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Customize a Centro Record Block in Microsoft Teams

Overview

The Centro record block in Microsoft Teams can be tailored to your workflow. This article shows how to:

  • Add or remove fields displayed in the block
  • Enable New buttons based on related Salesforce items
  • Create custom buttons that either fire a Salesforce Platform Event or open a Centro form



Scope: Customizing a record block applies to all records of that object and overrides the default (compact layout-based) block.

Prerequisites

  • Centro installed in Microsoft Teams
  • Salesforce connected user configured for your workspace
  • Salesforce license for users who will create related records via New buttons
  • Optional: an automation user or requiring each user to authenticate for actions taken via Centro forms

1) Open the Customize Panel

  1. In the record block, select the ⋯ (More) menu.
  2. Choose Customize.
Open the Customize panel from the three-dot menu
Open the Customize panel from the three-dot menu.

2) Add or Remove Fields

  1. Select Add fields or Remove fields.
  2. Use the dropdown (caret) to browse available fields for the object.
  3. Select the fields you want to display, then choose Save.

After saving, the selection applies across all records for that object.

Choose fields to add or remove in the record block
Choose fields to add or remove in the record block.

3) Configure New Buttons

  1. Open the New buttons section.
  2. Select which related items (e.g., Tasks, Cases) you want available as quick-create actions.
  3. Choose Save.
Note: Creating related records requires a configured Salesforce connected user and an active Salesforce license.
Enable or disable New buttons for related Salesforce items
Enable or disable New buttons for related Salesforce items.

4) Add Custom Buttons

You can add buttons that either:

  • Fire a Platform Event to your Salesforce org, or
  • Open a Centro form that writes data back to Salesforce.

Option A — Fire a Platform Event

  1. Select Custom buttons → Fire Platform Event.
  2. Name the event and save.

Option B — Use a Centro Form

  1. Select an existing Centro form from the list.
  2. Choose whether updates run as an automation user or require each user to authenticate with Salesforce.
Configure custom buttons: Platform Event or Centro form
Configure custom buttons: Platform Event or Centro form.

5) Save, Refresh, and Edit

  1. After changes, select Save.
  2. Use Refresh in the record block to load your updates.
  3. You can edit inline using fields you have permission to access in Salesforce; visibility and editability respect Salesforce permissions.
Refresh to apply changes; edits respect Salesforce permissions
Refresh to apply changes; edits respect Salesforce permissions.

FAQs

Do changes affect other users?

Yes. Customizations apply to all records of the object and replace the default compact-layout-based block.

Who can see or edit fields?

Field visibility and edit rights come from Salesforce permissions. Users only see and edit what they’re allowed to.

What if I don’t see some fields?

Confirm your Salesforce profile/permission sets include access to those fields and that you’ve added them in the Customize panel.