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Getting Started
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8
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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
Searching for Salesforce records in Slack
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Centro & Slack Configuration
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13
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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
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For Salesforce Users
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10
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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 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
End User Documentation
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1
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How do I start using the Centro Live Links component - the embedded Slack in Salesforce widget?
Release Notes
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99
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Release Notes - December 1, 2023
Release Notes - November 16, 2023
Release Notes - November 13, 2023
Release Notes - October 25, 2023
Release Notes - October 13, 2023
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FAQs
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17
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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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