Tailor your customer experience with field-level
personalization and quick actions by using Slack Record Layouts.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Performance,
Unlimited, and Developer Editions
Create a New CRUD Slack Record Layout Create record layouts for accounts, opportunities, leads, cases, and contacts. In this example, the Slack Record Layout uses the Lead object in Setup.
Create a Quick Action Button How to add a new quick action button and associate the button to a Slack Record Layout.
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