Support Center

Getting Started (6)

• Install Slack App
• Centro Slack App Home
• Salesforce Connection
• Email Settings
• Payment Setup

Quick Start Guides (2)

• Salesforce Flow Solutions

• Create Salesforce Forms in Slack
• Quick Start: Slack-to-Case with Threads, Notify on Case Closed

For Slack Users (7)

• 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 (7)

• Installing and Configuring the Salesforce Package
• Adding the Centro Lightning Web Component to a Page Layout in Salesforce
• Adding Centro Chat Client LWC to Experience Cloud community pages
• Live Slack Messaging from Salesforce
• Associating Slack Members to Salesforce Records

Salesforce Flow Automation (5)

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

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 (55)

• Release Notes - May 11, 2022
• Release Notes - April 22, 2022
• Release Notes - April 12, 2022
• Release Notes - April 1, 2022
• Release Notes - March 25, 2022