Approvals in Slack

With Salesforce for Slack, you can manage your approvals from within your Slack workspace. Typically, a user creates a record in Salesforce and submits it for approval. The assigned approvers receive a request notification in Slack, enabling them to approve or reject the request.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create an approval process: Customize Application

Before you can work with approvals in Slack, follow these steps.

  1. Set Up an Approval Process.
  2. Prepare Your Org for Approvals.
Note
Note Approval notifications are automatically enabled in Slack if you have the Salesforce for Slack app installed. See Enable Approval Notifications in Slack.