Linking conversations to Salesforce
Linking Slack conversations to Salesforce Records is a core foundation of Centro. Conversation linking associates a Salesforce record with a Slack channel. Linked conversations are viewable from Salesforce using the Centro Lightning Web Component or from Slack as pinned messages.
There are multiple methods to link a Salesforce Record,
- As a Slack user,
- As a Salesforce user within the Record Page Layout using the Centro Lightning Web Component.
- Automatically from within Salesforce Flow using the Send Notification Message or Link/Unlink Conversation Flow Actions.
- Automatically from within Slack Workflow using the Post a Salesforce Record Step.
After a record is linked a customizable message showing the record details may be optionally posted to the specified channel, similar to shown here,
Centro will pin the message to the channel to indicate linked status.
A similar experience is available from the Centro Lightning Web Component where linked conversations can also be managed, previewed and Salesforce users may even send messages without leaving Salesforce,
The Centro App must be a member in private channels before a private channel may be linked. Direct Messages are not currently supported for linking, however Salesforce URLs may be unfurled in DM. Single messages or threads may be linked using the Link Message Shortcut.