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:

1. Sign in to the Fusion application as a setup user or administrator.

2. Navigate to the Setup and Maintenance work area and open the Tasks panel tab.

3. Click Search from the list of displayed tasks.

4. Search for and select Manage Communication Channels.

5. In the Service Channels page, click Create Channel.

6. In the Create Channel window:

   • The Stripe Code is set as CRM by default.

   • Select the Purpose as Collaboration.

   • Select the Channel Type as Slack.

   • Click Authorize.

   A new browser tab opens and the following page is displayed in Slack: Sign in to your workspace.

7. 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.

8. Click Continue.

9. Sign in to your Slack workspace as an administrator.

10. Complete the next steps on Slack to provide permissions.

11. Click Authorize.

    A message is displayed, stating that the authorization is complete.

12. 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.

13. Click Save and Close to save the Slack channel.