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          Slack Record Layout Structure

          Slack Record Layout Structure

          Identify Slack Record Layout structure when configuring your record layouts and quick actions.

          Now you can view, create, and edit individual records in Slack using Slack Record Layouts.

          Display Modes

          Create Create is associated with any view that makes new records by using this record layout, for example, a Create a New Account modal in Slack.
          A screenshot of a Slack Record Layout containing six blank editable fields.
          Edit Edit is associated with any view that can update existing records, for example, an Update Opportunity modal in Slack.
          A screenshot of a Slack Record Layout containing six editable fields including the current record details.
          View View is associated with any view that displays a record, for example, a notification in Slack.
          A screenshot of a Slack Record Layout containing 13 uneditable fields.

          Quick Actions

          Create and update associated records directly in Slack by using Quick Actions.

          Add a Quick Action button to create custom actions tailored to your business processes. For example, creating a new opportunity or updating a new lead. Quick Actions in Slack are available to support your Global and Object-specific quick actions that create and update records. To learn more, see Create a Quick Action Button.

           
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