Adding your customers into Productboard lets you identify feedback they've submitted, surface feature ideas they've requested, and create custom roadmaps filtered for the features they care about most. Adding custom fields for those customers allows you to define segments, which are in turn, used to sort and filter features.
Note: Only trying to add a single company? See How to manually add a company to Productboard. Uploading company data from another source? See How to import company data via CSV.
In this article:
- How to configure your Salesforce integration
- How to filter which companies to import into Productboard
- How to link your Salesforce attributes to custom fields
- How to factor Salesforce Accounts’ attributes into your prioritization process
- How to refresh your Salesforce data
Before you begin
In order to import company data from Salesforce, you need a working Salesforce integration. See Set up your Salesforce integration for instructions.
Note: You must be a Productboard admin to set up a Salesforce integration.
Importing Salesforce company data into Productboard
It's up to you whether to import all company data from Salesforce or just the data from specific companies. The process is similar either way.
- From the bottom of the Main menu, click Settings > Integrations.
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Find and click Salesforce, then click the name of the specific Salesforce integration you wish to configure.
Important!
Before importing the Companies you have in Salesforce into Productboard, please ensure you're using the correct filters to select only the companies you want to import.
If you're unsure which filters to use, please work with your Salesforce administrator first to help you identify which filters to use.
It's essential to identify the correct filters because a large amount of duplicated companies could be imported with the same company name and domain. At present, there is no automatic process in place that allows you to delete or merge those duplicated companies -
Go to Accounts to import. If you wish to filter which Salesforce accounts are imported into your Productboard account, click Filter accounts to import. You can use filter groups and AND/OR logic to specify how exactly you'd like the filters to work.
Note: When using a multipicklist field type to filter your accounts, you are only able to use the "is", "is not" or "has any value" operators. It is not possible to choose a few values of a certain field e.g. "Contains: trials; customer," as the contains function is not supported.
- If you wish to import all Salesforce accounts, click Import all accounts.
- Click Save filters to begin importing your accounts data into Productboard. Please note that the larger the number of accounts you are importing, the longer it will take to finalize the import.
- Double-check the number of accounts you have set to import. Does this number look correct? If not, adjust your filters otherwise you risk importing a large amount of unnecessary or even redundant data.
For more information on which Salesforce account fields are supported in Productboard, see Salesforce integration: Supported and unsupported fields.
How to filter which attributes to import into Productboard
Whether you're creating dynamic customer segments or learning useful business context, use filters to import only the Salesforce attributes that matter most to your team.
- We'll automatically suggest a few commonly-used Salesforce traits. However, if you don't want to import a suggested trait, simply hover over it and click the red X which appears.
- Click Add attribute to search for a Salesforce attribute.
- Click Save attributes to sync your changes.
Note: You do not need to select Account Name and Website as attributes to import as the Account name will be automatically linked with the Productboard Company name and Website will be automatically linked to Productboard Customer Domain.
How to link your Salesforce attributes to custom fields
To link Salesforce attributes to custom fields in Productboard:
- From your Salesforce integration settings page, scroll down to Attributes to import.
- In the left-side dropdown, select a Salesforce field.
- In the right-side dropdown, select the Productboard custom field that will map to your chosen Salesforce field. (You may need to go create some custom fields and assign them to companies first.)
- (Optional) Click Add mapping to link more fields together.
- Click Save field mapping to apply the changes.
Once linked, these custom fields in Productboard will update whenever their mapped equivalents in Salesforce are changed.
How to factor Salesforce Accounts’ attributes into your prioritization process
Aggregated customer fields allow you to prioritize your feature requests based on revenue or other attributes that are tied to the companies that provide feedback on a specific feature.
See Aggregated customer fields for details.
How to refresh your Salesforce data
You can either manually refresh your data from Salesforce or turn on automatic import.
To manually refresh your data:
- Navigate to the Salesforce integration setup, and under Update accounts import, click Update now.
Automatic import
Automatic import lets you keep your company data updated in real time. When active, any company data that gets created or updated in Salesforce will be immediately updated in Productboard. This functions retroactively, so any accounts you imported manually in the past will begin receiving updates once you activate automatic import.
To turn on automatic import:
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Navigate to the Salesforce integration setup, and under Automatic import, toggle on Import new Accounts automatically.
Note: If the automatic importer isn't working properly, see these troubleshooting steps.
Note: Both the manual and automatic account import methods will use the import filters you set earlier in the Accounts to import section.