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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.

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 use Salesforce with Slack: Connect Salesforce with Slack
To use Action Plans:

Financial Services Cloud Extension permission set

AND

Customize Application
  1. In Slack, open the Financial Services Cloud app.
  2. Click View Your Leads and Referrals.
    If you don’t see the View Your Leads and Referrals button, contact your Salesforce Admin for help.
  3. Click Convert.
  4. Configure your lead or referral, and then click Convert.
    Convert lead button
    The account, contact, and opportunity sections are filled with data from the lead that is being converted. You can customize the sections based on your business needs.
    1. In the Account section, to associate the lead or referral to an existing account, select Choose Existing. Enter the name of the account in the Account Search box, and select an account.
      Convert lead account
    2. In the Contact section, to associate the lead or referral to an existing content, select Choose Existing. Enter the name of the contact in the Contact Search box, and select a contact.
    3. In the Opportunity section, to associate the lead or referral to an existing opportunity, select Choose Existing.
    4. From the list of existing opportunities on the account that match the lead or referral, select an opportunity.
      If no existing opportunities match the lead or referral, select Create New, and create an opportunity.
    5. To not create an opportunity when the lead is converted, select Don’t create an opportunity upon conversion.
      Convert lead opportunity
    6. The Converted Status is automatically set to Closed - Converted.
    7. The Record Owner is automatically set to the user converting the lead, also known as the lead owner.
    8. Click Convert.
      Convert lead status