Using Merge Tags in Centro Core for Salesforce Integration

Introduction

Centro Core’s new merge tag functionality allows you to dynamically pass variables, such as record IDs, into forms or workflows, enabling seamless integration with Salesforce data. This guide walks you through how to configure and use merge tags, using the example of processing a Chatter post’s Feed Item ID. However, this functionality can be applied to other use cases and record types beyond the example provided.

Step 1: Configuring the Merge Tag in Salesforce Flow

    1.    Start with a Salesforce Flow:

    •    Create or edit a Salesforce Flow that processes data, such as Chatter posts, cases, or other Salesforce records.

    •    For this example, we’ll use the Feed Item Record ID from a Chatter post. However, you can replace this with any record ID or variable relevant to your workflow.

    2.    Set a Variable for the Merge Tag:

    •    In the Flow, create a variable to store the data you want to pass into the Centro form. For example:

    •    Variable Name: recordId

    •    Value (Example): The Feed Item Record ID.

    •    Use the Set Assignment Variables step to assign this value to your variable dynamically.

Step 2: Configuring the Merge Tag in Centro Forms

    1.    Set Up the Merge Tag in Your Centro Form:

    •    Open the Centro Form where the variable will be used.

    •    Insert the merge tag into a hidden field (to pass values automatically) or a display field (to make the value visible in the form).

    2.    Define the API Name for the Merge Tag:

    •    In the Custom Button Settings, set the API name of the variable you created in your Salesforce Flow. For example, if the variable is recordId, use the same name in the form’s API configuration.

    •    This ensures the merge tag seamlessly passes the variable’s value into your form when triggered.

Step 3: Testing the Flow and Merge Tag Integration

    1.    Trigger the Flow:

    •    In our example, the Flow is triggered by a Chatter post, but this can be adapted for other triggers, such as case updates or custom object changes.

    2.    Pass the Value to Centro:

    •    When the Flow runs, the variable (e.g., recordId) is passed to your Centro form. This can be displayed, stored, or used as part of further automations within Centro.

Key Considerations

    •    Feed Item Record ID as an Example: While this guide uses the Chatter post’s Feed Item Record ID as an example, the merge tag functionality is flexible and can be applied to other record types or workflows.

    •    Hidden vs. Display Fields: Hidden fields are ideal for passing backend data, while display fields can help users verify or interact with the data.

Questions or Support

If you have any questions or need assistance setting up merge tags for your specific use case, please reach out to our support team. We’re happy to help!