Create a Slack Notification
Define the custom notification’s details, select which Slack app distributes the notification, and then configure the Slack message.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view notification types: | View Setup and Configuration |
| To create and edit notification types: | Customize Application |
Before you create a custom Slack notification, you must enable Salesforce for Slack Integrations and configure the Slack app that distributes your notification.
- From Setup, in the Quick Find box, enter Notification Builder, and then select Custom Notifications.
- Select New, and then select Slack.
- Add your custom notification name and API name. Then select the object associated with the notification type.
Note You can’t create custom notifications for the Task object. - Select the Slack app that distributes the Slack message to recipients.
- Enter the title and body text of the Slack message. You can include merge fields in the title and body text.
-
Optionally, add buttons to include in the Slack message. For each button, select the
button’s action, and enter its label. You can include merge fields in each button label.
Note The button’s position in the list corresponds to where the button appears in the Slack message. For example, the button in position 1 is placed in the left-most position in the Slack message. To reorder a button, drag the button into a new position on the list.
- Save your notification.
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