics license in order to receive any data via this Slack app?   (And if anyone has ideas on how we can provide visibility to these CRM Analytics reports without granting Salesforce licenses, that would also be helpful.)  Thanks!

2 Antworten
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