---
schema_version: "1"
id: 9d795c97ac146bab5e0ba0596f136d74c795fb0f35bd50bb0905c0d92d74aa98
title: Stay Up to Date on Interactions and Financial Deals With Financial Deal 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_stay_up_to_date.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_stay_up_to_date.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5101a2d3c68e9967208ad80796b9e72d18d949dbfe920b1c97f1aed6a03381da
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Stay Up to Date on Interactions and Financial Deals With Financial Deal Channels

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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            <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>
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Before you begin, first clone and configure the flow with the Slack workspace details.

1. **[Customize the Salesforce Lightning Flow Template](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_customize_the_salesforce_lightning_flow_template.htm&release=264.0.0&type=5)**  
    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.
2. **[Create a Quick Action for a Flow](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_create_a_quick_action_for_a_flow.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 Financial Deal page layout, users can launch the flow from financial deal record pages.
3. **[Add Quick Actions to the Financial Deal Page Layout](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_add_quick_actions_to_the_financial_deal_page_layout.htm&release=264.0.0&type=5)**  
    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.
4. **[Launch the Flow to a Create Slack Channel](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_launch_the_flow_to_a_create_slack_channel.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 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.

#### See Also

- [Connect Your Account](https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_connect_your_account.htm&release=264.0.0&type=5 "Now that you added apps to your Slack sidebar, use the Slack sidebar to locate the Financial Services Cloud for Slack app. Then open the app to connect Slack with Salesforce.")