How to Create a Custom Form to Edit Records in Salesforce from Microsoft Teams

How to Create a Custom Form to Edit Records in Salesforce from Microsoft Teams

With Centro for Microsoft Teams, you can create custom forms that allow users to edit Salesforce records directly from Teams. This guide will walk you through the process of setting up and configuring an edit form within Centro.

Step 1: Understanding the Edit Functionality

Centro for Teams enables seamless record updates in Salesforce using custom forms embedded in record blocks. These forms allow users to edit records without switching platforms, ensuring efficiency and accuracy.

Step 2: Creating a Custom Form

1. Open the Centro app within Teams.

2. Navigate to the Forms section.

3. Click New Form to create a custom form.

4. Choose the preferred connection method:

   • Automation User: This does not require a Salesforce license.

   • User Connection: Requires a Salesforce license and adheres to individual user permissions.

5. Name the form and provide a form label.

6. Add help text for user guidance.

Step 3: Connecting to a Salesforce Object

1. Select the Salesforce object you want to connect to by entering its name.

2. Click Connect to establish the connection.

3. Choose which fields you want to display or hide in the form:

   • Select relevant fields (e.g., Next Step).

   • Click the + sign to add the selected field.

4. Add the Record ID to the Record ID field for the Object that will be edited.

5. Move the Record ID to the Hidden Fields section and enter a merge tag for the  [[recordid]].

6. Click Save to complete the form setup.

Step 5: Adding the Form to a Record Block in Salesforce

1. Navigate to Salesforce and open the Flow Actions settings.

2. Scroll to the Custom Buttons section at the bottom of the Send Notification Centro flow Element.

3. Add the custom form you created in Teams to a record block:

   • Click Show Centro Form checkbox.

   • Select the newly created form (e.g., Edit Opportunity).

4. Once configured, the form will appear in Microsoft Teams whenever the associated record block is posted.

Conclusion

By following these steps, you can efficiently set up custom forms within Centro for Microsoft Teams, allowing users to edit Salesforce records directly from Teams. If you have any questions or need further assistance, please reach out to our support team.