This integration allows you to capture feedback from contacts or opportunities in Salesforce. It's a great way to keep an eye on 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 into 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). Simply 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:

Done!

Now from your Leads, Contacts, or Opportunities tab, locate the "Edit Page" setting:

Find the Canny component on the left side:

Drag the component where you want it (here we've placed it in the related card).
Click save and you're done!


Adding feedback

Now that you have the integration set up, you'll be able to 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, go ahead and create a new post.


That's it! You have successfully tracked feedback from within Salesforce.


Salesforce Opportunities

Linking feedback to opportunities is great for keeping track of how many deals rely on certain features.

Feedback is logged from the Canny integration on Opportunities pages:

01-salesforce

From there, your product team will be able to see linked Opportunities in Canny. From a post in Canny, click to see your voters list. From there, you'll be able to toggle to see linked Opportunities.

02-voters

Canny will show the deal amount and status to see which opportunities your team can win, as well as which deals were lost and won.

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This is how Canny can help your team prioritize high-value features!


Note: The Salesforce integration is only available on the Business plan.
Contact us to get a quote!



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