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Initiating Centro Forms From Slack

Initiating Centro Forms From Slack

After constructing the Centro Form, there are several locations within Slack where the user can initiate the form to create a Salesforce Object.

Centro Custom Slash Command and Centro App Home Button

Centro Custom Slash Command can prompt the user to create a record in Salesforce.  The Centro Admin can create a custom slash command within the /centro menu.  The /centro menu only loads in channels where Centro is present.

Global Emoji Reaction and Centro Forms

Enable Global Emoji Workflow with the Centro Form.

Under the "Emoji reaction Globally on any message in any channel," click "Enable": 


Message Short Cut

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 

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.