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Salesforce integration

General

A salesforce integration that would:

  • show prospects' feature requests and their status inside Salesforce

  • allow searching and creating Featurebase posts from Salesforce

  • sync customers and their attributes to Featurebase

Post type
🔗 Integration
Posted by Markus Palm ·
Status: Completed7 comments

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Comments7

  • Markus Palm changed status to Completed
    Team•

    Jul 23

    Pinned

    Hey everyone!

    I’m super excited to announce that our Salesforce integration is finally live!

    You can now connect customer feedback, support issues, and sales opportunities between Salesforce and Featurebase, giving every team the context they need in the tools they already use.

    With the integration, you can:

    • See customer requests and their statuses inside Salesforce

    • Search for or create Featurebase posts, add votes, and attach notes without leaving Salesforce

    • Link Salesforce Cases and Opportunities to feedback posts

    • Prioritize feedback by the value of linked Opportunities

    • Two-way sync Leads, Contacts, Accounts, and their attributes

    • View Salesforce customer context directly in the Featurebase Inbox

    The core integration is available on the Professional plan. Customer data sync and Opportunity linking are available on the Enterprise plan.

    Set up the Salesforce integration

    This is one of our most complete integrations yet. Thanks for upvoting and helping us shape it!

    • Max Guerrero

      •

      Jul 23

      Showing that the package is not yet available in salesforce.

      • Markus Palm

        Team•

        Jul 24

        Hey Max, thanks for flagging this, and sorry about the trouble. We’re investigating the specific package error now, and I’ve reached out directly to get the details we need.

        One important clarification for anyone else setting this up: the integration currently requires a Salesforce edition with API access. This is included with Salesforce Enterprise and higher editions. Salesforce Professional may also work if the paid Web Services API add-on is enabled.

        Lower Salesforce editions without API access unfortunately aren’t supported right now while we work through Salesforce’s security review process. Sorry this wasn’t made clear in the original announcement. I’ll keep you posted!

  • Markus Palm changed status to In Progress
    Team•

    Mar 5

    Pinned

    Hey everyone!

    Quick status update - the Salesforce integration is ready on our end. We’re in the process of submitting it to the Salesforce app store, which can take up to a few weeks - but we’ll do our best to speed it up as much as we can!

    It’s one of our largest integrations to date and will support:

    • Two-way ongoing customer data sync between Salesforce and Featurebase - no more manual data syncing via code

    • Bulk sync for large datasets for the initial import of user data to Featurebase

    • Link Salesforce Deal Opportunities and Cases to feedback in Featurebase to prioritize issues by their opportunity value

    • Salesforce sidebar (embedded app) that lets Salesforce users see relevant Featurebase data without leaving Salesforce

    Super excited to get it to all of your hands soon! :)

    • Iva Đukić Kowalska

      •

      May 8

      any update? We would love to get access to Salesforce.

      • Markus Palm

        Team•

        May 9

        Hey, the review process has been painful to say the least. In the best case, we could get it to pass in 2 weeks. More realistically a month unfortunately. I’ll keep you posted!

  • Cameron Kolick

    •

    Apr 20

    Can I get a progress update on this? Looks like the ETA was almost a month ago and there are no updates on where this sits. We’re considering heavily expanding our use of Featurebase but this is a non-starter.