Create a Slack Channel from the Related Items Pane

Once the Slack integration is configured for the Related Items pane, you can start a conversation with CSM users who have accounts in the configured Slack workspace.

Good to Know:

  • CSM users who have the security right to create a new chat conversation can create a private Slack channel from the Related Items pane. Only users who belong to the Slack workspace can be invited to the channel, however.
  • Channel names are determined by administrative settings. You cannot rename channels.

To create a Slack channel from a saved Business Object record:

  1. Expand the Related Items pane.
  2. Select the Chat page.
  3. Select Start Slack Conversation.
    The Channel Properties dialog opens.
  4. In the Invite User box, select the Address Book icon.
  5. Select a user who belongs to your Slack workspace.
    You will receive a message if you select a user who is not a member of your Slack workspace.
  6. Select OK.