This article explains how to connect Productboard to your Salesforce account and authorize the Salesforce integration. Setting up this integration will allow you to:
- Connect with accounts to import your customers and group them into dynamic segments
- Connect with opportunities to turn critical notes from go-to-market teams into Insights
In this article:
- Check that you have the correct permissions
- Create and configure a new External Client App in Salesforce
- Set up your integration in Productboard
- Adding multiple Salesforce instances
Check that you have the correct permissions
In Productboard, you'll need admin rights for your workspace.
In Salesforce, your user account will need the following permissions:
- For importing accounts:
- In Object settings > Accounts:
- Read or View All Records
- View All Fields or selectively pick fields
- In Object settings > Accounts:
- For importing opportunities:
- In Object settings > Opportunities:
- Read or View All Records
- View All Fields or selectively pick fields.
- In Object settings > Opportunities:
- To enable auto-import for accounts and opportunities, you'll need all the permissions listed above, plus:
- API Enabled
- Customize Application
- Manage Platform Events
- Modify Metadata Through Metadata API Functions
- View Setup and Configuration
Your Salesforce System Admin can grant these permissions. See the FAQ for detailed instructions for enabling these permissions. If you aren't the Salesforce admin and you need their help to do this, we recommend reaching out to your admin for help using this paragraph:
This External Client App will serve the Salesforce integration in Productboard in order to import accounts and opportunities to Productboard. The integration will only import specified data to Productboard without modifying them in Salesforce.
Create and configure a new External Client App in Salesforce
To begin the Salesforce integration process:
- Start from the Setup page of your Salesforce workspace. In the left-hand menu under the Platform Tools section, open the Apps section and click on App Manager.
- Click New External Client App in the top right corner.
- Give the app a name.
- Enter your email address (in case Salesforce needs to contact you or your support team about the app).
- Open the API (Enable OAuth Settings section.
- Check the Enable OAuth box. This will expand the section so you can input more data.
-
Insert the following URL into Callback URL:
https://app.productboard.com/gw/prioritization/salesforce/v1/auth/oauth2/callback -
In Selected OAuth Scopes, under Available OAuth Scopes, find the following scopes and use the arrow to add them to Selected OAuth Scopes:
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
- Still in the OAuth Settings section, scroll down to the Security subsection and uncheck the box beside Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows.
- Click Create at the bottom of the page.
-
Wait 10 minutes for these changes to go through before moving on.
Set up your integration in Productboard
- From the bottom of the Main menu, click Settings > Integrations > Salesforce.
- Click Add integration.
- (Optional) If you would like to connect to a Salesforce Sandbox environment for testing the integration, you have to check the I’m connecting a Sandbox environment checkbox.
- Back in Salesforce, in the External Client App view, go to the Settings tab.
- Under OAuth Settings, click Consumer Key and Secret and follow the verification instructions.
- After verification, copy and paste your Consumer Key and Secret into their respective fields back in Productboard.
- Click Save and authorize at the bottom of the Productboard screen. A new window will appear, letting you know that your integration was authenticated.
Note: Seeing an "OAUTH_APP_ACCESS_DENIED" error message? See our troubleshooting instructions here.
You've now successfully authorized your Salesforce integration! 🥳
Adding multiple Salesforce instances
If you have multiple Salesforce instances or a Salesforce sandbox, you can add them to your workspace.
To add multiple Salesforce integration instances, simply add more integrations and follow the instructions given previously.
You can distinguish the different Salesforce instances with unique names, which can be changed to something more meaningful in the Salesforce instance’s settings by clicking on the integration’s name.
See also: