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)
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Step 3
Import the sample 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.