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Customize the Message of a Sales Channel Notification

You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members. These channels send automated messages on a timeline you customize or in response to changes in records. You can change the message they send out by modifying notification types and the flows that send them.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Available in: Slack (where approved by a workspace admin)

Before modifying sales channel notifications, create a notification type.

User Permissions Needed
To create sales channel notification types: Manage Flow
   
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Select a notification flow template to modify.
  3. In the Auto-Layout mode of the flow, add an Action element next to the Send Notifications element.
  4. Select Notifications in the Filter by menu, and then search for the notification type you want, or choose one from the list.
    Important
    Important Notification types are hard-bound to an object such as Account or Opportunity. If you create a notification type to use in a flow, make sure the new notification type is for the same object.
  5. Define the inputs for the recipients and record references in the new action.
    You can copy and paste data from the old action into the new.
  6. Click Done.
  7. Delete the old element.
  8. Save this flow as a new flow, and then click Activate.

Keep your teams updated with messages you create on the schedule you want.

See Also