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 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). 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:
Now, you can simply 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'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.
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:
From there, your product team will be able to sort your posts by potential opportunity revenue. This is a great way to see which ideas could have a big impact on securing new revenue for your team.
You're also able to 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, as well as 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. Uninstalling is compromised 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 you can uninstall 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 the Canny component was embedded
Uninstall the package
Next we need to completely remove the package from your Salesforce instance, 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 package named "Canny" 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, 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!