How You Set Up a Slack Channel for Your Fusion Application: Method 2

How you integrate your sales and service application with Slack depends upon your company's requirement. If you want to create your own slash commands in Slack, you must follow 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

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)