Adding your customers into Productboard allows you to 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.
In this article:
- How to configure your Salesforce integration
- How to link your Salesforce attributes to custom fields
- Known limitation
How to configure your Salesforce integration
Note: You'll need to be a System Administrator to follow the steps below.
- Click the avatar in the bottom left corner to access your main menu. Click Integrations.
- Scroll to the CRMs section.
- Click on the + button to add a Salesforce integration.
- In a separate tab, open your Salesforce Setup page. In the left-hand menu under the Platform tools section, open the Apps section and click on App Manager.
- Click on New Connected App.
- Give a name to your integration in the Connected App Name field.
- Enter a Contact Email.
- Check the box next to Enable OAuth Settings.
- Insert the following URL into Callback URL: https://app.productboard.com/gw/prioritization/salesforce/v1/auth/oauth2/callback
- In Selected OAuth Scopes, add the following scopes: Access and manage your data (api), Perform requests on your behalf at any time (refresh_token, offline_access).
- Scroll all the way to the bottom of the page and click Save.
- Wait 10 minutes for these changes to go through before moving on. ⏰
- In the Connected App view, under API (Enable OAuth Settings), copy your Consumer Key. In your Productboard tab, paste your Consumer Key.
- Find your Consumer Secret. Click to reveal, then copy the key. In your Productboard tab, paste your Consumer Key.
- Click Save and authorize.
- A new window will appear, letting you know that your integration was authenticated.
- You will now see a new section called One-Time Import. Click Start first import 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.
Handling of duplicates
Productboard merges companies when the name & website match along with certain heuristics around the name. Here is a detailed breakdown:
- Multi-word names with and without spaces, e.g., Sumdock & Sum Dock
- Company websites with “-”, e.g., quantum-talent.com where Face-talent & Face Talent
- Names where one is with and one is without standard suffixes like GmbH, Inc., s.r.o., e.g., Kircle & Kircle Inc.
- Websites that have 2 top-level domains, e.g., kalingue.com.br (.com and .br) where Kalingue.com (Productboard) & Kalingue (Salesforce/CRM) will be merged
- Companies that have .io .ai, e.g., Numbelo & Numbelo.ai
- Names with special characters, e.g., Stary Petr & Starý Petr
If a duplicate arises, you can merge the two companies. Productboard will remember the merge and won’t create duplicates on your next re-import.
How to link your Salesforce attributes to custom fields
- From your Salesforce integration view, under Add links to to company fields, click on Customize company fields. (You can also reach this page via Settings > Additional data fields > Company fields > Customize.)
- Click + Add Custom Field.
- On the left-hand side, click the Select data origin dropdown menu. Search for the Salesforce attribute you wish to map to Productboard.
- On the right-hand side, write the name you wish to use for this attribute in Productboard.
- Continue adding custom fields at any time.
- Click Save.
Now that you’ve finished creating your custom company fields and filling them in via our Salesforce integration, it’s time to add them to a company segment.
The data from Salesforce is not synced in real-time to Productboard.
To refresh the data,
- Navigate to the Salesforce integration set up and under Update import click on the, click on Done.
- Click on Update now.