Quick Start: Send Salesforce Dashboard to Slack

Integrating Salesforce Dashboards into Slack can significantly improve collaboration among team members and make it easier to share important insights across your organization. In this article, we will walk you through two methods to post Salesforce Dashboards to Slack: Salesforce Flow and Slack Workflow Builder.

Benefits of Sending Salesforce Dashboards to Slack

There are numerous advantages to sharing your Salesforce Dashboards in Slack, including:

• Increased efficiency: Team members can view relevant data and discuss it directly within Slack, reducing the need to switch between applications.
• Improved visibility: Dashboards can be posted regularly or triggered by specific events, ensuring that timely information is accessible to the team.
• Better collaboration: Slack's real-time conversation features enable team members to collaborate on insights derived from the dashboard easily.

How to decide: Salesforce Flow or Slack Workflow Builder

When to use Slack Workflow Builder to send a Salesforce Dashboard to Slack:

• Simplicity: Slack Workflow Builder is typically faster to build and roll-out. However, because of lack of conditional logic, this may not work for every situation
• User-driven: If allowed, Users can build their own workflows without an Admin
• Note: Slack Workflow Builder is only on paid Slack plans

When to use Salesforce Flow to send a Salesforce Dashboard to Slack

• Sophisticated logic: Salesforce Flow offer much more robust workflow automation, including conditional logic, sub-flows, etc. 
• Admin-drive: Perhaps your company wants to streamline information sharing from Salesforce, and the preference is to only have admins design and roll-out this automation. 

Send a Salesforce Dashboard via Salesforce Flow

Follow these steps to send a Salesforce Dashboard to Slack using Salesforce Flow:

Requirements: Install the Centro Salesforce Package in a Sandbox or Production

1. Create a Salesforce Flow that triggers based on your desired schedule or event conditions. Typically this is a Scheduled Triggered Flow that will set to send on a day of the week at a specific time, like so:
2. Find the Salesforce Dashboard ID you want to send to Slack. This is often found in the URL when you load the Dashboard in Salesforce:
3. Create a new Assignment element. Create a Text type Variable, and set it to the ID of the Salesforce Dashboard you wish to send. 
4. Add the Centro Send Notification element to the flow. Pick the Slack Channel you want to send to, any additional messages, whether to start a Thread or not, and even custom buttons. Most importantly, expand the Attach a Dashboard section, and select the variable you set in the previous step. 
5. Test the flow to make sure it functions correctly and that the dashboard image is posted in the desired Slack channel. Make any necessary adjustments and activate the Flow when you are satisfied with its performance. In Slack, you should see the Dashboard appear as expected. Note that you can zoom in on the dashboard by simply clicking on it!

How to Send a Salesforce Dashboard via Slack Workflow Builder

Alternatively, you can use the Slack Workflow Builder to pull Salesforce Dashboards into Slack:

Requirements: Slack Workflow Builder, typically only available on Pro or higher plans. 

1. Create a new Slack Workflow in your desired Slack channel, likely a Scheduled Date and Time Triggered Slack Workflow will be desired. 
2. Add the Post a Salesforce Record Step
3. In the Post a Salesforce Record step, paste the Dashboard ID you desire to pull into Slack (See step 2 in the Sending a Dashboard Via Salesforce Flow instructions)
4. Test the Workflow.

If you require additional assistance or have any questions about posting Salesforce Dashboards to Slack, please do not hesitate to get in touch with us. We are always here to help you make the most out of your Centro experience!