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.
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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- Prepare for Financial Services Cloud for Slack
Before you turn on the Financial Services Cloud for Slack app and roll it out to your users, complete some initial setup steps in Salesforce.
- Enable Financial Services Cloud for Slack in Salesforce
The next step in setting up Financial Services Cloud for Slack is to enable Slack apps in Salesforce and configure the features of Financial Services Cloud for Slack.
- Get Started with Financial Services Cloud for Slack
After your Salesforce admin installs the Financial Services Cloud for Slack app in your team’s Slack workspace, get the app from Slack and connect it to your Salesforce user account. Then you can start to use the Financial Services Cloud for Slack to streamline how your users handle client or partner interactions and execute financial deals.
