Getting Started with the Salesforce Connection in Slack

Centro integrates Salesforce seamlessly into the Slack environment. There are 2 major ways to interact with Salesforce:

1. Connect the Centro App in Slack to Salesforce. This allows users to search, create, and update records within the Slack environment. No Salesforce app is required for this interaction. Each Slack user will need to authorize a connection to Salesforce using their Salesforce credentials. The Slack App is a pre-requisite for the Salesforce App.
2. Install the Centro Salesforce app in your Salesforce org. The Centro Slack app is required as a pre-requisite. The Salesforce app will let users push new Leads and new Cases to the Slack workspace. A Salesforce Lightning Component is provided to place on any page layout where there are Centro linked channels. This allows viewers to see all connected Slack channels, and the message history. 

Interesting notes about Centro's integration to Salesforce:

• We respect the permissions and security settings for each user. This is why it's important for each user to authorize from the Slack side. Centro will not allow a user to do something in Salesforce they normally don't have permission for.
• In general, except for the inbound Leads and Cases, the app is not notification driven. Users decide what to post in Slack, to avoid clogging the channel with too much noise.
• We respect the page layouts and compact layouts set in Salesforce within Centro. Creating, updating, and searching will utilize the page layout and compact layouts respectively. 
• Outbound communications can be automatically logged as Email Activities.

Common workflows and use cases these integrations provide:

• Push new Salesforce Leads to a Slack channel where your business development team resides. The leads will immediately appear in the channel when created in Salesforce. From there, the team can react to the prospect with a new email or text, or move the conversation to a new channel to focus the discussion. 
• Push new Salesforce Cases to a Slack channel where your support team resides. Similar to the Leads, a support team can react quickly to inbound cases.
• When working a new deal, allow a team to pull in the Account and relevant Contact records for the team to view. Log calls, create Tasks, and communicate with the customers, all without leaving Slack.
• When handing off a customer to the customer success team, get the CSM up to speed really quickly by viewing all of the Slack history on the Salesforce account page.