Productboard's Salesforce integration supports syncing many (but not all) field types from Salesforce's Account object (company-level data). This article lists all supported and unsupported fields, as well as a workaround for getting those unsupported fields into Productboard.
In this article:
- Supported and unsupported field types
- Formula workaround for unsupported fields
- Partial support for multi-picklist fields
- See also
Supported and unsupported field types
The following table lists which Salesforce account fields can be synced to Productboard as company data:
Formula workaround for unsupported fields
If you would like to sync information from one of the unsupported field types, you can create a new formula field in Salesforce that converts the data into a plain text string. This workaround makes the data compatible with the Productboard integration and allows it to be synced as part of the company (Account) data.
To create a formula field in Salesforce:
- In Salesforce, go to Setup.
- Open Object Manager and select Account.
- Click Fields & Relationships, then New.
- Choose Formula as the field data type, and click Next.
- Enter a Field Label and Field Name, and set the return type to Text.
- Add your formula to convert unsupported values into a text string. Example formulas:
- Convert Account Owner name to text:
Owner.FirstName & " " & Owner.LastName
- Convert checkbox to text (replace
boolean__cwith your field name):IF(boolean__c, "Yes", "No")
- Convert Account Owner name to text:
- Click Next, set field-level security, and save.
You can now include this formula field in your Salesforce integration in Productboard.
Partial support for multi-picklist fields
Multi-picklist fields can be fully imported as part of company data and used for creating dynamic company segments.
However, when setting up rules for which companies to import from Salesforce, the only supported operators are “Is”, “Is not”, “Is not set”, or “Has any value”. It is not possible to filter using “Contains” or to match multiple specific values (e.g. importing companies where the field contains "trials" OR "customers").