I have integrated Slack with Salesforce. I'm able to send records, but there doesn't seem to be a way to send dashboards to Slack. I'd ideally want to be able to send them as a png or some image file. Any help/guidance would be great. TIA
Hi Prashanth Vedurumudi ,
Please follow the below steps:
In order to share your dashboard pages through Slack you need to set up your Datorama Insights for Slack Integration in the Setup tab. After you set up the integration you can track and monitor your campaigns and collaborate with Slack. Slack is permission based, only users with permissions and access to the business unit or collection can share dashboard pages.
After Setup :
Step 1: Select the dashboard page that you want to share.
Step 2: Click Share, and then click Slack.
Step 3: Enter the Slack channel, and enter a message that describes what you’re sharing. To send the message with a predefined name, select Send as. This option appears only when defined in the configuration settings.
Preview what you’re sending.
Step 4: Click Share.
NOTE: You can’t share to a private channel or by direct messaging.
NOTE: If your message fails, make sure that the channel name is correct. In the notification, click Edit settings and enter the correct name.
I hope you find the above solution helpful. If it does, please mark it as the Best Answer to help others too.
Thanks and Regards,
Suraj Tripathi
