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 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 and configure a new Connected app in Salesforce
To begin the Salesforce integration process:
- 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
- From the bottom of the Main menu, click Settings > Integrations.
- Find and click Salesforce > 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 Connected App view, under API (Enable OAuth Settings), copy your Consumer Key, then return to your Productboard tab and paste it in. Do the same for your Consumer Secret.
- 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 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.
On the Salesforce integration settings page, you can see which company fields are associated with that specific integration, and on the Company fields settings page, you can see which fields are synced from a specific Salesforce integration, making management easier.