Support Center

Getting Started (9)

• Install Slack App
• Centro Slack App Home
• Assigning Salesforce Permissions and Licenses
• Enterprise Grid support
• Salesforce Connection

Quick Start Guides (11)

• Salesforce Flow Solutions

• Quick Start: Create a Case from any message in Slack
• Quick Start: Slack-to-Case with Threads, Notify on Case Closed
• Quick Start: Log Activity from any message in Slack
• Quick Start: Closed Won Opportunity Alert
• Quick Start: New Lead Notification

For Slack Users (8)

• Linking conversations to Salesforce
• Initiating Centro Forms From Slack
• Uploading Slack Files to Salesforce
• Editing Salesforce records in Slack
• Searching for Salesforce records in Slack

Centro & Slack Configuration (13)

• Centro Forms: Building Centro Forms
• Centro Forms: Enable Post Record
• Customize Record Notification Blocks
• Create or Edit Salesforce Data with Custom Form
• Search and Select a Salesforce Record to be Used in Steps

For Salesforce Users (10)

• Installing and Configuring the Salesforce Package
• Adding the Centro Lightning Web Component to a Page Layout in Salesforce
• Centro Lightning Web Components Design-Time Properties
• Connect to Slack with Live Link (LWC)
• Live Slack Messaging from Salesforce

Centro & Salesforce Configuration (10)

• Send notification messages to Slack Flow Action
• Best Practices: Using the Send Immediate option in the Notification Element
• Make actionable notifications using custom buttons
• Rename Conversation Flow Action
• Link/Unlink Record to Conversation Flow Action

Centro Nudges (4)

• Centro Nudges: Setup
• Centro Nudges: Building Record Based Centro Nudges
• Centro Nudges: Schedule Based Nudges
• Centro Nudges: Lead Use Cases

Centro Smart Features (3)

• Grok - Slack Channel Summary & Daily Digest
• Grok Setup & Settings
• Grok: Ask Grok (Override Default Prompt)

Email (7)

• Getting started with Emails in Slack using Centro
• Using Templates in Centro for Email
• Connecting and Using Gmail (Preview)
• Configuring Email to Salesforce in Settings
• Configuring the Salesforce Chrome Extension for compatibility with Centro

SMS (5)

• Getting started with SMS & MMS Text Messages in Slack with Centro
• Centro SMS Setup
• Sending your first Messages
• Using Template in Centro for SMS
• Allowing SMS Unsubscribes

Release Notes (106)

• Release Notes - April 16, 2024
• Release Notes - March 26, 2024
• Release Notes - March 22, 2024
• Release Notes - March 12, 2024
• Release Notes - February 21, 2024

FAQs (17)

• When to use a Salesforce Automation User?
• How do I start using the Centro Live Links component - the embedded Slack in Salesforce widget?
• What Lightning Web Components does Centro provide?
• How to add Centro Lightning Web Component to a Salesforce Homepage?
• How to add Centro Bot to a Slack Channel (private or public)?