How To Integrate Trello With Salesforce

How To Integrate Trello With Salesforce

1. Create a Trello Account: Sign up for Trello if you don’t have an account.
2. Log into Salesforce: Access your Salesforce account.
3. Visit AppExchange: Go to the Salesforce AppExchange marketplace.
4. Search for Trello: Look for Trello integration apps in the AppExchange.
5. Select an Integration App: Choose an app that suits your needs.
6. Install the App: Follow the prompts to install the Trello integration app.
7. Authorize Access: Allow the app to access your Trello and Salesforce accounts.
8. Configure Settings: Set up the integration settings as per your requirements.
9. Map Fields: Align Trello fields with Salesforce fields for data synchronization.
10. Test the Integration: Run tests to ensure everything is working smoothly.
11. Train Your Team: Educate your team on how to use the integration effectively.
12. Monitor Performance: Regularly check the integration for any issues or updates.