Updated November 20th, 2019 by Ana Nelas

Salesforce and Object Relationships

Salesforce is a super powerful tool and object relationships are another very useful layer. Object Relationships allow you to connect two objects. There are several types of relationships, including Master-detail, many-to-many, lookups, and hierarchical. Let's focus on Lookups and Master - detail relationships.  Lookup relationships link two objects...

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Updated November 11th, 2019 by Ana Nelas

Get Started With Attentive

First of all, welcome to Attentive! We're super excited to have you here.  Get started 1. Go to https://app.attentive.us . 2. Click Register. 3. Enter your email and password. Don't forget to confirm the password and click Register. 4. You now have access to Attentive and you're on My Account page. Next, let's connect Attentive to Slack.  Connect yo...

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Updated October 28th, 2019 by Ana Nelas

Inviting Team Members

If you're Attentive's Admin (the person who registered your team), you can invite team members at any time: 1. Go to https://app.attentive.us. 2. On the menu bar, select Team. 3. The list mirrors your Slack workspace members. Here you can:     1. Invite people to use Attentive. Slack will automatically be connected, and they will receive a welcome m...

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Updated November 11th, 2019 by Ana Nelas

Listing Salesforce Objects

Attentive is all about you having the right information at your fingertips. Using Attentive on Slack is the perfect way to have Salesforce data wherever you are, one Slack command away.  Note : If you're using Attentive's Free Plan, you'll only have access to the details of Opportunity results. Need more objects? Upgrade to a different plan . Listin...

1 min reading time
Updated October 24th, 2019 by Ana Nelas

Searching Salesforce

Attentive allows you to quickly search Salesforce for any kind of information.  1. On Slack, go to the Attentive bot. 2. Type /att-search followed by the term you want to search and press Enter.  Tip: Make sure you type at least three characters on your search term. 3. If the search returns results, they will be sorted by Salesforce Object: 4. Click...

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Updated October 24th, 2019 by Ana Nelas

Training on Slack

Using Salesforce (or any CRM, for that matter) can be overwhelming sometimes, especially if you're just starting.  For that reason, we've put together a quick ramp-up you can access at any time, directly in Slack. 1. On Slack, go to the Attentive bot. 2. Type /att-training and press Enter. 3. Check out your training materials!...

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Updated November 11th, 2019 by Ana Nelas

Creating Salesforce Objects

A crucial part of sales teams' work is registering all sales activities on Salesforce. Unfortunately, this can be a very time-consuming task, and not always simple to perform. With Attentive, you can create salesforce objects from Slack, while keeping up with your Salesforce structure.  Creating an Object 1. On Slack, go to the Attentive bot. 2. Typ...

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