This integration allows you to capture feedback from contacts or opportunities in Salesforce. It's a great way to monitor what prospective customers are asking for and how much potential revenue is associated.
Set up the integration
To get started, go to your Salesforce settings page and authenticate your Salesforce account.
You'll be directed to Salesforce to allow access.
Once you're back in Canny, you'll see the options for data sync. This is the information you can send to Canny from Salesforce. This data can be used to create User Segments and will appear on user profiles.
Once that's done, you also have the option of installing Canny's Salesforce widget! (Note that this is only available for Salesforce Enterprise Editions customers). Click on Install Package at the bottom of the Salesforce settings page:
That will take you to Salesforce to complete the installation. You can choose to show the Canny widget for Salesforce admins, all your Salesforce users, or select profiles:
Now, you can follow the steps below:
Locate the "Edit Page" setting
Find the Canny component on the left side
Drag the component where you want it
Click save, and you're done! 🙌
Now that you have the integration set up, you can link Salesforce contacts and opportunities to Canny posts. You can search existing Canny posts or create new posts.
In the Canny component, you can see a list of previous requests. Click "New" to track new feedback.
Use the search to see if the post exists already. If it does, add their vote by clicking on the upvote button.
If it doesn't, you can create a new post.
That's it! You have successfully tracked feedback from within Salesforce.
Note: If any of your users are unable to use the integration, ensure that their profile has access to Canny's Apex classes in Salesforce
Linking feedback to opportunities is great for tracking how many deals rely on specific features.
Feedback is logged from the Canny integration on the Opportunities pages:
From there, your product team can sort your posts by potential opportunity revenue. This is a great way to see which ideas could significantly impact securing new revenue for your team.
You can also dig into individual posts in Canny and see linked Opportunities. From a post in Canny, click to see your Opportunities list.
You can also toggle between the voter list and the opportunities list as needed:
Canny will show the deal amount and status to see which opportunities your team can win and which deals were lost and won.
This is how Canny can help your team prioritize high-value features!
Uninstalling the integration
Uninstalling the integration is just as easy as installing it. Uninstalling consists of two steps: uninstalling Canny's package in Salesforce and disconnecting Salesforce API access in Canny. We'll walk you through that process below.
Remove the widget
Before uninstalling a package, Salesforce requires that package components be removed from all pages. This can be done by...
Navigate to a page where the Canny component was embedded
Click the "Edit Page" button
Locate the Canny component
Click the 🗑 icon to delete the component
Repeat this process for all pages where the Canny component was embedded
Uninstall the package
Next, we need to remove the package from your Salesforce instance completely. This can be done from the "Installed Packages" settings page. You can find this page by searching for "installed packages" in the search bar of your Salesforce home page.
Next, find the " Canny " package and click the "Uninstall" button.
You will then be prompted with a confirmation page. Select the "Save a copy..." option and check the "Yes, I want to uninstall this package" confirmation, then click "Uninstall".
Disconnect the API
Finally, go to your Salesforce settings page and click the "Disconnect" button to remove Canny's API access to your Salesforce instance.
Congrats, you've uninstalled your Salesforce integration!
Note: The Salesforce integration is only available on the Business plan.
Contact us to get a quote!