Why don't I see the option to edit records from my Salesforce report?

Likely, one of three reasons:

  1. The report is a summary report. If so, you need to select a grouping for the edit dropdown to appear

2. You are pulling reports into private channels or group direct messages

  • If so, the Troops bot needs to be invited to edit your reports. Simply type "/invite @troops" and hit enter to get the Troops bot in the channel.

3. You are pulling reports in Direct Message with yourself or someone else

  • This is currently unsupported for report edit

  • You can either start a group direct message and invite Troops bot (see #2) or

  • You can still use "/troops" to search and edit your records in any channel

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