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Silently Create or Edit Salesforce data

Creating or editing Salesforce data from Slack is possible with the Centro Forms. Navigate to Centro Forms in the Centro App Home.  


Connect to Salesforce: If the end user does not have a Salesforce license, choose Connect as the default Automation User.  If you want to honor the permission of each Salesforce user, choose Connect as User.

Salesforce Object: Select any available objects you want to create or edit.

Add Field: Add Fields from the Object to save. They will appear in the order they are selected. They will be removed in the reverse order they were added. Set the value statically or by inserting a variable from the workflow. The data type is checked at run-time, and if a value does not match the expected Salesforce data type, an error will be shown to the running user.  

Note: When editing, be sure to add the recordid to the form so the form has the context of the editing record. Move the id field down to the Hidden Fields section of the form.

See here for an example edit form for an Account Record: