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Quick Start: Log Activity from any message in Slack

Centro ships a Message Shortcut action to Log Activity for any message in Slack to any record in Salesforce. This action can be customized for your specific use case, and this quick start will get you going. 

1. Build a Centro Form: The Centro Form is located in the Centr App in the Home Tab. Click the Centro Form Setup Button and click the New Form button

2. Create New Form

3. Scroll down to add the necessary Fields to your Centro Form.

4. To expose this Centro form as the Message ShortCut, Navigate to the  Workflow Setup in the Centro App Home. Click the Workflow Setup Button and 

7. Congrats! Now, users can access the Log Activity shortcut from any DM, public, or private channel message. These will be saved as Salesforce Tasks to the record Activity timeline.