Centro: Go Live Checklist

If you have been building your Centro solution in Sandbox, the items below outline how to deploy it to Production.

Centro Production Setup

• Install the Salesforce Package into production

• Install the Slack App in the production workspace if there is a different production workspace.

• Connect Salesforce Production to your Slack Workspace

• There are two methods required for the Salesforce connection.

  • Automation User: Administrators

    • Connect the Salesforce Automation user from the Slack App.  Centro App → Home Tab → Automation User

      • Support Article

    • The Automation User needs a Centro license and the Centro permission sets.

      • Support Article

  • Salesforce Connected Users: End Users

    • Depending on your license purchase, Salesforce Connected may need to be configured.

      • Salesforce Connected Users need to be assigned the correct Centro User or Centro Nudge permissions sets, and Centro Licenses

        • Support Article

      • Each Salesforce Connected User needs to connect to their Salesforce User to their Slack User through either Centro App Home in Slack or through the Live Link (LWC) in Salesforce.

        • Support Article

Slack Configurations

• After the deployment of your Centro configurations to Production, there may be configuration changes that require updates.

  • Any hardcoded configurations are reviewed and updated if initially set to sandbox values, i.e., Record Type ID, Channels, etc.

  • Salesforce Flows

    • Ensure Salesforce Flows are built defensively

      • Salesforce Flows that update existing channels based on the Link Conversation Objects have a Decision Flow Element to manage records already in flight.