---
schema_version: "1"
id: aaecdf548f4871926cdba256ef9b36187d103a9bf6576e46418c59978e93387f
title: Create a Quick Action Button
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_digital_hq_quick_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_digital_hq_quick_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8dcd6dbb43e6560a08347f32eb667d21425756ca413ff3b66d9a75672b57d57
description: How to add a new quick action button and associate the button to a Slack Record Layout.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Create a Quick Action Button

How to add a new quick action button and associate the button to a Slack Record Layout.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d21321e49">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21321e49 ">To connect Salesforce for Slack to a Salesforce org:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21321e49 ">Connect Salesforce with Slack</td>
          </tr>
        </tbody>
      </table>

Create a Quick Action Button and Associate it to a Slack Record Layout.

1. From Setup, in the Object Manager, select Lead, and then **Button, Links and Actions**.
2. Click **New Action**.
3. On the New Action page, for Action Type, select **Create a Record**.
4. For Target Object, select **Note**.
5. In the **Name** field, enter Add\_Note.
6. In the Success Message Field, enter Success!.
7. Save your changes.
8. Then save the configuration page for the new quick action button after it appears.
9. Now it's time to associate your quick actions to your Slack Record Layout. From Setup, in the Object Manager, select **Lead**, and then select **Slack Record Layouts**.
10. Select a layout to associate your quick actions button to. If there’s no Slack Record Layout, see Create a New Slack Record Layout.
11. Click **Edit**
12. To find the Assign Actions window, Click **Next** and then **Next**. Move **New Note** to the Selected list of quick actions.
13. Click **Next** and **Done**.