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. Moreover, it doesnt sync Asana data back into Salesforce, which can be crucially important.
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. It 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.
Design: Setting up Asana in Salesforce
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 first create projects in Salesforce and connect them to customer data. Then, we'll send the into Asana, which provides a much better quality of life for PMs to do their work as they manage the items.
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, Orders and Cases. 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 Workflow” Actions to the Page Layout for Accounts, Opportunities, Orders, and/or 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:
Also, make sure to update your board's sections to match the ones in the Stage picklist in Salesforce. Our defaults:
- Needs Resourcing
- Resourced & Waiting
- Work in Progress
Once you've customized the zaps to your individual project, feel free to add in any other customizations you might need.
Access the Installation link below. Need help? Reach out to us: firstname.lastname@example.org