Configuring the PSA Slack Integration

The Slack integration enables you to streamline your approval processes in FinancialForce PSA.

The integration allows project managers to:

As an administrator, you can enable approval notifications to be sent from PSA project workflows to Slack. To do this, you need to:

  1. Set up your org to integrate with Slack. For more information, see Setting up Your Slack Integration.
  2. Configure your approval processes to include Slack notifications. For more information, see Configuring Approval Processes for Slack Notifications.
Note: FinancialForce must have set up the integration before you can set up your org.

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: