Support Center

Getting Started (8)

• Install Slack App
• Enterprise Grid support
• Centro Slack App Home
• Salesforce Connection
• Email Settings

Quick Start Guides (8)

• Salesforce Flow Solutions

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

For Slack Users (8)

• Customize record notification blocks
• Linking conversations to Salesforce
• Uploading Slack Files to Salesforce
• Creating new Salesforce records in Slack
• Editing Salesforce records in Slack

Slack Workflow Automation (9)

• 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 (8)

• 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
• Adding Centro Chat Client LWC to Experience Cloud community pages
• Live Slack Messaging from Salesforce

Salesforce Flow Automation (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 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 (93)

• Release Notes - September 6, 2023
• Release Notes - August 17, 2023
• Release Notes - July 12, 2023
• Release Notes - July 5, 2023
• Release Notes - June 15, 2023

FAQs (16)

• How to Navigate to Slack Workflow Builder?
• Why are the Centro Workflow Steps not visible in Slack?
• What Objects are installed as part of the Salesforce Managed Package?
• When to use a Salesforce Automation User?
• What Lightning Web Components does Centro provide?