---
schema_version: "1"
id: 1773999aa41a6a0d2ed184d24993f7af68757ec5690e683b7c03342d64558d94
title: CRM Analytics for Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/crm_analytics_slack_app_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 86160e2d4361b498d117c9e1e80bc3bb9e996fad28d5fe527fb8f19874b2c25e
description: CRM Analytics for Slack makes it easy to access your analytics right where collaboration happens in Slack. Now you can seamlessly find, share, and collaborate on reports, dashboards, and CRM Analytics insights within Slack and stay up to date on all of your data. CRM Analytics for Slack installs from the Slack Marketplace.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# CRM Analytics for Slack

CRM Analytics for Slack makes it easy to access your analytics right where collaboration happens in Slack. Now you can seamlessly find, share, and collaborate on reports, dashboards, and CRM Analytics insights within Slack and stay up to date on all of your data. CRM Analytics for Slack installs from the Slack Marketplace.

### 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 for use where approved by a workspace admin and installed in Slack.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Works with CRM Analytics in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">CRM Analytics is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permissions">
      <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="d5670e39">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To use CRM Analytics for Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Connect Salesforce with Slack</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To view CRM Analytics items within Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Use CRM Analytics</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To subscribe to dashboards in CRM Analytics for Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Subscribe to CRM Analytics Assets</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To share CRM Analytics notifications in Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Add Recipients to CRM Analytics Notifications</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">If you enabled the Secure Image Sharing and Downloading setting, but you want users to
            be able to share images in Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">
            <p>Share Analytics Images</p>
            <p style="margin-bottom:0;">Note: Sharing preview images of CRM Analytics
              dashboards and lenses is enabled by default, but you can control who can share with the
              Secure Image Sharing and Downloading setting and Share Analytics Images permission. For more
              information, see <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_setup_secure_images_enable.htm&amp;type=5&amp;language=en_US" target="_blank">Secure Image Sharing and Downloading</a>.</p>
          </td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To view Einstein Discovery predictions, improvements and related details that are
            derived from the deployed model:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">View Einstein Discovery Recommendations</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To import Lightning report subscriptions:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Subscribe to Reports</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To share Lightning report subscriptions in Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Subscribe to Reports: Add Recipients</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To import Lightning dashboard subscriptions:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Subscribe to Dashboards</td>
        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">To share Lightning dashboard subscriptions in Slack:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5670e39 ">Subscribe to Dashboards: Add Recipients</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.

Verify that these Session Settings are disabled.

- Lock sessions to the IP address from which they originated.
- Enforce login IP ranges on every request.

With CRM Analytics for Slack, you and your team can:

- Browse and Search—Browse recent and favorite analytics or search to find specific items. View details and snapshots of your items.
- Share and Collaborate—Share links to analytics items and snapshots of reports, dashboards, and lenses. Collaborate with the team, and even loop in external stakeholders like partners, vendors, and customers with Slack Connect.
- Stay Updated—Keep up to date from anywhere. Subscribe to CRM Analytics dashboards for periodic updates, and import CRM Analytics notifications to get notified when data thresholds are met. Import Lightning Reports and Dashboards subscriptions into Slack. Share all of your notifications and subscriptions to your teammates.
- Learn the Why Behind Your Data—Run Einstein Discovery on Lightning reports to drive better business outcomes with AI-powered predictions and recommendations. Share relevant and actionable predictions, improvements, and top factors with your Slack channels and colleagues.

- **[Browse, Search, and View Analytics in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_browse_search.htm&release=264.0.0&type=5)**  
    Find all your analytics items in the CRM Analytics for Slack app and in your channel. In the app, your top items appear on the Home tab. In your channels, you can access analytics items using slash commands.
- **[Share Analytics with Your Teammates in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_share.htm&release=264.0.0&type=5)**  
    Wherever analytics items appear, whether in the CRM Analytics for Slack app or in your channels, you can share them with teammates.
- **[Subscribe to CRM Analytics Dashboards in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_subscriptions.htm&release=264.0.0&type=5)**  
    Schedule regular delivery of dashboard snapshots. When viewing a CRM Analytics dashboard in Slack, you can subscribe to it and specify the delivery schedule and Slack recipients. The subscription runs the dashboard at your scheduled times (in your org’s time zone) and delivers fresh snapshots to you and your selected recipients.
- **[Import and Add Recipients to CRM Analytics Notifications in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_notifications.htm&release=264.0.0&type=5)**  
    With notifications, you can learn about changes to your business metrics and get notified when data conditions are met. Notifications are set on dashboard widgets in CRM Analytics. To receive notifications in Slack, simply import them. After notifications are imported, you can share them with others in Slack.
- **[Subscribe to Lightning Reports and Dashboards in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_r_and_d_subscribe_direct.htm&release=264.0.0&type=5)**  
    Get reports and dashboards that you want to see regularly by subscribing for yourself and others in the CRM Analytics for Slack app. A subscription refreshes the report or dashboard on a schedule that you set and posts a snapshot of the item to you and your specified recipients in Slack.
- **[Import and Add Recipients to Lightning Report and Dashboard Subscriptions in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_r_and_d_subscriptions.htm&release=264.0.0&type=5)**  
    Subscribe to reports and dashboards to get refreshed results on set schedules. Subscriptions are set on reports and dashboards in Lightning Experience. To receive subscriptions in Slack, simply import them. After subscriptions are imported, you can share them with others in Slack.
- **[Run Einstein Discovery Predictions in Slack](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_predictions.htm&release=264.0.0&type=5)**  
    Get Einstein Discovery predictions on records in your Lightning Reports—directly in Slack. Use the CRM Analytics for Slack app to run an Einstein Discovery model on the records in the report. The app returns the average prediction score, top-influencing factors, recommended actions, and the most at-risk records in the report. Share the predictions with your Slack channels and colleagues.
- **[CRM Analytics for Slack Slash Command Reference](https://help.salesforce.com/s/articleView?id=slack.crm_analytics_slack_app_cmd_ref.htm&release=264.0.0&type=5)**  
    These slash commands are available in the CRM Analytics for Slack app. If you use other Slack apps connected to Salesforce, you could have additional commands available to you.

#### See Also

- [Enable Slack Apps in Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_apps_enable.htm&release=264.0.0&type=5 "Integrate Slack and Salesforce to unlock access to Slack apps, tools, and services. This page covers the admin procedures for enabling Slack apps in Salesforce.")
- [Add Apps in Your Personal Slack Sidebar](https://help.salesforce.com/s/articleView?id=slack.slack_apps_get_started.htm&release=264.0.0&type=5 "After your Salesforce and Slack admins have approved and installed Slack Apps for Salesforce in your company's workspace, you can add them to your personal Slack sidebar and connect them to your Salesforce account.")
- [Salesforce Apps for Slack Limitations](https://help.salesforce.com/s/articleView?id=slack.slack_apps_limitations.htm&release=264.0.0&type=5 "Learn about limitations in the Salesforce apps for Slack.")
- [Post Lightning Dashboards to Slack](https://help.salesforce.com/s/articleView?id=analytics.dashboards_post_to_slack.htm&type=5&language=en_US)