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Salesforce integration

Track feedback on behalf of users from within Salesforce

Sarah Hum avatar
Written by Sarah Hum
Updated yesterday

NOTE: As of May 9th, 2025, we have changed our pricing. Older plans may be mentioned in the video above. You can view our current pricing and plan information on our pricing page at canny.io/pricing.

⚠ Installations that were set up before June 13th, 2025 will have to uninstall and reinstall the Salesforce integration to take advantage of current features.

Please follow the uninstall steps below and then reconnect the integration to update.

Overview

Capture feedback from cases, contacts, accounts, leads, and opportunities in Salesforce and track opportunity values to unlock new revenue.

The Salesforce integration is available on the Business plan. Contact us to get a quote or book a call here!

Benefits

  • Monitor what prospective customers are asking for and how much potential revenue is associated with each Salesforce opportunity.

  • Use the Opportunity value of Salesforce deals on your Canny posts to better prioritize the posts you work on.

  • Salesforce opportunities can also be used as roadmap factors.

How to set up the integration

Before you begin

  • You’ll need to have Owner-level admin permissions in Canny.

  • You will also need to be an admin in Salesforce.

    • We highly recommend making the email you're using to log into Canny match the email you're using for Salesforce.

  1. To get started, go to your Salesforce settings page and authenticate your Salesforce account by clicking the Authenticate button:

  2. You'll be directed to Salesforce to allow access.
    ​

  3. Once you're back in Canny, you’ll see options to choose which Salesforce data is synced to Canny. This is the information you can send from Salesforce to Canny.

    1. This data can be used to create User Segments and will appear on user profiles.

    2. This can also be used in the Company fields tab in the Fields page of the Canny settings and to populate the customer requests report:

    3. You can import ARR (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue) directly from Salesforce into Canny on the Company fields tab.
      ​

  4. Almost done! The Salesforce integration is now connected. The additional steps below are optional but highly recommended!
    ​

  5. Click the “Install Package” button at the bottom of the Salesforce settings page:

    ​

  6. 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:

  7. You’ll receive a message that the installation is complete:


    Continue to set up the widget. Canny's Salesforce widget can be added in the following Salesforce pages:

    1. Lead

    2. Opportunity

    3. Account

    4. Contact

    5. Case

    ​
    Adding the Canny widgets in Salesforce

  8. Go to an opportunity, lead, account, or contact page and locate the “Edit Page” setting:

  9. Drag and drop the Canny widget to where you’d like it on the page and click save:


    You can repeat the process if you’d like the widget in more than one part of the page:

That’s it! The Canny integration is now available to use in your Salesforce workspace.

Adding feedback

Now that you have the integration set up, you can link Salesforce contacts, accounts, leads, and opportunities to Canny posts. You can search existing Canny posts or create new posts. Just click the Canny widget and follow the prompts.

Canny's Salesforce widget will display any previous requests. Click "New" to track new feedback:

You also have the option to include an internal comment and set the vote priority when adding a vote from Salesforce. For Opportunities, this option is only available if the opportunity has a primary contact assigned to it:

If you’re not seeing this option, please confirm that you're logged into Salesforce using the same email that you're using for Canny. You may need to remove and re-add the widget on that page:

Salesforce Opportunities

Linking feedback to opportunities is great for tracking how many deals rely on specific features.

Learn more about opportunities

Use the Canny integration on the Opportunities pages to enter feedback:

Your product team can then sort your posts by potential revenue (Opportunity value) from Canny. This is a great way to see which ideas can unblock your biggest revenue opportunities:

You can also dig into individual posts in Canny and see linked Opportunities. From a post in Canny, click to see your Opportunities list:

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! Learn more

Uninstalling the integration

Uninstalling consists of two steps:

  1. Remove the widget in Salesforce

  2. Uninstall Canny's package in Salesforce

  3. Disconnect Salesforce API access in Canny.

We'll walk you through that process below!

1. Remove the widget in Salesforce

Before uninstalling a package, Salesforce requires that package components be removed from all pages. Just follow the steps below:

  • A. Navigate to the Salesforce page where the Canny component was embedded

  • B. Click the "Edit Page" button in the settings:

  • C. Use the trash can icon 🗑️ to remove the Canny widget. You will need to do this for ALL Salesforce pages where Canny widgets are embedded:

  • D. Click save:

That will remove the Canny widget in your Salesforce view.

2. Uninstall the package in Salesforce

You must fully remove the package from your Salesforce instance to complete the Salesforce part of the uninstall process.

  • A. 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:

  • B. Next, find the "Canny" package and click the "Uninstall" button:

  • C. 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":

3. Disconnect the Salesforce API access in Canny

Finally, to complete the uninstall, go to your Salesforce settings page and click the "Disconnect" button to remove Canny's API access to your Salesforce instance:

You’ve successfully uninstalled the Salesforce integration.

Things to note:

⚠ Installations that were set up before June 13th, 2025 will have to uninstall and reinstall the Salesforce integration to take advantage of current features.

Please follow the uninstall steps above and then reconnect the integration to update.

  • Business plan only.
    ​    The Salesforce integration is included with Canny’s Business plan. Contact us for pricing.

  • Works with Salesforce Enterprise Edition.
    ​    You’ll need the Enterprise tier of Salesforce to connect.

  • Email required.
    ​    Each Contact or Lead must have an email address for the Canny widget to work.

  • Emails must match.
    If you encounter issues with the integration, double-check that your Canny email address matches the one you’re using as an administrator in Salesforce.

    • For example, a mismatch would prevent the option to add an internal comment / set the vote priority when adding feedback.

  • Live orgs only.
    ​    Canny can connect to live Salesforce accounts, not sandbox (test) orgs. If you need sandbox support, add your vote to this post.

  • No currency conversion.
    ​    Canny shows amounts exactly as Salesforce sends them.

  • Opportunity value comes from Opportunity pages.
    ​    Deal amounts pass to Canny only when you add feedback from an Opportunity page (not from Contact, Account, or Lead pages in Salesforce).

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