Product Updates - Sally (Slack Integration)

Hi Jahnavi, Sally now works at the Relationship level. Please refer to the latest post in this thread for more details.

Great, thank you!

Thanks Rajesh, do you have a link or a video that explains all features?

Here is the link with the details. 

Happy to announce that we now support Posting an activity to timeline using Sally in Slack. This feature would help the users to post to timeline on the move directly from the Slack app on mobile.

How to use this feature
You can use the feature by typing “Post to timeline of <customer name>” and send a DM to Sally. You would be presented with a dialog box for entering additional details to post an activity. You can also post to the timeline of a Relationship. A sample command would be “Post to timeline of Relationship <relationship Name> of <customer name>“.

Who can use this feature
Any user already using Sally. 

Limitations
- We do not support all the timeline fields such as attendees because of the limitations of Slack’s dialog box. Also, attachments are not supported.
- User’s image will not be displayed in timeline along with the activity posted using Sally. We hope to fix this in future releases
- You cannot post from a channel. This limitation is intentional.

Please use this feature and let us know your feedback.

Cool feature, adding to Timeline. 

Our Field CSM's will be able to leverage this.

Love this feature!

It doesn't seem to work too well with fuzzy text matching for the command, though.

1. Type: "post to Customer 1 timeline"
2. Sally: "Please select the activity type to post to the timeline of the customer customer Customer 1"
3. Do not select an activity type
4. Type: "post to Customer 2 timeline"
5. Sally: "Please select the activity type to post to the timeline of the customer[i] Customer 1"

Hi Seth, thanks for the feedback! We will look into this.

It appears that I am unable to edit sally timeline posts once they are submitted? Is this a limitation, or a misconfig on our end?

This was my account in Slack, posting to my 'customer' and the edit options are not available like normal.

Hi Jason,

There is no such limitation. If the user who posted from Slack is same the user logged into Gainsight then editing should be possible (email id helps us identify if it is the same GS user). Is your email id in Slack the same email id that is in Salesforce / Gainsight? 

Thanks,