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.