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Getting Started
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8
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Install Slack App
Enterprise Grid support
Centro Slack App Home
Salesforce Connection
Email Settings
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Quick Start Guides
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8
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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
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For Slack Users
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8
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Customize record notification blocks
Linking conversations to Salesforce
Uploading Slack Files to Salesforce
Creating new Salesforce records in Slack
Editing Salesforce records in Slack
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Slack Workflow Automation
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9
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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
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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
Adding Centro Chat Client LWC to Experience Cloud community pages
Live Slack Messaging from Salesforce
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Salesforce Flow Automation
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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 Smart Features
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3
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Grok - Slack Channel Summary & Daily Digest
Grok Setup & Settings
Grok: Ask Grok (Override Default Prompt)
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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93
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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
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FAQs
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16
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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?
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