Overview
Capture feedback from cases, contacts, 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. Just start a chat!
Benefits
Monitor what prospective customers are asking for and how much potential revenue is associated.
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
Owner-level admin permissions in Canny are required to connect the integration.
You will also need to be an admin in Salesforce.
To get started, go to your Salesforce settings page and authenticate your Salesforce account by clicking the Authenticate button.
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.
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:
ARR/MRR data can be imported directly to Canny from Salesforce from the Company fields tab.
All set! The Salesforce integration is now connected. The additional steps below are optional but strongly recommended!
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:
You’ll receive a message that the installation is complete. Continue to set up the widget:
Go to an opportunity, lead, or contact and locate the “Edit Page” setting:
Drag and drop the Canny widget to where you’d like it on the page and click save:
That’s it! The Canny integration is now available to use in your Salesforce opportunities and contact pages!
Adding feedback
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. Just click the Canny widget and follow the prompts.
The Canny component shows a list of previous requests. Click "New" to track new feedback:
Salesforce Opportunities
Linking feedback to opportunities is great for tracking how many deals rely on specific features.
Use the Canny integration on the Opportunities pages to enter feedback:
Your product team can then sort your posts by potential opportunity revenue 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:
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! Learn more
Uninstalling the integration
Uninstalling consists of two steps:
Remove the widget in Salesforce
Uninstall Canny's package in Salesforce
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:
Navigate to a page where the Canny component was embedded
Click the "Edit Page" button in the settings:
Use the 🗑️ icon to remove the Canny widget:
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.
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":
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:
Congrats, you've fully uninstalled your Salesforce integration!
Things to note:
The Salesforce integration is only available on the Business plan. Contact us to get a quote!
This integration is only available for Salesforce Enterprise Edition customers.
The profile must have an email address entered for contact and lead pages to use the Canny Salesforce widget.
Canny can only be connected to a live Salesforce account. Sandbox accounts cannot be linked to Canny for testing. Please add your vote to this post for updates.
Canny will display the currency amount as it comes from Salesforce, we don't do any conversion to USD.
Opportunity value is only applied when the vote is added from the Opportunity page in Salesforce. Contact and lead pages do not send any opportunity value to Canny.