If you're planning on prioritizing by company segmentation, or you're pulling data in from a CRM platform, you'll want to assign custom fields to your user or company item types. This allows you to assign values to fields associated with companies within your Productboard workspace.
Note: In the past, company fields were different than custom fields; you had to access a special settings page and configure company fields from there. Today, there are no discrete company fields. Instead, you simply assign existing custom fields to the 'company' entity type.
In this article:
Assigning custom fields to companies
Before you can assign custom fields to companies, you need some custom fields. To learn how to create custom fields, see Add custom fields to your boards.
To assign custom fields to companies or users:
- From the Main menu, click Data > Custom fields.
- In the list, click on a custom field. Its details sidebar will open on the right.
- Scroll down to the Assigned item types section and toggle Companies, Users, or both.
Once done, you can add these custom fields to a grid for easier visualization and manipulation.
If you assign custom number fields to companies or users, they become Aggregated customer fields.
Importing fields
You may already have fields you use to keep track of customer data (likely in a dedicated CRM platform like Salesforce). Bringing those fields into Productboard can be done, but the level of effort required varies based on the origin of the fields.
From Salesforce
If you've set up a Salesforce integration, you can turn a regular custom field into an aggregated customer field by connecting it to a Salesforce field, like so:
- (Optional) Create a new custom number field.
- Access your Salesforce integration settings (Main menu > Settings > Integrations > Salesforce > [name of Salesforce integration]).
- Follow these instructions to link a Salesforce data field to your custom number field (it must be a custom number field!).
An aggregated company field based on Salesforce data will behave the same way as one created entirely within Productboard.
From other CRMs or spreadsheets
At this time, importing customer fields and data from sources other than Salesforce is not supported. The easiest way to get that data into Productboard is to:
- Recreate your customer fields in Productboard manually.
- Use the Productboard API to update those fields in Productboard using the data stored in your external source.