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            Customize the Salesforce Lightning Flow Template

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            Customize the Salesforce Lightning Flow Template

            The Create Financial Deal Slack Channel Lightning Flow helps create Slack channels for financial deal records automatically. The flow is installed as a standard flow template. You can clone the template to customize it according to your business processes.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To run a flow: Run Flows
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. In the list of templates, select the Create Financial Deal Slack Channel template, and then click Create.
            4. Configure the Create Slack Channel and Invite Member action elements with Slack workspace details such as Workspace ID and Channel ID.
            5. Edit the Create Collaboration Room element, and then replace the TeamKey field value with the Slack workspace ID.
            6. Set a default name for the new Slack channels. The flow evaluates the ChannelNameFormat variable to determine the default names for new channels.
              1. Replace the default ChannelPrefix and ChannelNameFormat variable values, if necessary .
            7. Customize the flow according to your business requirements, and then save your changes.
            8. Activate the flow.

            Next, create a quick action to invoke the flow.

             
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