How do I set up a Slack channel: Method 2?
How you integrate with Slack depends upon your company's requirement. To create your own slash commands in Slack, follow the steps listed in the following table:
Step no. |
Name of topic |
---|---|
1 |
Create a Slack App for Fusion Sales and Service |
2 |
Update the Display Information for Your Slack App |
3 |
Add a Redirect URL for Your Slack App |
4 |
Add Scopes to Your Slack App |
5 |
Set Up Interactive Components for Your Slack App |
6 |
Set Up Slash Commands in Slack for Opportunities, Leads, and Accounts (Required for your Sales application, Not Required for your Service application) |
7 |
Update Functional Setup Manager with Credentials of Your Slack App |
8 |
Create a Slack Channel in Your Fusion Application |
9 |
Enable Notifications to Slack |
10 |
Add a Slack Contact Point for Your Sales Representatives Who Use Slack (Required for your Sales application, Not Required for your Service application) |
11 |
Set Up a Scheduled Process to Synchronize Slack Users (Required for your Service application, Not Required for your Sales application) |