Can I filter the data in the reports?

Absolutely, you can filter the data to include only what's important to you. Define your criteria, and DryMerge will ensure the reports meet your requirements.

Can I customize the report frequency?

Yes, you can customize the frequency of the reports according to your needs. Just specify the desired intervals, and DryMerge will handle the rest.

Who benefits from this automation?

This automation is useful for team leaders and managers who need to keep their teams updated with the latest data and insights from Salesforce.

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Salesforce + Slack

Send Customized Salesforce Reports to Slack at Regular Intervals

Keep your team in the loop with regular updates by sending custom Salesforce reports to a designated Slack channel. It automates the sharing of critical insights, ensuring everyone stays informed without the need for manual report creation.

Scheduled Interval

Triggers at the set interval you've defined for report generation.

Post Custom Report

Sends the customized Salesforce report to the specified Slack channel.

See more Salesforce to Slack integrations or use AI to customize your automation.

or pick a common variation below

Notify Team in Slack for High-Value Salesforce Opportunities

Salesforce + Slack

Send Daily Summary of Salesforce Activities to Slack

Salesforce + Slack

Alert Sales Team to Revive Stalled Deals

Salesforce + Slack

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send customized Salesforce reports to Slack at regular intervals"

Send customized Salesforce reports to Slack at regular intervals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Slack.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Slack

Slack is a collaboration hub that brings team communication together in one place. Streamline communication and trigger actions based on messages and events.