How to Set Up Custom Approval Workflows in Salesforce and Slack Using Centro скачать в хорошем качестве

How to Set Up Custom Approval Workflows in Salesforce and Slack Using Centro

In this step-by-step tutorial, learn how to build a custom approval workflow that connects Salesforce with Slack using Centro. We’ll walk through an example using the Opportunity object, but the same approach can be applied to any Salesforce record. In this video, you’ll learn how to: • Add Approve and Decline buttons to a Slack message • Trigger a Centro form to capture status and comments • Update Salesforce fields from Slack (even by non-Salesforce users) • Use record-triggered flows to manage approvals • Post automatic updates back to Slack threads • Populate fields like Approval Status, Comments, and Approver Name • Extend the flow to lock records or trigger other logic This setup enables teams to manage approvals directly from Slack without requiring Salesforce licenses.