What is the Salesforce power-up for Trello?
The Salesforce Power-Up for Trello brings information about opportunities, leads, contacts, and cases to your Trello cards. See the health of a Sales pipeline and dive into specific opportunities without leaving Trello whether you’re on the go or at your desk.
What can you do without leaving Trello?
See the health of a Sales pipeline and dive into specific opportunities without leaving Trello whether you’re on the go or at your desk. See all the relevant info for an opportunity (owner, stage, amount, etc.)
Which Salesforce tiers does the Salesforce power-up work with?
Note that the Salesforce Power-Up currently works with the Salesforce Performance, Enterprise, Unlimited, and Developer tiers, or the Professional Edition with the optional API access enabled.
What apps does Trello integrate with?
Trello.Notion.Asana.Todoist.TSheets.Podio.Basecamp 3.Google Tasks.More items...
How do I run a report in Trello?
To get started with the dashboard view of Trello Reporting, you need to click on the Views Switchers in the top left corner of the Trello board, and then select “Dashboard” there.
Can Trello generate reports?
While Trello doesn't offer reporting functionality natively, you may find certain Power-Ups like Charts by Vizydrop useful for creating the data sets that you need. Check out all our Analytics and Reporting Power-Ups here.
Does Trello have dashboards?
Accessing Dashboard View Open the Views Switcher in the top left corner of the board, and select "Dashboard".
Create your own Integration
Connect Salesforce and Trello the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Salesforce and Trello with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
Salesforce and Trello connectors
Plug into your Salesforce and Trello using our data connectors. Once you configure data retrieval from either app, it'll automatically update your dashboards.
Your Salesforce and Trello data together where everyone can see it
Use your Salesforce and Trello data to create a unified view of your company, and make sure the entire team has access to that. What better way to create a data-driven culture than displaying TV dashboards around your office?
Custom visualizations with Salesforce and Trello data
Use the Klip Editor to design and build custom visualizations using your Salesforce and Trello data.
Creating Salesforce Dashboards
Salesforce is your business' command centre in the form of a customer relationship platform (CRM). Salesforce works together to manage your sales, marketing, customer service, and more in one central location.
Creating Trello Dashboards
Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible and rewarding way.
