Follow these guidelines to use Salesforce channels on a record page via the Lightning web component. When a record page contains a Slack channel component, users in Salesforce can view or create a Slack channel for that record.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Starter, Pro Suite, Professional, Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To add the Slack component to record pages: | Salesforce admin |
After you choose which objects to support in the setup process, add the Slack channel component for those record pages in Lightning App Builder.
- From Setup, in the Quick Find box, search for and select Slack Channels for Records.
- In the Configured Objects section, open the dropdown next to an object and select View Record Pages.
- Click Edit next to a record page configuration.
- In Lightning App Builder, drag the Slack component from the Components list to a location in the record page. You can move the component around the page to a location that suits your needs.
- Click Activation to activate the record page.
- Save your changes.
To use Salesforce channels via the Slack panel rather than the Lightning web component, see Manage the Slack Panel.