---
schema_version: "1"
id: 0470dd09149e42a2904300479aa130b4f40322ee016d86ce50be99ba26884a94
title: Customize the Salesforce Lightning Flow Template for Leads and Referrals
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_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 80e95ff79a7c61cf22bdd1995f1622bffe4a2c231b761659e519e0c82938a746
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# 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.

### 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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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4695e48">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4695e48 ">To open, edit, or create a flow in Flow Builder:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4695e48 ">Manage Flow</td>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4695e48 ">To run a flow:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4695e48 ">Run Flows</td>
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1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click New Flow, and then click **All + Templates**.
3. In the list of templates, select **Send Slack Notifications for Lead and Referral Creation and Assignment**, and then click **Create**.
4. Edit the Start element, and in Set Entry Conditions, update the conditions.
    1. Conditions Requirement Select **All conditions are met(AND)**.
    2. Field: Select **Internal Referrer**.
    3. Operator: Select **Is Null**.
    4. Value: Select **$GlobalConstant.False**.
    5. Click **Done**.
        
        ![Configure start](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_set_entry_configuration.png)
5. Edit the Creating or Assignment Decision element.
    1. Condition Requirements to Execute, update the value for the second condition.
    2. Value: Select **$Record**.
    3. Inside the brackets: Select **FSC9gs0\_\_ReferredByUser\_\_c**.
    4. Click **Done**.
        
        ![Edit decision](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_update_value.png)
6. Customize the flow according to your business requirements, and then save your changes.
7. Save and activate the flow.