Financial Services Cloud for Slack

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Additional Information

Supported Languages

English

Supported Languages

Pricing

Free

Pricing

Learn more & Support

Get app support

Visit developer website

salesforce_for_slack@salesforce.com

Learn more & Support

Categories

Finance

Productivity

Categories

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Financial Services Cloud for Slack

Description Features Permissions Security & Compliance

Bring Salesforce Financial Services Cloud and Slack together to execute deals efficiently and collaborate seamlessly. Easier and faster access to records
Access accounts, financial deals, and interactions in Slack.Turn conversations into actions
Create interactions and interaction summaries for financial deals in Slack.

Shortcuts

Shortcuts allow you to quickly take action with your apps and get work done without leaving Slack. Shortcuts are available through the shortcuts menu and search results.

Financial Services Cloud for Slack has 1 shortcut:

Create and View Records

Slash commands

Slash commands allow you to complete an action with an app simply by sending a message in Slack. Type a / forward slash in any conversation to view a list of available slash commands.

Financial Services Cloud for Slack has 1 slash command:

/finserv [View|Create] [Interaction|Deal|Account|Interaction Summary]

View accounts, financial deals, interactions, or interaction summaries or create new interactions or interaction summaries on the connected Salesforce org.

Permissions

Financial Services Cloud for Slack will be able to do:

Review the details to better understand this app’s security practices. To learn more about assessing apps for your workspace visit our Help Center.

General

Privacy & data governance

Data retention policy

For Financial Service Cloud users, Salesforce determines the appropriate retention period for Personal Data on the basis of the amount, nature, and sensitivity of the Personal Data being processed, the potential risk of harm from unauthorized use or disclosure of the Personal Data, whether we can achieve the purposes of the processing through other means, and on the basis of applicable legal requirements (such as applicable statutes of limitation). After expiry of the applicable retention periods, your Personal Data will be deleted. More information can be found here: https://www.salesforce.com/company/privacy/full_privacy/. Retention of Customer Data entered into Financial Service Cloud is governed by your agreement with Salesforce. More information can be found here: https://www.salesforce.com/company/legal/trust-and-compliance-documentation. For Financial Service Cloud and Salesforce customers, after termination of service, please contact customer support or contact us at https://www.salesforce.com/form/other/privacy-request/ to request deletion of Customer Data submitted to the applicable service.

Data archiving and removal policy

For Financial Service Cloud and Salesforce customers, after termination of service, please contact customer support or contact us at https://www.salesforce.com/form/other/privacy-request/ to request deletion of Customer Data submitted to the applicable service. More information can be found here: https://www.salesforce.com/company/privacy/full_privacy/. Retention of Customer Data entered into Financial Service Cloud is governed by your agreement with Salesforce. More information can be found here: https://www.salesforce.com/company/legal/trust-and-compliance-documentation.

Data storage policy

For Financial Service Cloud customers and users, Salesforce operates in a multitenant architecture that is designed to segregate and restrict Customer Data access based on business needs. The architecture provides an effective logical data separation for different customers via a customer-specific unique identifier and allows the use of customer and user role-based access privileges. The specific infrastructure used to host and process Customer Data is described in the “Infrastructure and Sub-processors” documentation available here: www.salesforce.com/content/dam/web/en_us/www/documents/legal/misc/salesforce-infrastructure-and-subprocessors.pdf (http://www.salesforce.com/content/dam/web/en_us/www/documents/legal/misc/salesforce-infrastructure-and-subprocessors.pdf)

Data center location(s)

United States

Data hosting details

Cloud Hosted

Data hosting company

Salesforce (Core) and AWS (Headless Browser Service)

App/service has sub-processors

Certifications & compliance

Security

Scopes

Financial Services Cloud for Slack has 8 Bot Token Scopes

Additional Information

Supported Languages

English

Supported Languages

Pricing

Free

Pricing

Learn more & Support

Get app support

Visit developer website

salesforce_for_slack@salesforce.com

Learn more & Support

Categories

Finance

Productivity

Categories

Slack conducts a brief review of apps in Slack Marketplace and does not endorse or certify these apps. If you encounter inappropriate content or behavior please report it.

Report this app