Time to get started

Install Centro Slack App

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

Install Centro Salesforce App

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

Need more help or support? 

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.