Centro Nudges: Setup

Centro Nudges

Centro Nudges is a cutting-edge solution designed to bridge the communication gap between Salesforce and Slack seamlessly. No more toggling between platforms or dealing with external tools – Centro Nudges empowers you to create notifications directly within Salesforce, streamlining collaboration and communication like never before.

Centro Nudges Setup:

To allow end users to build their own Centro Nudges, there are a few steps the Salesforce Administrator needs to complete:

• Install the (1) Centro Salesforce package and the (2) Centro Slack App.
  • Connect your Salesforce Org to your Slack Workspace using the Automation User

  • From the  Centro Slack App, select the Automation User Button and then click the three dots. Select the proper connection type: Production or Sandbox.

Note: The Automation User needs to have access to create Salesforce Flows.

• Assign Permission in Salesforce
  • Salesforce Administrator: Centro Admin Permission Set & Centro Nudge Permission Set.
  • End User: Centro Nudge Permission Set  
    • Note: Both Users must have a Centro Managed Package license in Production. See Support Article: Assigning Salesforce Permissions and Licenses
• Centros Nudges are located in the Salesforce in the Centro App. See Support Article: Building Centro Nudges

Important Note on Deactivation of Nudges:

It is important to *Deactivate* rather than *Delete* a Nudge Salesforce record. Deleting a Nudge will result in its associated Flow to continue to remain Active, leading to confusion and a decoupling that is impossible to remedy.