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.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions
Available in: Slack (where approved by a workspace admin)
Example For example, when a bank representative talks to an existing client about their checking
account, the client expresses interest about opening a new savings account. In Slack, the bank
representative creates a lead and assigns it to the financial manager. When the financial manager
gets a notification in Slack about the lead, they open it, review the details, and update the
status. In Slack, the financial manager sends a message to the lead creator for additional
information. Finally, after contacting the customer and finalizing the details about the new
savings account, the financial manager converts the lead in Slack.
Customize the Salesforce Lightning Flow Template for Leads and Referrals Send Slack notifications to users when a lead or referral is created by a user or when a lead or referral is assigned to a user. Salesforce provides a standard lightning flow template that you can use to send lead and referral Slack notifications. You can clone the template to customize it to suit your business process.
Use Slash Commands in Leads and Referrals Create a lead or referral by using the Slack slash command. The shortcut slash command is available in the Financial Services Cloud for Slack app where Leads and Referrals is turned on.
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