Support Center

Quick Start Guides (1)

• Salesforce Flow Solutions

• Create Salesforce Forms in Slack

Getting Started (2)

• Centro Slack App Home

• Installation - Centro Slack App
• Centro Slack App Configuration

For Slack Users (7)

• Getting Started with the Salesforce Connection
• Customize record notification blocks
• Channel Linking in Slack
• Searching for Salesforce Records in Slack
• Creating New Salesforce Records in Slack

Slack Workflow Automation (8)

• Create or Edit Salesforce data with custom form
• Search and Select a Salesforce record to be used in steps
• Post a Salesforce Record as a message
• Silently Create or Edit Salesforce data
• Grok Intelligent Conversation Summary

For Salesforce Users (5)

• Installing and Configuring the Salesforce Package
• Adding the Centro Lightning Web Component to a Page Layout in Salesforce
• Live Slack Messaging from Salesforce
• Associating Slack Members to Salesforce Records
• Linking a Message or Thread from Salesforce to Slack

Salesforce Flow Automation (4)

• Send notification messages to Slack Flow Action
• Make actionable notifications using custom buttons
• Rename Conversation Flow Action
• Link/Unlink Record to Conversation Flow Action

Centro Smart Features (1)

• Grok - Slack Channel Summary & Daily Digest

Email (7)

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

SMS (2)

• Getting started with SMS Text Messages in Slack with Centro
• Allowing SMS Unsubscribes

Release Notes (37)

• Release Notes - September 17, 2021
• Release Notes - September 10, 2021
• Release Notes - August 30, 2021
• Release Notes - August 13, 2021
• Release Notes - July 30, 2021