---
schema_version: "1"
id: 079f9e005ebaddf698945f6738a0aa2b2f768746a89251e04c75181c76cd0d72
title: Convert a Lead or Referral 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_convert.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_convert.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 62efd93249dfaa8ace606e1cdc9dcba42bef2ea14bb50264cede8e5745f11f0c
description: Create a contact, along with an account and opportunity when you convert a lead or referral in Slack.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <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>
            </td>
          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6028e48">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6028e48 ">To use Salesforce with Slack:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6028e48 ">Connect Salesforce with Slack</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6028e48 ">To use Action Plans:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6028e48 ">
              <p>Financial Services Cloud Extension permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>
          </tr>
        </tbody>
      </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/slack_apps/images/fsc_slack_convertlead_button.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/slack_apps/images/fsc_slack_convert_select_account.png)
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/slack_apps/images/fsc_slack_convert_select_opportunity.png)
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/slack_apps/images/fsc_slack_convert_status.png)