Many of our customers use Trello as a dedicated Project Management tool for their operational workflows, but they want it connected in Salesforce, with something like Ops Framework.
This is a free integration guide for connecting Salesforce to Trello and syncing Trello data back to Salesforce.
Design: Setting up Trello and Salesforce to integrate together
Trello is the better tool for the job of Project Management. Trello is particularly beloved by those who wish to manage WIP using Kanban philosophy – managing their work in cards on a board. 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 Trello 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 them into Trello, 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 Trello data…
Sync from Salesforce to Trello
- 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 Trello. We can use the following template in Zapier, called “Salesforce creates Trello Cards”.
Sync from Trello 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:
- An integration to update Salesforce with changes made in Trello. We can use the following template in Zapier, called “Trello Card Updates Logged in Salesforce”. Note you can customize further, as needed.
Also, make sure to match your Trello board's sections and the Stage picklist in Salesforce. Our default stages are:
- 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: email@example.com