---
schema_version: "1"
id: a68bd2a1caac05b85c396bbcd17df412173bd23ca65b73a6bcee6da4b19511a5
title: Create a New CRUD Slack Record Layout
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_record_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_digital_hq_record_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bb1fb9f1a2e6b000ea211c963bc63d21b126e34a5de715a3775a68f5668b771c
description: Create record layouts for accounts, opportunities, leads, cases, and contacts. In this example, the Slack Record Layout uses the Lead object in Setup.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Create a New CRUD Slack Record Layout

Create record layouts for accounts, opportunities, leads, cases, and contacts. In this example, the Slack Record Layout uses the Lead object in Setup.

### 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="d3189e61">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3189e61 ">To connect Salesforce for Slack to a Salesforce org:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3189e61 ">Connect Salesforce with Slack</td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Object Manager, select **Lead**, and then select **Slack Record Layouts**.
2. Click **New**.
3. Select **Record CRUD Layout** and then **Next**.
4. From the New Slack Record Layout window, enter Lead Layout. In the API Name field, enter Lead\_Layout.
5. In the Available list of fields, move Address and Annual Revenue to the Selected list. Preselected fields show the lock icon and are required for use cases to create or edit records.
6. Click **Next**.
7. From the Customize Field Attributes window left column, select **Address**. In the Display Modes, deselect **View**.
    
    Optionally, from Other Attributes, you can make a field required. A required field must be in Create and Edit modes, but View mode is optional.
8. Select **Annual Revenue**. In Display Modes, deselect **Create and Edit**.
9. Click **Next**.
10. From the Assign Actions window in the Available list of fields, move New Account and New Contact to the Selected list.
    
    You can use the Assign Actions window to add quick actions that are available in view mode on your record layout
11. Click **Next**.
12. Select **Slack Record Layout**.
13. Click **Done**.
    
    For each profile and each record type associated with this entity, you can uniquely assign the layout individually or in bulk. Creating record layouts for every profile, record type or object isn’t required for your app to work.