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Updated: 26 April 2024

Changing Salesforce record owner in Slack

When using the push Leads or Case from Salesforce functionality, this will create new Slack messages in a designated channel anytime a new Lead or Case is created in Salesforce. For teams processing these Leads or Cases, it would be useful to change the Owner to indicate to others when this has transpired. Centro enables this through the "..." overflow menu, and is demonstrated below;

Note that the Record details screen does not automatically update, and is incumbent on the user to press "Refresh". In addition, Centro allows the user to Post to the channel optionally that this change has occurred.

This functionality is available on all linked Salesforce Records that have Owners that can be changed.

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