---
schema_version: "1"
id: 0ed0e7a5c66d0d6451fdbf9745decf0dc1da26fe21283ae059dc8a026a665f05
title: Post CRM Analytics Dashboards and Lenses to Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_post_to_slack.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_post_to_slack.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9c0e470d770b3ad4011cc0a63fa92479a87d04193eba20f5713770f675c4230b
description: Facilitate data-driven collaboration by sharing directly from CRM Analytics to your channels in Slack. Slack recipients get a snapshot showing the latest data. Or post a link with quick action buttons.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Post CRM Analytics Dashboards and Lenses to Slack

Facilitate data-driven collaboration by sharing directly from CRM Analytics to your channels in Slack. Slack recipients get a snapshot showing the latest data. Or post a link with quick action buttons.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The CRM Analytics for Slack app is available for use where approved by a workspace admin and installed in Slack.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d154789e74">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d154789e74 ">To use CRM Analytics for Slack:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d154789e74 ">Connect Salesforce with Slack</td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d154789e74 ">To download data from widgets and lenses using the CRM Analytics user
            interface:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d154789e74 ">Download CRM Analytics Data</td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d154789e74 ">To share images of dashboards and widgets when Secure Image Sharing and
            Downloading is enabled:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d154789e74 ">Share CRM Analytics Images</td>

        </tr>
      </tbody>
    </table>

[Enable Dashboard Views](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_dashboard_views.htm&type=5&language=en_US) must be on to view snapshots. The setting is enabled by default.

To set up the Post to Slack feature, complete these steps.

1. From Setup, in the Quick Find box, enter Slack, and then select **Slack Apps Setup**.
2. At step 2, click **Accept to agree to the Terms and Conditions**.
3. In the left navigation panel, select **CRM Analytics for Slack** and click **Agree and enable Slack integration**. For more information, see [Enable Salesforce for Slack Integrations](https://help.salesforce.com/s/articleView?id=slack.slack_apps_enable.htm&type=5&language=en_US).
4. Each user must then add CRM Analytics for Slack to their personal Slack sidebar and connect their Salesforce account. See [Add Apps in Your Personal Slack Sidebar](https://help.salesforce.com/s/articleView?id=slack.slack_apps_get_started.htm&type=5&language=en_US).

After setting up the feature, the Post to Slack icon appears on dashboards and lenses.

![A saved lens with the Post to Slack icon in the control bar](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_slack_post_crma_icon.png)

Click the icon to select the Slack workspace and channels where you want to share the item. You can add up to 20 channels per post. Optionally, add a comment to spark conversation with your teammates.

![Post to Slack dialog, where you select workspace, channels, and whether to post with a snapshot](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_slack_post_lens.png)

You can post with or without a snapshot. Both options include a link to the item in CRM Analytics.

![Two posts in Slack, one with a snapshot and one with action buttons](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_slack_post_crma_app_view.png)

Posts without a snapshot have buttons for the following actions: view snapshot, view details, subscribe (for dashboards only), and download as an accessible .pdf file. The accessible .pdf file includes an image plus the dashboard or lens data in screen-reader friendly, tabular format.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note The snapshot is an image of your personal view, including any confidential data. Consider that after you share it others can see and share your personal view. Alternatively, sharing without an image lets others run their own snapshot with their default views and security predicates.

#### See Also

- [CRM Analytics for Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_intro.htm&type=5&language=en_US)