Time to get started

Step 1

Install Centro Slack App

Click the Add to Slack button below; make sure you pick the correct workspace!

Step 2

Install Salesforce App

Click Production or Sandbox below to install the Centro Salesforce App:

Need more help or support?

Check our support page
Email us: support@centro.rocks
Request to Slack Connect! We live on Slack and love to help.

Prerequisites

- Salesforce Admin permissions
- Slack Workspace Admin permissions (ability to install Apps)

Step 1
Install Centro Slack App & Salesforce App

In the top section of this page, click "Add to Slack" and "Install in Production/Sandbox" Buttons

Step 2
Connect to Salesforce

From the Centro App Home, Connect to Salesforce (note you can configure to use a Service user)

Step 3
Quick starts

Use a Quick Start from the Salesforce App, or build your own!

Step 4
Configure for your team

Now customize for your team! Add steps, configure fields, add buttons and more. Email us if you need help.

Prerequisites

- Slack Workflow Builder (Requires Slack Pro Plan or higher)
- Slack Workspace Admin permissions (ability to install Apps and configure Workflows)

Step 1
Install Centro Slack App

Click Add to Slack, make sure you pick the correct workspace:

Step 2
Connect to Salesforce

From the Centro App Home, Connect to Salesforce (note you can configure to use a Service user)

Step 3
Import the sample template

Download sample template, then launch Slack Workflow Builder and select Import.

Slack-to-Case Template

Step 4
Configure for your team

Now customize for your team! Add steps, configure fields, add buttons and more. Email us if you need help.