Salesforce provides a standard Lightning Flow template that you can use to automatically create Slack channels for financial deal records. Slack channels help streamline collaboration with other users.
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) |
Before you begin, first clone and configure the flow with the Slack workspace details.
- Customize the Salesforce Lightning Flow Template
The Create Financial Deal Slack Channel Lightning Flow helps create Slack channels for financial deal records automatically. The flow is installed as a standard flow template. You can clone the template to customize it according to your business processes. - Create a Quick Action for a Flow
Allow users to easily access a flow by creating a quick action. When you add the quick action to the Financial Deal page layout, users can launch the flow from financial deal record pages. - Add Quick Actions to the Financial Deal Page Layout
Give your users access to launch the flow from the financial deal record page layout and to create a Slack channel automatically for that deal record. - Launch the Flow to a Create 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 a financial deal record. Members can streamline collaboration with channel users and view past interactions or interaction summaries that are related to the financial deal directly on Slack.