Context
The Slack integration allows you to send Demandbase alerts and reports to the Demandbase app in Slack.
See Create or customize Slack Alerts and Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions.
Prerequisites/Preparation
You must have Admin privileges in Slack or have been granted the privilege to install apps from your Slack Admin.
You must have Admin privileges in Demandbase.
Steps: Integrate Slack in Demandbase
- In Demandbase, from the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click Create Data Source and select Slack.
- Toggle on the Active button and click Save.
Steps: Get the Demandbase App in Slack
- Go to slack-service.demandbase.com and click the Add to Slack button.
- From the new tab that opens on the Slack.com domain, log in and click Authorize.
Important: In Slack, you must have admin rights or have been granted the privilege to install apps. - After successful login, you're redirected to the Demandbase Authorization Succeeded screen.
Outcome
All users mapped to the Auto-create Account List feature automatically start receiving Slack reports. Going forward, the weekly sync identifies new Demandbase users and adds them to the Slack report distribution list.
Important: Demandbase Slack reports are sent on a scheduled frequency like email reports and are not real-time like Slack messages.