Post a Salesforce Record as a message
The Post Salesforce Record Workflow Step posts a selected Salesforce record to a Slack channel as a message via the user who created the Workflow Step.
Connected as Salesforce User: This step requires a Centro Automation User that has permissions to the expected Salesforce records.
Channel: Select a static channel or use a variable:
Salesforce Record Id: Statically set using the 15-character Salesforce Record Id, or more commonly use a RecordId variable from a previous workflow step.
Additional Message (Optional): Message text preceding the Record Block fields from the Salesforce record.
Link to Salesforce: makes this conversation or message visible in Salesforce using Centro LWC.
- Link Conversation to Salesforce (Optional): After the message posts to the channel, show the Centro dialog to link the Record Block to the selected Salesforce record.
- Link Message Thread to Salesforce (Optional): Instead of linking entire Slack conversation, just link this message and the reply thread.
- Link Message Thread Name (Optional): When linking message thread, name the thread as it will be viewed in Salesforce Centro LWC.
Start a thread (Optional): Immediately start a reply thread on this message to encourage users to limit replies to the thread.
Thread message (Optional): When starting a thread, give directions on what users should send in message thread (i.e. upload a file or limit replies).
Output: The Centro Message block will appear for the selected record, along with any Additional Messages set. Record blocks may be customized additionally from the message overflow menu Customize option.
Viewing Linked Slack Conversations from Salesforce using Centro LWC
Customizing Centro Record Blocks