---
schema_version: "1"
id: 627eca8c6a1ade9eee29159ddc4e82196cfa972c30fe819569719eaa630116b8
title: Create 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_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0173d7f48eea06c05020402fde692e32abb78efcdd83135412a61335adf13704
description: Save time by creating a lead or referral in Slack.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Create a Lead or Referral in Slack

Save time by creating 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>
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            <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="d16451e48">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16451e48 ">To use Salesforce with Slack:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16451e48 ">Connect Salesforce with Slack</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16451e48 ">To use Action Plans:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16451e48 ">
              <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.
3. Click Create a New Lead or Referral.
4. Select a record type, and click Next.
5. Enter the lead details, and click Save.
    
    ![New lead and referral](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_lead_referral_new.png)