How to Build a Centro Form to Create a Salesforce Record from Microsoft Teams

How to Build a Centro Form to Create a Salesforce Record from Microsoft Teams

Overview

Centro allows you to create forms within Microsoft Teams to generate Salesforce records efficiently. This guide walks you through building a Centro Form in Microsoft Teams.

Prerequisites

• Centro must be installed in your Microsoft Teams tenant.

Steps to Create a Centro Form

1. Accessing Centro Forms

1. Open Microsoft Teams and navigate to the Home tab.

2. Click on the Centro Forms button.

3. Select New Form to begin creating a form.

2. Configure Form Connection Settings

• Choose one of the following:

  • Connect as Automation User: Allows non-Salesforce users to create or edit records.

  • Connect as User: Each Teams member must have a Salesforce license and adhere to their Salesforce permissions.

3. Name the Form

• Enter a descriptive name for your form (e.g., New Lead).

4. Configure Posting Options

• Decide if the created record should be posted to a Teams channel.

• The default settings include:

  • Dynamic channel and record block ID

  • Options to link to the conversation or thread

• Additional configuration options:

  • Post an extra message above the record block

  • Pin the message

  • Start a thread

  • Send as a reply

• Example: Choose to link the conversation and start a thread.

5. Customize the Form

• Form Label: Provide a user-friendly label (e.g., New Partner Lead).

• Help Text: Add user guidance (e.g., Please enter the new partner lead).

• Confirmation Message: Define a message for form submission confirmation (e.g., Thank you).

6. Select the Salesforce Object

1. Choose the appropriate Salesforce object (e.g., Lead).

2. Click the Connection button.

3. Forms can be created for any standard, custom, or ISV package object.

7. Add and Arrange Fields

• Select the fields to display on the form:

  • Example fields: First Name, Last Name, Company

• Click the + button to add each field.

• To set a default value for a field:

  1. Select the field (e.g., Lead Source).

  2. Move it to the Hidden Section.

  3. Enter a default value (e.g., Teams).

8. Adjust the Form Layout

• Use the edit pencil to rename fields.

• Use the arrows to rearrange the field order.

• Click the trash can icon to remove a field.

9. Save the Form

• Once all configurations are complete, click Save.

• Your new form is now ready to create Salesforce records from Microsoft Teams.

Need Help?

If you have any questions or need assistance, please contact our support team.