Now that you added apps to your Slack sidebar, use the Slack sidebar to locate the
Financial Services Cloud for Slack app. Then open the app to connect Slack with Salesforce.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions
Available in: Slack (where approved by a workspace admin)
User Permissions Needed
To install the Financial Services Cloud for Slack app:
Connect Salesforce with Slack
AND
Financial Services Cloud for Slack User
From the Slack navigation menu, click Apps. If you don’t see it,
open the More menu.
Type Financial Services Cloud, and then click the app to open
it.
From the Financial Services Cloud app, click the Home tab.
Click Connect Your Account.
You’re prompted to enter your Salesforce login credentials. Click
Allow.
You’re prompted to authorize the connection between Slack and Salesforce. Click
Allow.
You’re prompted to allow Slack to access your Salesforce account. Select the checkbox to
agree to the terms. Then click Allow.
Close the successfully authorized browser window.
You can now start to collaborate with your colleagues by using Financial Services Cloud for
Slack.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
