Overview
The Salesforce integration lets your team add Insights to ideas directly from Salesforce Account, Opportunity, and Contact records, attaching real customer signals to ideas on your Ideas dashboard. Synced contact and account data also enriches user profiles, powers user segments, and feeds Canny company fields used in the Customer Requests Report.
The Salesforce integration is available on the Business plan.
Connecting the integration
Once connected, the Salesforce integration has two tabs:
Connection tab — manage the connection, configure data sync, and manage the Salesforce widget:
Salesforce API connect — shows your connected Salesforce Organization ID with a Disconnect option.
Salesforce Data Sync — choose which Salesforce records and fields to sync. Toggle Sync Contacts and Sync Accounts, then select the specific fields under each. Additional sync options include Only sync existing contacts, Don't override user's name field for existing contacts, and Only sync existing accounts. Synced fields can be mapped to Canny company fields for use in analytics.
Salesforce Widget — shows whether the Canny widget is installed in your Salesforce org, with an option to upgrade to the latest version when a new release is available.
Settings tab — controls how ideas created from Salesforce behave:
Send new ideas to Portal — when an idea is created via Salesforce, also publish it to your Feedback Portal. Off by default.
Insights → Required fields — mark Insight fields as required when adding feedback from Salesforce. Currently supports the Priority field.
Ideas Fields — specify which custom idea fields appear in the Salesforce widget form when creating new ideas. Use Add Field to add fields.
Adding Insights from Salesforce
You can add an Insight to a Canny idea directly from any Salesforce Account, Opportunity, or Contact record. The Canny Ideas widget on the record's sidebar shows a count of linked ideas along with their current status.
To add an Insight from Salesforce:
Open the Account, Opportunity, or Contact record in Salesforce.
In the Canny Ideas widget, click New.
In the Search Ideas modal, search for an existing idea and select it to link, or click Create idea instead to create a new one.
If creating a new idea, fill in the form (Title, Description, Type of feedback, Insight context, Priority — required fields depend on your settings) and click Create idea.
If you have "Send new ideas to Portal" enabled, a primary contact is required from both the Account and Opportunity pages for the feedback to also be created in the portal.
If you do not have "Send new ideas to Portal" enabled, no primary contact is required to add an Insight.
Salesforce Opportunities
Deal amounts from Salesforce Opportunity pages pass to Canny as the Opportunity value on the linked idea. This only applies when feedback is added from the Opportunity page — not from Contact or Account pages. Opportunity values feed the Total Opportunity Value column of the Customer Requests Report.
Things to note
⚠️ Installations set up before June 13th, 2025 need to reinstall the Salesforce integration to access Ideas features. Follow the uninstall steps in the Salesforce integration article and reconnect.
The Salesforce integration requires Salesforce Enterprise Edition.
Each Contact must have an email address for the Canny widget to work.
Canny connects to live Salesforce orgs only — sandbox (test) orgs are not supported.
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