How You Set Up a Slack Channel for your Fusion Application: Method 1

How you integrate your sales and service application with Slack depends upon your company's requirement. Let's say you plan to use only the predefined slash commands and you don't need to modify the existing commands or create commands in Slack. Then you must complete the steps listed in the following table.

Note:

Each of these steps is described in a separate topic, and you must complete them in the given order.

Step no.

Name of topic

1 Install the Fusion Sales and Service App from the Slack Marketplace
2 Update Your Slack App Credentials in Functional Setup Manager

3

Create a Slack Channel in Your Fusion Application

4

Enable Notifications to Slack

5

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

(Required for your Sales application, Not Required for your Service application)

6

Set Up a Scheduled Process to Synchronize Slack Users

(Required for your Service application, Not Required for your Sales application)