Useful for creating a Form in a Slack Connect channel and we’ll be using this in this example. Submit Salesforce Form – Create a form-like experience for users to enter data and create a new record based on the data keyed in.The platform even includes things like Slack User Id, Member Name, Channel Id, and more. Fire Salesforce Platform Event – Sends a Centro Platform Event over to Salesforce.Post a Salesforce record – given a valid Salesforce record ID, post the Record Details using Centro’s Record Block format.Select a Salesforce record – Prompts the user to search for a specific record, either using a SOSL search or confined to a specific object.Save Salesforce record – This step is dual purpose, if passed a Record ID the step will perform an Update, when left blank the step will create a new record.See our support documentation for more information on Salesforce Flow Elements.įor the Slack Workflow Steps, let’s look at our Salesforce options: You may specify a Channel statically or dynamically, post a Salesforce File or Report a custom message, and custom buttons with dynamic button behavior such as go to a URL, fire a Platform Event, or start a Slack Workflow. Notification Message – Our most used and robust element.Send File to Slack – Given a Salesforce File (Content Version ID, specifically) and a Slack channel ID, post that file to Salesforce.Useful for when a Channel topic has changed from say Deal Progress to Implementation. Rename Channel – Given a Slack Channel ID and a valid Slack name, give a channel a new name.Once linked, the channel will appear in the Lightning Web Component. Link/Unlink Channel – Associated a Slack channel to a Salesforce Record.Additionally, you may invite Contacts, Leads, or a List of email addresses to a newly created Slack Connect Channel. Create Channel and Invite Users – This element will create a Slack channel and invite Salesforce users to the channel.This is in addition to Centro’s out-of-box Archive Channel reminders when creating a Slack Channel manually using our Lightning Web Component This is useful for tackling Channel proliferation for “quick” conversations. Archive Conversation – Does what it sounds like, provides a Slack Channel ID and Centro will Archive the channel.After installing Centro, you’ll find the following actions available for use in Salesforce Flow, you’ll find these elements: Surveying the Toolsįirst, let’s get oriented with the automation elements. Users in Slack Connect channels can fill out a Case without having a login to Salesforce, for example. Field labels can be customized, fields can be specified as required or optional (while supporting object-level required fields), and pre-filling default values in hidden fields. See below:Ĭentro also provides a Form builder where admins create a Form in Slack tied to Salesforce fields. These platform events can then be used to trigger flows, creating a sustainable cycle. Centro provides key Salesforce Workflow steps there as well, such as searching, updating, creating, and firing Platform Events back in Salesforce. We’ll be showing the Engagement Manager use case later in this article, here’s the overview video demo: Ĭentro also integrates directly with Slack Workflow Builder. Custom actions trigger Salesforce Flows, which update or create records. One application of this would be: Someone joins a channel, and you want to bring actions and material from Salesforce, for example, Onboarding a partner in Slack Connect. Engagement manager, using advanced Slack Workflow and Salesforce Flow.Send out Approval requests in Slack with the Quote document attached.For example, an opportunity closes and you want to create an implementation channel for the delivery team to act on with the right context. Automate the creation of a channel and give context to the team.For example, our Salesforce Lightning Component displays all linked channels and conversations while our Slack Message Block displays fields from the Compact Layout, related records, and custom buttons. Our tools work together with our UI elements that we surface natively on both platforms. One of our goals is to see a rich tier of commercial solutions in addition to the many free extensions that will continue to be available.Ĭentro leverages the power of Salesforce Flows to automate Slack workflows in conjunction with Slack Workflow builder to create powerful no-code automations between the platforms. Editor’s Note: UnofficialSF is pleased to enable commercial creators of Flow extensions like Centro to introduce their products and demonstrate useful use cases.
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