How to Send Salesforce Notifications to Microsoft Teams Using Centro

Centro enables seamless integration between Salesforce and Microsoft Teams, automating notifications and improving team collaboration. Follow the steps below to configure notifications when a new lead is created.

Prerequisites

• Salesforce Administrator permissions

• Centro installed in your Salesforce and Teams environments

Steps to Create Notifications:

Step 1: Create a Record-Triggered Flow

1. Navigate to Salesforce Setup and select Flow.

2. Click New Flow, and choose Record-Triggered Flow.

3. Set the triggering object to Lead.

4. Select Run Asynchronously.

Step 2: Add Centro Flow Elements

Sending Notifications to Private Chats:

1. Add the Centro Send Notification action.

2. Choose Chats under Teams.

3. Select the appropriate private chat group (e.g., "Hot Leads").

4. Craft your message using merge tags and variables for personalization.

5. Enable immediate sending and replies.

6. Attach the Salesforce record for direct linking.

Sending Notifications to Teams Channels:

1. Add another Centro Send Notification action.

2. Select your desired Team (e.g., "Sales Team").

3. Choose a specific channel (e.g., "New Leads").

4. Customize your message similarly to private chats.

5. Enable linking of threads to ensure organized conversations.

Step 3: Test Your Configuration

• Create a new Lead record in Salesforce.

• Verify that notifications appear in both Teams' private chat and the selected Teams channel.

• Ensure Salesforce records are properly linked and responses sync between platforms.

Troubleshooting

• Ensure Centro is correctly installed and permissions are set in both Salesforce and Teams.

• Check flow elements for accurate merge fields and selections.

Need Further Assistance?

Reach out to our support team for additional guidance or troubleshooting assistance.