Improve team collaboration using Slack channels for account - household records. In
Salesforce create a Slack Channel for a household record. Then, add team members who work on
the Household records to the Slack channel. Salesforce provides a standard Lightning Flow
template that you can use to create a Slack channel from an account - household record in
Salesforce.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions
Available in: Slack (where approved by a workspace admin)
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- Customize the Salesforce Lightning Flow Template for Householding
The Create Slack Channel for Account flow lets you create Slack channels from household account records in Salesforce. The flow is installed as a standard flow template. You can clone the template to customize it according to your business process.
- Create a Quick Action for the Flow for Householding
Allow users to easily access a flow by creating a quick action. When you add the quick action to the Account - Household page layout, users can launch the flow from account - household record pages.
- Add Quick Actions to the Account Page Layout
Give your users access to launch the flow from the account - household record page layout and to create a Slack channel automatically for that household record.
- Launch the Flow to Create a Slack Channel
After your Slack admin adds the Financial Services Cloud Slack app to a workspace, members from that workspace can start to create Slack channels for an account - household record. Members can streamline collaboration with other channel users and view household members and financial accounts that are related to the Household, all without leaving Slack.
- Use Slash Commands in Household Channels
View a household account and household members by using Slack slash commands. These shortcut slash commands are available in the Financial Services Cloud for Slack app for your Household Channels. Enter the slash commands into the text field:
