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Getting Started
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9
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Install Slack App
Centro Slack App Home
Assigning Salesforce Permissions and Licenses
Enterprise Grid support
Salesforce Connection
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Quick Start Guides
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11
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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
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For Slack Users
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8
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Linking conversations to Salesforce
Initiating Centro Forms From Slack
Uploading Slack Files to Salesforce
Editing Salesforce records in Slack in the Record Block
Searching for Salesforce records in Slack
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Centro & Slack Configuration
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13
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Centro Forms: Building Centro Forms
Centro Forms: Enable Post Record
Customize Record Notification Blocks
Centro App Home: Adding Custom and Standard Buttons
Create Salesforce Data in Slack
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For Salesforce Users
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8
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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
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Centro & Salesforce Configuration
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10
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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
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Centro Nudges
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4
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Centro Nudges: Setup
Centro Nudges: Building Record Based Centro Nudges
Centro Nudges: Schedule Based Nudges
Centro Nudges: Lead Use Cases
Centro for Experience Cloud
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4
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Adding the Centro (LWC) Live Link to Your Experience Cloud Home Page
Adding Centro Chat Client LWC to Experience Cloud community pages
Dynamic Channel Display for Experience Cloud Users
Adding CSP Trusted Sites to Salesforce for Centro Experience Cloud
Centro AI: Grok & AskGrok
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8
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Grok - Slack Channel Summary & Daily Digest
Grok Setup & Settings
Grok: Ask Grok (Override Default Prompt)
Ask Grok - Admin Overview
How to Automatically Create Salesforce Cases from Slack Messages Using Centro and Grok AI
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White Labeling
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1
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White Label Overview
Email
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7
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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
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SMS
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5
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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
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118
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Release Notes - November 1, 2024
Release Notes - October 10, 2024
Release Notes - October 1, 2024
Release Notes - September 3, 2024
Release Notes - August 7, 2024
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FAQs
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20
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When and how to connect a Centro Salesforce Automation User?
How do I start using the Centro Live Links component - the embedded Slack in Salesforce widget?
How to Connect Your Salesforce Sandbox to Centro?
What Lightning Web Components does Centro provide?
How to add Centro Lightning Web Component to a Salesforce Homepage?
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