Integration with Salesforce
Our integration with Salesforce allows you to import existing records into your backlog and add new records into ProdPad as feedback. You can also sync your Contact details and Company names. If you don't want to use the integration, you also have the option to bring feedback into ProdPad using Zapier - see the end of this help doc for how to do that.
Pre-requisites for integrating with Salesforce
- Your ProdPad API key (you can copy this from the create integration dialog or find it here).
- Beta mode enable (if your account does not have Beta enabled you can do this here).
- A Salesforce object that captures feedback which is related to a Contact
- Permission to modify metadata in Salesforce.
Step 1: Setting up Salesforce Integration in ProdPad
To start, go to the integrations page and select 'Create new'. This will prompt the slide out where you'll be presented with your API key, so copy this to your clipboard.
You will find Salesforce under Customer Insight & Collaboration.
Click Setup integration to start the configuration wizard.
Now, follow the steps to authenticate with Salesforce by clicking New authentication. You can leave the Salesforce instance as Production.
Click Create and you will be connected to Salesforce to authenticate, if you are not currently logged into Salesforce you will be prompted to do so first. Once authenticated, you will see a success message.
Now add your ProdPad authentication, this is where you need your API key. Paste it into the required API key field and click Create.
This is now saved, Click Next.
Step 2 requires you to authenticate with your Salesforce instance and add the Object type that will contain your feedback.
We are using Task as an example here, you should be able to use any object that can be linked to a Contact in Salesforce.
Note: Currently the Note object is not a valid object to use for feedback triggers in the Salesforce integration.
The final step is to map the object data fields and your Salesforce domain.
The ID field is the object ID i.e. for Task this is Activity ID, Case is Case ID - yours may differ for custom objects.
The Feedback field should be mapped to the field that contains the body of the customer feedback, i.e. Description - This will become the feedback in ProdPad.
The contact ID may differ for each object - for Task this is Name ID, for Case it is Contact name - This Contact will become the linked contact in ProdPad.
The Filter Field is needed if you wish to only import/sync a certain set of records from an object, the selection here is the field that contains the value that will indicate if a record is feedback and Value to Filter On is the name of that value.
When you are happy with your configuration click Finish.
Now your integration is ready to go! When you create a new object for feedback in Salesforce this will be added to your ProdPad backlog.
Step 2: Importing Feedback from Salesforce
Now that you have your Salesforce to ProdPad integration you can import your existing Salesforce records into your ProdPad backlog.
To kick off an import go to app.prodpad.com/feedback
Here you will see the '...' menu, open this.
Now simply select the Salesforce option to begin your import.
This may take a little time depending on how many items of feedback you have to import, but you should start to see them appear almost immediately. Go and make yourself a hot beverage, when you come back your feedback will be ready for you in your unsorted list.
Connecting Salesforce account to ProdPad with a Zapier integration.
You will need:
- A Salesforce account
- A Zapier Premium account
- A ProdPad account
Step 1: Select your Trigger
To get this going, we will select the trigger as "New Record" from the available Salesforce triggers in Zapier. Once you select authenticate, you will be prompted to select the type of record - for this, select Note.
Step 2: Find Contact
Now that we have selected the trigger to be based on a record - we need to ensure that we have all the relevant contact information to pass on to ProdPad.
As a second step, we'll do a "Find Record" to match the note to the contact information being entered.
Under the Customize Record section, select the following attributes:
Salesforce Object = Contact
Field to Search by = Contact ID
Search Value = ParentID (from the custom object)
Step 3: Send Feedback to ProdPad
Now it's time to customize how information will be sent in to ProdPad.
We recommend the following mapping: