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Financial Services Cloud for Slack
Access key Financial Services Cloud features while continuing to collaborate with teams on Slack.
Required Editions
Available in: Lightning Experience Available in: Enterprise, Performance, and Unlimited editions Available in: Slack (where approved by a workspace admin) |
- Set Up Financial Services Cloud for Slack for Your Salesforce Users
Get Salesforce users up and running with the Financial Services Cloud for Slack app. First, complete some configuration in Salesforce Setup to get your Financial Services Cloud features ready to work with the app. Then enable Financial Cloud for Slack, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace. - Learn about Financial Services Cloud for Slack Features
Help your users stay on top of client interactions and financial deals. The Slack app for Financial Services Cloud makes it easy for your users to capture client interactions, follow up on action items, collaborate with other users on financial deals, and do more without leaving Slack. - Bring the Power of Slack to your Corporate and Investment Banking Landscape
Use the digital assistant for Financial Services Cloud to execute financial deals efficiently and to turn conversations into actions. First, learn about Financial Services Cloud for Slack features and how to manage Salesforce records in Slack. Next, review the app considerations so that you know what to expect with Financial Services Cloud for Slack. - Enhance Collaboration and Productivity with Action Plans in Slack
Enhance your team’s collaboration and productivity with Action Plans in Slack. In the Financial Services Cloud Slack App, users can view their Action Plans and Action Plan Items. They can stay on top of deadlines, see important record details, and update the record status as they complete tasks and items. - Collaborate on Household Account Records with Householding Slack Channels
Improve team collaboration using Slack channels for account - household records. In Salesforce create a Slack Channel for a household record. Then, add team members who work on the Household records to the Slack channel. Salesforce provides a standard Lightning Flow template that you can use to create a Slack channel from an account - household record in Salesforce. - Collaborate on Your Leads and Referrals in Slack
Track prospects with Leads and Referrals in Slack. Save time by collaborating on leads and referrals in Slack. The experience of creating, viewing, updating, and converting a lead or referral in Slack is similar to the experience in Salesforce.
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