Configuring the PSA Slack Integration
The Slack integration enables you to streamline your approval processes in FinancialForce PSA.
The integration allows project managers to:
- Receive actionable approval notifications for single timecards in Slack.
- Receive actionable approval notifications for expenses in Slack.
- Create Slack channels for projects and manage channel members in your FinancialForce app.
As an administrator, you can enable approval notifications to be sent from PSA project workflows to Slack. To do this, you need to:
- Set up your org to integrate with Slack. For more information, see Setting up Your Slack Integration.
- Configure your approval processes to include Slack notifications. For more information, see Configuring Approval Processes for Slack Notifications.
For details of how to set up your org and configure the FinancialForce app, contact FinancialForce and see Setting up Your Slack Integration.
Prerequisites
Before you enable this feature, you must ensure that Customer Support has activated and configured the Slack Integration.
You need the appropriate licenses and access to the following:
- Salesforce org with FinancialForce PSA Spring 2020.
- Salesforce org with FinancialForce Foundations Spring 2020.
- Slack workspace configured for your business.
- FinancialForce Slack Integration.