After your Slack admin adds the Financial Services Cloud Slack app to a workspace,
members from that workspace can start to create Slack channels for a financial deal record.
Members can streamline collaboration with channel users and view past interactions or interaction
summaries that are related to the financial deal directly on Slack.
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
To create Slack channels, you need Read and Create permissions on Swarms. If you don’t have
the necessary permissions, contact your Salesforce admin.
In Salesforce, on the financial deal record page, click the quick action that you added to
the Financial Deal page layout.
When prompted, enter a name for the Slack Channel.
Note The channel name must be unique, can contain only lowercase letters, numbers, hyphens,
and underscores, and must be 80 characters or fewer.
Click Finish.
By default, the financial deal record owner is added to the Slack channel automatically.
Switch to the Slack app and you can see a channel is created for that financial deal record. Add
users to the Slack channel to collaborate with them on that financial deal record.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
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.
