Salesforce + Asana

What is Salesforce?

Salesforce is a customer-centric company. They make cloud-based software designed to help businesses connect to their customers in a whole new way so that they can find more prospects, close more deals, and wow customers with amazing service.

Why Salesforce + Asana?

With Salesforce + Asana, teams can streamline their sales and service workflows and improve work coordination and execution to achieve their business goals.

• Move deals forward: Remove bottlenecks by enabling sales, customer success, and service teams to communicate directly with their support teams in Asana. Share attachments and create actionable, trackable tasks for pre-sales needs.

• Simplify customer handoff: Automatically kick off customer implementation and onboarding work with customizable project templates when customers reach key opportunity stages. With Service Cloud, connect your implementation and service teams with supporting teams in Asana to deliver amazing customer experiences.

• Automate crucial sales workflows: Use Salesforce’s Process Builder to trigger the creation of tasks and projects in Asana, ensuring important steps aren't missed in your deal cycle.

• Monitor business impact: Connect Salesforce with Asana Goals to make informed business decisions. With Salesforce for Asana Goals, you can automatically link the progress of deals to goals without manual updates.

Automate workflows and keep your data in sync by combining Asana Rules and Salesforce

With Asana Rules, you can automatically stay up to date on the latest changes across Salesforce. Teams can build custom, automated workflows in Asana that create or update tasks based on events in Salesforce. This makes it easy to collaborate and share information across both platforms, and ensures your teams have visibility into the latest updates happening in their sales process.

With Asana Rules and Salesforce, you can:

• Automate hand-offs and intake by creating tasks in Asana when opportunities are closed or won
• Notify teams and take actions like adding a comment or collaborator, whenever a linked opportunity is updated
• Streamline tracking and reporting of pipeline progress by mapping revenue data into Asana

To learn more about how to use Asana Rules and Salesforce, see our guide article.

How to connect Salesforce + Asana

The Asana for Salesforce integration is available on Asana Enterprise and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise. Customers must also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic.

Here’s how to set up the integration:

1. Visit Asana for Salesforce in the Salesforce AppExchange
2. Click Get It Now
3. Follow the steps on the installation wizard (note: this process may take a few minutes)
4. Add the Asana Lightning Component to any standard or custom object page
5. To connect Salesforce reports with Asana Goals, visit the Asana Help Center

To learn how to set up Asana Rules + Salesforce we’d recommend working with your Salesforce admin on installation steps and referring to this more detailed installation guide documentation.

Learn more and get support

To learn more about using the Salesforce + Asana integration, visit the Asana Help Center or check out our Asana Academy demo video.

If you have questions, feedback, or need support, contact the Asana support team.

Collaborate effortlessly with Asana

From the small stuff to the big picture, Asana organizes work, so teams know what to do, why it matters, and how to get it done. It’s free to get started, simple to use, and powerful enough to run your entire business. Learn more about Asana today.