---
schema_version: "1"
id: 75ce0ef5c30cd497c063d2a0b0de6be7f2e437df20175484f0c98b99d99af472
title: Collaborate on Your Leads and Referrals in Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/fsc_slack_app_collaborate_leads_referrals.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8e41e29c632b8a22b9fc5207c6b37b19292acae593d741a8ad676e3e0a1a5f2e
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Collaborate on Your Leads and Referrals in Slack

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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            <p>Available in: Lightning Experience</p>
            <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions</p>
            <p style="margin-bottom:0;">Available in: Slack (where approved by a workspace admin)</p>
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![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/images/icon_example.png)

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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_setup.htm&release=264.0.0&type=5)**  
    Turn on the setting for leads and referrals in Slack.
- **[Customize the Salesforce Lightning Flow Template for Leads and Referrals](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_flow.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_navigate.htm&release=264.0.0&type=5)**  
    View and update your leads and referrals in Slack.
- **[Create a Lead or Referral in Slack](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_create.htm&release=264.0.0&type=5)**  
    Save time by creating a lead or referral in Slack.
- **[Convert a Lead or Referral in Slack](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_convert.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_slash_commands.htm&release=264.0.0&type=5)**  
    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.

#### See Also

- [Set Up Financial Services Cloud for Slack for Your Salesforce Users](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_setup_financial_services_cloud.htm&release=264.0.0&type=5 "Get Salesforce users up and running with the Financial Services Cloud for Slack app. First, complete some configuration in Salesforce Setup to get your Financial Services Cloud features ready to work with the app. Then enable Financial Cloud for Slack, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace.")