Navigate Action Plan Items in Slack

View and act on your incomplete tasks and document checklist items.

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited editions

Available in: Slack (where approved by a workspace admin)

User Permissions Needed
To use Salesforce with Slack:	Connect Salesforce with Slack
To use Action Plans:	Financial Services Cloud Extension permission set AND Customize Application

User Permissions Needed

To use Salesforce with Slack:

Connect Salesforce with Slack

To use Action Plans:

Financial Services Cloud Extension permission set

AND

Customize Application

In Slack, open the Financial Services Cloud app.
Click View Your Action Plan Items.
If you don’t see View Your Action Plan Items button, contact your Salesforce Admin for help.
In the View Your Action Plan Items section, review a list of your incomplete action plan tasks.
1. To update the status of the action plan tasks, click Select…
  When you update the status to Completed, the action plan task is removed from Slack. Navigate to Salesforce to see completed action plan task.
2. To navigate to Salesforce for more information, click the name of the action plan task.
3. To see all of your action plan tasks, click View More.
In the View Pending Document Checklist Items section, review the list of documents that you’ve requested from customers.
1. To update the status of the document checklist item, click Select….
2. To navigate to Salesforce for more information, click the name of the task.
3. To show three more document checklist items, click View More
4. To navigate to Salesforce and attach files, click Upload in Salesforce.
5. To go Salesforce and attach a file, click Upload in Salesforce.
6. To view the document checklist item, click Link.

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