Set Up A Salesforce Integration (Video Tutorial)
← Back to Salesforce section
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Availability
- Plan: Feedback Advanced
- On a legacy plan? Click here for more info
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Roles and Permissions
- Add: Admin, Editor
- Edit: Integration Owner
- Delete: Integration Owner
Setting up the Salesforce integration is easy, and In this step-by-step guide, our Product Support Specialist Matt will walk you through the process of importing Salesforce objects into ProdPad as Feedback.
Use our Salesforce integration to import Objects from Salesforce into ProdPad as Feedback. Once the integration is activated, it will run every 15 minutes from the hour (for example 1 PM, 1:15 PM, 1:30 PM, etc). When the integration detects new Objects created in Salesforce that match the integration mapping, they will be automatically imported into ProdPad as Feedback. You can also use the Import from Salesforce feature (more explained on this in the video), which will import previously created Objects that match the integration mapping into ProdPad as Feedback.
If you'd like to view a written tutorial on how to set up a Salesforce integration, check out this help article here.
The Salesforce integration is available on the following Legacy plans: |
Modular V1 with Feedback Advanced |
Essential |
Advanced |
Performance |
Enterprise |