---
schema_version: "1"
id: 5c7392daf73ebdc7340d9630df3e765bfce9fa16f1b257da644361b21da94175
title: Automating Business Processes in PRM for Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_prm_configure_business_process_slack.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_configure_business_process_slack.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cf14d72d2142f149d5794cc32e848bedbeee30f38b394ed5da72576bd850b27c
description: Make collaborating faster and closing a deal easier by creating or customizing Lightning flows and global actions.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Automating Business Processes in PRM for Slack

Make collaborating faster and closing a deal easier by creating or customizing Lightning flows and global actions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
              <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                Salesforce Enabled</p>
              <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
            </td>

          </tr>
        </tbody>
      </table>

- **[Customize Predesigned Flows in PRM for Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_configure_business_process_slack.htm&release=264.0.0&type=5)**  
    Streamline business processes with flows in PRM for Slack. Customize predesigned flows such as registering a deal for partners or approving a deal registration for partner account managers (PAMs). You can also create automated flows or global actions in Salesforce Setup.
- **[Enable Flows in PRM for Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_configure_business_process_slack.htm&release=264.0.0&type=5)**  
    After flows are created or customized in Flow Builder, enable them in PRM for Slack so they show in Setup.
- **[Enable Global Actions in PRM for Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_configure_business_process_slack.htm&release=264.0.0&type=5)**  
    After you create a global action in Salesforce Setup, enable it in PRM for Slack Setup.

#### See Also

- [Automating Business Processes in PRM for Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_configure_business_process_slack.htm&release=264.0.0&type=5 "Make collaborating faster and closing a deal easier by creating or customizing Lightning flows and global actions.")
- [Create Global Quick Actions](https://help.salesforce.com/s/articleView?id=experience.rss_flow_component.htm&type=5&language=en_US)
- [Flows](https://help.salesforce.com/s/articleView?id=experience.rss_flow_component.htm&type=5&language=en_US)
- [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&type=5&language=en_US)
- [Create a Global Action to Let Partners Register Deals](https://help.salesforce.com/s/articleView?id=experience.networks_deal_reg_global_actions.htm&type=5&language=en_US)

## Customize Predesigned Flows in PRM for Slack

Streamline business processes with flows in PRM for Slack. Customize predesigned flows such as registering a deal for partners or approving a deal registration for partner account managers (PAMs). You can also create automated flows or global actions in Salesforce Setup.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
                  <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                    Salesforce Enabled</p>
                  <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
                </td>

              </tr>
            </tbody>
          </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d11975e210">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11975e210 ">To create, configure, and enable business processes:</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11975e210 ">Customize Application</td>
              </tr>
            </tbody>
          </table>

Two predesigned flows are available: Register a Deal and Approve a Deal.

Go to the Configure Business Processes tab and complete one of these actions.

1. To create a business process, select **Create New Flow**.
2. To customize a preinstalled business process, select **Register a Deal**, **Notify Approvers of a Deal**, or **Approve a Deal** under Preconfigured Business Processes.

## Enable Flows in PRM for Slack

After flows are created or customized in Flow Builder, enable them in PRM for Slack so they show in Setup.

### Required Editions

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/images/icon_important.png)

Important Flows must be cloned and customized before they work in PRM for Slack.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
                  <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                    Salesforce Enabled</p>
                  <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
                </td>

              </tr>
            </tbody>
          </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d11975e301">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11975e301 ">To create, configure, and enable flows:</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11975e301 ">Customize Application</td>
              </tr>
            </tbody>
          </table>

1. Go to the Configure Business Processes tab in PRM for Slack Setup.
2. Select the flow to enable, and then click **Enable** from its action menu.
    
    Go to the PRM for Slack Home tab and click **Looking for more actions** to see your enabled actions.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/images/icon_tip.png)
    
    Tip Flows are configured for internal and partner users in Salesforce, and access is linked to user-specific profiles. All flows that are enabled for Slack in your Salesforce org appear in the PRM for Slack app.

## Enable Global Actions in PRM for Slack

After you create a global action in Salesforce Setup, enable it in PRM for Slack Setup.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
                  <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                    Salesforce Enabled</p>
                  <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
                </td>

              </tr>
            </tbody>
          </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d11975e383">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11975e383 ">To create, configure, and enable global actions:</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11975e383 ">Customize Application</td>
              </tr>
            </tbody>
          </table>

1. Go to the Configure Business Processes tab in PRM for Slack Setup.
2. To enable a global action, select it and click **Enable** from its action menu.
    
    Go to the PRM for Slack Home tab and click **Looking for more actions** to see your enabled actions.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/images/icon_tip.png)
    
    Tip Global actions are configured for internal and partner users in Salesforce, and access is linked to user-specific profiles. All global actions that are enabled for Slack in your Salesforce org appear in the PRM for Slack app.