- Slack Workspace Admin permissions
- Microsoft Teams Tenant Admin permissions
For Full Microsoft Teams instructions,
see this page.
Centro provides a sample form to get you started! Click
Form Setup, then click the "..." next to Create Case from Message. You'll see a form for Cases built out.
For testing, you can leave this form alone for now. If you need help configuring this form, see
this documentation or you can always send a message from the Centro Home tab! Someone from our team will get back to you quickly.
Next, Click Workflow Setup, then find "Create Salesforce Case Message Shortcut". Click Enable, then click "Submit Centro Salesforce Form" on the next screen. Drop the Show Form and select our Crease Case from Message form. Click Save, and close the Workflow Setup Screen
Now go to any message in any Channel, and click the More Actions as you over over a message. (Don't see the message shortcut? Click More Message Shortcuts) Click the Create Case short cut, fill out the form, and your Case will be saved and linked back to Salesforce!
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