Import Salesforce Opportunities to Productboard as notes

Jake Sawyer

Updated June 05, 2026 20:15

You can configure your Salesforce integration to bring open and closed opportunities into Productboard, where they will appear as notes on your insights boards.

To learn how to set up the Productboard <> Salesforce integration, see Set up your Salesforce integration.
You can also import Salesforce account data to add companies to Productboard and group them into dynamic segments.

Importing opportunities into Productboard

To import Salesforce opportunities into Productboard as notes:

From the bottom of the Main menu, click Settings > Integrations.
Find and click Salesforce, then click the name of the specific Salesforce integration you wish to configure.
Find Accounts to import. Above that, click Opportunities.
Under Opportunities to import, use the Add filter button to specify which opportunities should be imported from Salesforce based on compatible data fields. You can import closed opportunities, open opportunities, or both. You can add as many as you like, just remember to click Save filters when you're done.

Note: AND is the only logical operator available. You cannot use OR.
Under Fields to import, select which opportunity data fields you want to import with each opportunity. They will appear in the description of the note in Productboard. Click Save fields when you're done.

Note: Owner name and Account name are required fields.
Choose how you'd like to import the opportunities. Automatic import will grab new opportunities as soon as they're created, but will not work retroactively. One-time import allows you to pick a date and import all opportunities between then and now (when you click Start import), but it won't import opportunities automatically. Use these two options together for maximum coverage.

Note: If the automatic importer isn't working properly, see these troubleshooting steps.
(Optional) Under Aggregated Opportunity Value, select the data field (from among those indicated above) you want to use in prioritization. See How to factor Salesforce opportunities into your prioritization process below for details.

Once you've configured your import settings, opportunities will begin appearing on insights boards as notes. You can interact with these notes like any other—assign them to owners, create insights from them, and mark them as processed. You can even click on the name at the top of the note to go to the opportunity itself in Salesforce.

How to locate your opportunities within insights boards

You can filter any insights board to locate notes based on Salesforce opportunities.

Click Filtered by.
Click Source > Salesforce.

Current limitations

Reference fields (except Account name and Opportunity owner), location, and encrypted fields are not supported.

Frequently asked questions

Can I import open opportunities?

Yes! Use the Add filter button under Opportunities to import to specify that you'd like to import open opportunities.

When an open opportunity is updated or closed in Salesforce, what happens to the equivalent note in Productboard?

If you've configured your opportunity importer to run automatically, the change will propagate instantly. If you're using a manual configuration then you'll need to run the import again.

When you close an opportunity in Salesforce, the Productboard note will reflect that change, and will continue to do so as long as your importer filters accept closed opportunities.

I don't see newly closed opportunities in Productboard.

If the automatic importer isn't working properly, see these troubleshooting steps.