CRM Analytics
Bring Data to Every Conversation with CRM Analytics for SlackCRM 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 Salesforce reports and dashboards and CRM Analytics items within Slack and stay up to date on all of your data.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.If you see "Restricted," please reach out to your Slack admin to enable the app for your company's Slack and Salesforce CRM Analytics users. Share this guide with your operational leaders to make it easy.If this appears as "Add to Slack," the app has already been enabled for your organization. You can follow this user guide to install and start using the app today!Please give us feedback on your experience with the CRM Analytics for Slack app. Your insights are valued and help our product teams improve the Salesforce user experience. Thank you!
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.If you see "Restricted," please reach out to your Slack admin to enable the app for your company's Slack and Salesforce CRM Analytics users. Share this guide with your operational leaders to make it easy.If this appears as "Add to Slack," the app has already been enabled for your organization. You can follow this user guide to install and start using the app today!Please give us feedback on your experience with the CRM Analytics for Slack app. Your insights are valued and help our product teams improve the Salesforce user experience. Thank you!
Permissions
CRM Analytics will be able to view:
CRM Analytics will be able to do:
Review the details to better understand this app’s security practices. To learn more about assessing apps for your workspace visit our Help Center.
General
Developer
Salesforce
Company headquarters location
United States
Privacy & data governance
Data retention policy
For Tableau CRM users, Salesforce determines the appropriate retention period for Personal Data on the basis of the amount, nature, and sensitivity of the Personal Data being processed, the potential risk of harm from unauthorized use or disclosure of the Personal Data, whether we can achieve the purposes of the processing through other means, and on the basis of applicable legal requirements (such as applicable statutes of limitation). After expiry of the applicable retention periods, your Personal Data will be deleted. More information can be found here: https://www.salesforce.com/company/privacy/full_privacy/.
Retention of Customer Data entered into Tableau CRM is governed by your agreement with Salesforce. More information can be found here: https://www.salesforce.com/company/legal/trust-and-compliance-documentation. For Tableau CRM and Salesforce customers, after termination of service, please contact customer support or contact us at https://www.salesforce.com/form/other/privacy-request/ to request deletion of Customer Data submitted to the applicable service.
Data archiving and removal policy
For Tableau CRM and Salesforce customers, after termination of service, please contact customer support or contact us at https://www.salesforce.com/form/other/privacy-request/ to request deletion of Customer Data submitted to the applicable service. More information can be found here: https://www.salesforce.com/company/privacy/full_privacy/. Retention of Customer Data entered into Tableau CRM is governed by your agreement with Salesforce. More information can be found here: https://www.salesforce.com/company/legal/trust-and-compliance-documentation.
Data storage policy
For Tableau CRM customers and users, Salesforce operates in a multitenant architecture that is designed to segregate and restrict Customer Data access based on business needs. The architecture provides an effective logical data separation for different customers via a customer-specific unique identifier and allows the use of customer and user role-based access privileges. The specific infrastructure used to host and process Customer Data is described in the “Infrastructure and Sub-processors” documentation available here: www.salesforce.com/content/dam/web/en_us/www/documents/legal/misc/salesforce-infrastructure-and-subprocessors.pdf (http://www.salesforce.com/content/dam/web/en_us/www/documents/legal/misc/salesforce-infrastructure-and-subprocessors.pdf)
Data center location(s)
United States
Data hosting details
Cloud hosted
Data hosting company
Salesforce (Core) and AWS (Headless Browser Service)
App/service has sub-processors
no
Certifications & compliance
ISO/IEC-27001 certification
ISO/IEC-27017 attestation
ISO/IEC-27018 attestation
FedRAMP ATO
https://marketplace.fedramp.gov/#!/product/salesforce-government-cloud?sort=productName
Privacy Shield notice
Data deletion request procedure
Requests regarding your personal data should be submitted here: https://www.salesforce.com/form/other/privacy-request/. After termination of all subscriptions associated with any of the Covered Services (“Subscription Termination”), Customer Data submitted to the Covered Services may remain in inactive status for up to 120 days. After such period, Customer data will be overwritten or deleted from production within 90 days. Customer Data will be deleted from backups within 300 days of Subscription Termination. This process is subject to applicable legal requirements. Without limiting the ability for customers to request return of their Customer Data submitted to the applicable Covered Services, Salesforce reserves the right to reduce the number of days it retains such data after termination of the Covered Service. Salesforce will update this Security, Privacy, and Architecture Documentation in the event of such a change. More information can be found here: https://www.salesforce.com/company/legal/trust-and-compliance-documentation.
HIPAA compliant
yes
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack Marketplace, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Security
Supports Single Sign On (SSO) with the following providers
Salesforce
Supports Security Assertion Markup Language (SAML)
yes
Has a dedicated security team
yes
Contact for security issues
Has a vulnerability disclosure program
yes
Vulnerability disclosure program URL
Vulnerability disclosure program covers Slack app
yes
Has a bug bounty program
yes
Bug bounty program URL
Requires third party authorization/connections
no
Uses token rotation
no