---
schema_version: "1"
id: 9cb5d861929facfda167ae1e5eafb8b0d8eeb322f29a09f8ed46ef5f7a277220
title: Collaborate on Household Account Records with Householding Slack Channels
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/fsc_slack_app_get_the_financial_services_cloud_householding.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_get_the_financial_services_cloud_householding.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dce4c385292f359b998a990b282451c5389dca40e3b2ff687bc77b06a0492621
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Collaborate on Household Account Records with Householding Slack Channels

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

<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>

- **[Customize the Salesforce Lightning Flow Template for Householding](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_get_the_financial_services_cloud_householding_customize_flow_template.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_get_the_financial_services_cloud_householding_create_quick_action.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_get_the_financial_services_cloud_householding_add_quick_action.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_get_the_financial_services_cloud_householding_launch_flow.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_get_the_financial_services_cloud_householding_slash_commands.htm&release=264.0.0&type=5)**  
    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:

#### See Also

- [Set Up Financial Services Cloud for Slack for Your Salesforce Users](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_setup_financial_services_cloud.htm&release=264.0.0&type=5 "Get Salesforce users up and running with the Financial Services Cloud for Slack app. First, complete some configuration in Salesforce Setup to get your Financial Services Cloud features ready to work with the app. Then enable Financial Cloud for Slack, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace.")