Bring the Power of Slack to your Corporate and Investment Banking Landscape

Use the digital assistant for Financial Services Cloud to execute financial deals efficiently and to turn conversations into actions. First, learn about Financial Services Cloud for Slack features and how to manage Salesforce records in Slack. Next, review the app considerations so that you know what to expect with Financial Services Cloud for Slack.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited editions

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

Are you ready to build and deepen customer relationships with Slack? Let’s get started!

Manage Salesforce Records in Slack
Create interactions and interaction summaries directly from Slack. Verify the details of accounts, financial deals, interactions, and interaction summaries without leaving Slack.
Enable Financial Deal Management for Slack
Turn on the Financial Deal Management for Slack setting.
Stay Up to Date on Interactions and Financial Deals With Financial Deal Channels
Salesforce provides a standard Lightning Flow template that you can use to automatically create Slack channels for financial deal records. Slack channels help streamline collaboration with other users.
Financial Services Cloud for Slack Slash Commands
Slack slash commands are the entry points to complex workflows. These shortcuts and slash commands are available in the Financial Services Cloud for Slack app. Start entering these commands directly in the Slack message field.
Review Considerations for Financial Services Cloud for Slack
Before setting up the app, learn about these channel and app considerations.