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.

The integration works by syncing a feedback field and contact field from a Salesforce record to ProdPad. For a piece of Feedback to exist in ProdPad, it must have an associated contact.

This means when bringing information from Salesforce to ProdPad, you will nominate a Salesforce field to populate the ProdPad contact field. The most common way of doing this is by mapping a Salesforce contact to a ProdPad contact, but there are other ways the information can be mapped. 

Below we explain how the integration works, and how non-contact Salesforce fields can be used to make a ProdPad contact - giving you more flexibility on how you sync data between Salesforce and ProdPad. 

Our Salesforce integration is currently in Beta. Please note that the final feature’s name, functionality and availability in plans may change as it is refined.

Pre-requisites for integrating with Salesforce 

The typical use case for this integration uses a Salesforce

  • Your ProdPad API key (you can copy this from the create integration dialog or find it here).
  • A Salesforce object that captures feedback. 
  • Permission to modify metadata in Salesforce.

Salesforce to ProdPad mapping 

There are two stages to the integration mapping:  

1. Choosing which object in a Salesforce record will be used to create Feedback in ProdPad. For example, task. 

2. Selecting how the different data fields relating to that object (in this case, task) will map to ProdPad, including what will populate the Contact field - Salesforce contact ID, for example.

Syncing information without a contact

If you have an object in Salesforce that you want to use to create Feedback in ProdPad, but it’s not associated with a contact - you can still use the integration. In this scenario, you can set up the integration to use the created by field to populate the Contact field in ProdPad.

For example - you want to use fields relating to an Account (which doesn’t have an associated Contact) in Salesforce to create Feedback in ProdPad. You can set the Salesforce Contact Details, which maps to the ProdPad Contact, to be populated by User, and the ID field to Created by ID. This means that the ProdPad Contact associated with the Feedback brought in from Salesforce will be whoever created the Account in Salesforce. See below for how to set this up. 

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.

Click Next. 

Now add your ProdPad authentication, this is where you need your API key. Paste it into the required API key field and click Create.

Next you will authenticate your Salesforce instance and add the Object type that will contain your feedback. We are using Task as an example here. NB: 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 (they will become the linked contact in ProdPad). If the feedback object you want to bring into ProdPad doesn't have an associated Contact, you can use User and Created By ID. This will mean whoever creates the record in Salesforce will be listed as the contact for the feedback 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.

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  - head to 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. 

If you don't want to use the integration - you can still bring data from Salesforce to ProdPad via Zapier. 

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.

Select your Salesforce Trigger

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.

Find Contact in Salesforce

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)

Customize the Record for Salesforce

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:

Send Feedback to ProdPad from Salesforce

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