We highly recommend you integrate Asana with Salesforce, rather than doing Project Management inside of Salesforce.
The bad news is there’s no decent off the shelf integration. The official Asana Salesforce integration has some drawbacks - to name a couple: it can only be triggered off of a closed Won Opportunity, and can only make projects, not tasks.
The good news is we’ve built a way to integrate Salesforce with Asana, and it is completely free. Even better - you can deploy it without any engineers, just a Zapier account and a dream. This integration can be triggered however you like, logs the Asana Task in a custom object, creates TASKS instead of PROJECTS, and syncs the data back. This is more the way we've heard our customers want to manage their workload.
Our Design: Asana for Salesforce setup
Asana is the better tool for the job of Project Management. Salesforce is obviously the home for your core customer data (like Accounts). So, our design makes sure to continue to respect Salesforce as our source of truth for customer data fields, but allows Asana to be the source of truth for all the fields that track our work on the project. We’ll create projects in Salesforce and connect them to customer data, but then manage them in Asana, which provides a much better quality of life for PMs to do their work.
Setup is easy, and you’ll soon be able to run Salesforce reports on Asana data…
Sync from Salesforce to Asana
- A custom object for Projects in Salesforce, with Lookup fields to Accounts, Opportunities, and Cases, and buttons to create Asana Tasks from them. Request a link below ("Installation") to install the package for all users. (this won’t affect other objects or automation). Note: make sure to add the “New Asana Task” Actions to the Page Layout for Accounts, Opportunities, and Cases as needed
- An integration to sync the object we just made down to Asana. Click here for a template to do this in Zapier
Sync from Asana to Salesforce
We'll also want information to go back in the opposite direction, notably things like Status and Due Date. To do this we need:
Access the Installation link below. Need help? Reach out to us: email@example.com