If you’re an assigned approver, you can approve or reject a request from within a Slack workspace.
Required Editions
| User Permissions Needed | |
|---|---|
| To respond to an approval request in Slack: | Read on the associated record |
- Under Apps in the Slack sidebar, click Salesforce for Slack.
- On the Messages tab, view your approval requests.
- Click Approve or Reject.
Slack updates the request message by replacing the Approve and Reject buttons with a confirmation message. Click Show More to see the request details.
For multiple-step approvals, you can manually choose the next approver. When you approve the request in Salesforce, you’re prompted to select the next approver. If you approve the request in Slack, a message notifies you to log in to Salesforce to select the next approver.
Note An approver can also approve or reject a request from within Salesforce, which then posts a
notification on the Salesforce for Slack app's Messages tab in Slack. When you click the Approve
or Reject button on a request message, the message updates to inform you that another user
already processed the request.