Enable Lead and Referral for Slack

Turn on the setting for leads and referrals in Slack.

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited editions

Available in: Slack (where approved by a workspace admin)

User Permissions Needed
To enable Lead and Referral in Slack:	Financial Services Cloud Extension permission set and Customize Application

User Permissions Needed

To enable Lead and Referral in Slack:

Financial Services Cloud Extension permission set

and

Customize Application

From Setup, in the Quick Find box, enter Slack, and then select Financial Services Cloud for Slack.
Turn on Slack for Leads and Referrals.