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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!

답변 2개
  1. 2022년 8월 8일 오후 2:57

    Hi @Katie Grieze, we have recently updated the CRM Analytics for Slack app, so that users can find, view snapshots, share and setup subscriptions to Lightning reports and dashboards. These users only need Salesforce licenses with access to reports and dashboards. Take a look at Ankita's latest blog post for more information: https://www.salesforceblogger.com/2022/08/04/introducing-slack-for-lightning-reports-and-dashboards/ 

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