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 new Salesforce integration in Productboard
- Create and configure a new Connected 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 accounts: Requires View Setup and Configuration, Customize Applications, and Modify All Data
- for opportunities: Push topics - Create, Read, Update, Delete (found in Setup > Administration > Users > Profiles)
Your Salesforce instance will need the following enabled:
- for opportunities: Streaming API (found in Setup > User Interface > User Interface)
Your Salesforce System Admin can grant these permissions. We recommend reaching out to your admin for help using this paragraph:
This connected 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 new Salesforce integration in Productboard
- Click on your account name in the top right to access your main menu. Click Integrations.
- Scroll to the CRMs section.
- Click on the + button to add a Salesforce integration.
Create and configure a new Connected app in Salesforce
- In a separate tab, open your Salesforce Setup page. In the left-hand menu under the Platform-tools section, open the Apps section and click on App Manager.
- Click on New Connected App.
- Give a name to your integration in the Connected App Name field.
- Enter a Contact Email.
- Check the box next to Enable OAuth Settings.
- Insert the following URL into Callback URL: https://app.productboard.com/gw/prioritization/salesforce/v1/auth/oauth2/callback
- In Selected OAuth Scopes, add the following scopes: Manage user data via APIs (api), Perform requests at any time (refresh_token, offline_access).
- Uncheck the box next to Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
- Scroll all the way to the bottom of the page and click Save.
- Wait 10 minutes for these changes to go through before moving on. ⏰
Set up your integration in Productboard
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.
- In the Connected App view, under API (Enable OAuth Settings), copy your Consumer Key. In your Productboard tab, paste your Consumer Key.
- Find your Consumer Secret. Click to reveal, then copy the key. In your Productboard tab, paste your Consumer Key.
- Click Save and authorize. 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 do that, you need to click the plus button and add a new Salesforce integration for the new Salesforce instance you want to integrate with.
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.