Add a Slack Contact Point for Your Sales Representatives Who Use Slack

This is a required step for Sales from "How You Set Up a Slack Channel for Your Fusion Application".

(Required for your sales application, Not Required for your service application)

Every Slack user has a unique Slack user ID. When a sales representative executes a slash command in Slack, his information needs to be retrieved from Fusion Sales and displayed in Slack. For this to happen, you must add a Slack contact point in Fusion Sales for every sales representative who uses Slack. This way, you map the unique Slack user ID of each sales representative to his resource record in Fusion Sales.

1. In the Navigator for Fusion Sales, click Resource Directory.

2. Click the Tasks panel tab.

3. In the Resources region, click View Resources.

4. On the View Resources page, navigate to the Resource Name field.

5. Type the name of the resource to whom you want to give the capability to execute Slash commands.

6. Click Search.

7. In the Search Results area, click the record of the sales representative.

8. On the Resource page of the sales representative, click the Additional Contact Information tab.

9. Click the plus icon to create a new contact point.

10. In the Create Contact Point dialog box, in the Contact Point Type drop-down list, select Social network.

11. In the Purpose field, select Work.

12. In the Social Network drop-down list, select Slack.

13. In the User ID field, find and enter the Slack user ID of the service representative as follows:

    1. In the Slack workspace, in the Direct Messages area, select the name of the sales representative.

    2. In the adjacent pane, click the name of the sales representative.

    3. Click View profile.

    4. In the Workspace Directory panel that's displayed, click the ellipsis symbol.

    5. Select Copy member ID along with the ID.

    6. Paste this member ID in the User ID field in the Create Contact Point dialog box.

    7. Click OK.

When the sales representative now executes a slash command in Slack, his resource record in Fusion Sales is identified based on his Slack user ID. And the query is executed on his behalf. The information from his record in Fusion Sales is then displayed in Slack.