Centro allows admins to achieve full control over Salesforce and Slack, including sending Formstack Documents to Slack for review, approval, and even triggering Formstack Sign. Getting internal quotes and contracts approved in Slack is the fastest way to get attention, and closing deals is even faster in shared channels with your customers. All of the history is captured and displayed in Salesforce, all thanks to the Centro + Formstack Integration.
Note: The Formstack Document and Formstack Sign to Slack via Centro integration is available on Formstack Documents for Salesforce Starter plan and above, and requires a Centro Builder license. This integration is only available to Salesforce and Slack customers. Salesforce Enterprise and Above is highly recommended, but there are no requirements for a Slack license type.
This document will detail the setup for the following use case:
- User initiates a Quote Approval in Slack via a button or Screenflow
- Formstack Document is sent to the appropriate Slack Channel or DM
- Approver is notified of the document as well as the Quote detail in Slack
- Sender or Approver may change underlying Quote data
- Sender requests a new version of the Formstack document
- Approver is alerted of the updates and sees the changes
- Approved button is pressed in Slack; capture the approval in Salesforce for audit purposes
- Formstack Sign is triggered to send to Approver to sign via email
To get started with the integration, please have a Formstack Document Mapping setup, and a Formstack Sign account available.
- Install and Configure Centro
Centro has 2 apps to install; one into Salesforce as a Managed Package and the other to Slack. Click here to follow the install and connection guide
- Set up Screenflow (Optional: Include Formstack Document Generation in Screenflow)
In the example, we configured this screenflow to Select a Channel/DM and an existing document to send to Slack:
Screenflow Overview
To configure this Screenflow:
- Set the Screenflow to include the Select Files component (part of the Centro package). It outputs the File IDs needed
- Set the Screenflow to include a Channel Selection component (part of the Centro package). It outputs the Channel or DM ID
- Loop through all of the Files (there maybe more than 1 to Approve)
- Post the File, Custom Message, and Custom buttons to send to Slack using the Centro Send Notification element. You’ll also set this to configure to Link the conversation to Salesforce, so that users will be able to review the discussion.
- Configure Centro Record Block
Centro provides a robust Slack “Record Block” that displays useful and customizable Salesforce information, as well as actionable buttons as shown below:
- As a Centro Admin, click the 3 dot overflow menu next to the list of fields > Customize
- Select the fields and related fields you want to display
- Setup Platform Event Handler - Regenerate
The Centro Buttons that were configured to send over in the Screenflow were set up to fire “Platform Events” as their behaviour. This platform event will be configured to regenerate the Formstack document. This assumes that something changed with the record - in this example, the user modifies the quote line items right from Slack:
Now, the user clicks Regenerate which triggers the Platform event handler:
- The Centro Platform Event works just like a Record Triggered event in Salesforce, it includes fields and metadata from Slack, such as the Slack Channel, Message ID, the Record ID and more
- In this case, we want to do the following steps:
- Generate a new Formstack Document (make sure to note the correct Mapping ID, give it the Value fields from the Centro Event (value contains the recordid)
- Get the resulting content
- Get the linked conversation (the record connecting the Slack Channel, ThreadID, and Salesforce record)
- Update the original Slack post, and post an update to the Slack thread
- Setup Platform Event Handler - Approved
For the approval button, this example is set up to do the following:
- Update the Quote to record who approved in Slack. The Centro platform event contains the Slack User Name, Slack Member ID, and timestamp of the event that is useful for keeping track of who approved the quote
- Post that information to Slack
- Trigger the Formstack Sign process. In this use case, we’ll actually use a cloned Formstack Document with a delivery of Formstack Sign. This was also configured to Delay the delivery of the signed document to the quote record.
Congratulations, you have successfully setup the Formstack Documents and Sign to Slack process with Centro! There are many variations of this that can be easily customized using the Centro no-code workflow automations in Salesforce to adapt to your business needs.
For further help with this integration, contact support@centro.rocks - we can also send you unmanaged packages that have all of the above setup to quick start this process.