Track prospects with Leads and Referrals in Slack. Save time by collaborating on leads and referrals in Slack. The experience of creating, viewing, updating, and converting a lead or referral in Slack is similar to the experience in Salesforce.
Required Editions
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Available in: Lightning Experience Available in: Enterprise, Performance, and Unlimited editions Available in: Slack (where approved by a workspace admin) |
Example For example, when a bank representative talks to an existing client about their checking
account, the client expresses interest about opening a new savings account. In Slack, the bank
representative creates a lead and assigns it to the financial manager. When the financial manager
gets a notification in Slack about the lead, they open it, review the details, and update the
status. In Slack, the financial manager sends a message to the lead creator for additional
information. Finally, after contacting the customer and finalizing the details about the new
savings account, the financial manager converts the lead in Slack.
- Enable Lead and Referral for Slack
Turn on the setting for leads and referrals in Slack. - Customize the Salesforce Lightning Flow Template for Leads and Referrals
Send Slack notifications to users when a lead or referral is created by a user or when a lead or referral is assigned to a user. Salesforce provides a standard lightning flow template that you can use to send lead and referral Slack notifications. You can clone the template to customize it to suit your business process. - Navigate Leads and Referrals in Slack
View and update your leads and referrals in Slack. - Create a Lead or Referral in Slack
Save time by creating a lead or referral in Slack. - Convert a Lead or Referral in Slack
Create a contact, along with an account and opportunity when you convert a lead or referral in Slack. - Use Slash Commands in Leads and Referrals
Create a lead or referral by using the Slack slash command. The shortcut slash command is available in the Financial Services Cloud for Slack app where Leads and Referrals is turned on.