Create a Slack Channel in Your Fusion Application
This is a required step from "How You Set Up a Slack Channel for Your Fusion Application".
For each of your Slack workspaces, you must create a Slack channel in Fusion Sales and Service. So if you have multiple Slack workspaces, you have multiple Slack channels in Fusion Sales and Service.
To create a Slack channel in the Fusion application:
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Sign in to the Fusion application as a setup user or administrator.
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Navigate to the Setup and Maintenance work area and open the Tasks panel tab.
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Click Search from the list of displayed tasks.
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Search for and select Manage Communication Channels.
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In the Service Channels page, click Create Channel.
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In the Create Channel window:
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The Stripe Code is set as CRM by default.
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Select the Purpose as Collaboration.
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Select the Channel Type as Slack.
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Click Authorize.
A new browser tab opens and the following page is displayed in Slack: Sign in to your workspace.
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In the space provided below the Enter your workspace's Slack URL prompt, enter the workspace for which you want to create the Slack channel.
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Click Continue.
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Sign in to your Slack workspace as an administrator.
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Complete the next steps on Slack to provide permissions.
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Click Authorize.
A message is displayed, stating that the authorization is complete.
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Close this browser tab and return to the channel creation page in Fusion Sales and Fusion Service.
Notice that the Account Name, Channel Code, and Display Name are prepopulated.
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Click Save and Close to save the Slack channel.