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            Set Up a Collaboration Tool for Swarming

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            Set Up a Collaboration Tool for Swarming

            To swarm around customers issues, connect a collaboration tool, like Slack, to Salesforce. If you prefer to use the swarm record’s feed for collaboration, no collaboration tool is required—you just need to enable Feed Tracking for the Swarm object.

            Required Editions

            1. From Setup, in the Quick Find box, enter Swarming, and then select Swarming.
            2. Under Optional: Swarm with a Collaboration Tool, click Go to Slack Setup to complete the Service Cloud for Slack app setup. An admin must complete the setup before users can start swarming in Slack.
            3. After the app setup is complete, return to the Swarming setup page, and select Slack as your collaboration tool.

            See Also

             
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