Salesforce Docs Portal

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.

  1. From Setup, in the Quick Find box, enter Notification Builder, and then select Custom Notifications.
  2. Select New, and then select Slack.
  3. Add your custom notification name and API name. Then select the object associated with the notification type.
    Note
    Note You can’t create custom notifications for the Task object.
  4. Select the Slack app that distributes the Slack message to recipients.
  5. Enter the title and body text of the Slack message. You can include merge fields in the title and body text.
  6. 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
    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.
  7. Save your notification.