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            Install Financial Services Cloud for Slack in Your Company's Workspace

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            Install Financial Services Cloud for Slack in Your Company's Workspace

            Before your users get started with the Financial Services Cloud for Slack app, you must work with the Slack admin at your company to install the app in your company’s Slack workspace.

            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 for all users in a workspace: Administrative access to your Slack account
            To connect the Sales Cloud for Slack app to your Salesforce org:

            Modify All Data

            Connect Salesforce with Slack
            1. Search the Slack App Directory for Financial Services Cloud for Slack.
            2. Verify that you want to add the app to the workspace that's shown on the Slack authorization page. If the incorrect workspace is listed, change the workspace from the dropdown menu that's available on the upper-right corner of the page.
            3. When the authorization page shows the correct workspace, click Allow.
            4. To initiate the connection to Salesforce, click Connect.
            5. Use your admin credentials to log in to the Salesforce org that you want to connect to your Slack workspace. To log in to a custom domain, click the Use Custom Domain link.
            6. To agree to the terms, select the checkbox. Then to let Slack access your Salesforce account, click Allow.
            7. Close the successfully authorized browser window.

            Financial Services Cloud for Slack is now available for your users to add to their individual workspaces and connect their accounts directly from Slack.

             
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