Connect Salesforce
ProfessionalComing soon
What becomes a task
Records of one object type, such as Task or Case.
Connect it
- Choose Add connection in the sidebar, find Salesforce, and choose Connect.
- Next to Connected account, choose Connect and sign in.
- Set the options below and an age limit, then choose Save.
More detail in Connect a tool.
Settings
- Data To Load
- The object to load. One per connection; add more connections for more objects.
- Status Field
- The field that holds status.
- Statuses To Load
- The statuses imported as open tasks.
- Done Status
- The status that means done, both ways.
- Due Date Field
- The field used as the due date.
- Assigned To Me
- Only load records you own.
- Column Mapping
- Once you’ve chosen statuses to load, map each one to a board column so tasks land in the right place.
When you finish a task
We’ll confirm this before Salesforce is released.