Using the Salesforce Power-Up

Using the Salesforce Power-Up, you can attach leads, contacts, opportunities, and cases to cards in Trello.

For now, our Salesforce Power-Up only works with the the Salesforce Enterprise, Unlimited, Developer, and Performance tiers (Editions with API access) This integration is only one-way—information from Salesforce will be published in Trello, but not the other way around.

Enabling the Salesforce Power-Up

To enable the Salesforce Power-Up, find it in the Power-Ups menu and click "Enable".

Once the Salesforce Power-Up has been added to your board, each Trello user will need to authorize their Salesforce account to see Salesforce information in Trello:

Attaching Salesforce Objects to a Trello Card

There are two ways to attach an object to a card. The first is to use the "Salesforce" button on the card back:

You can also drag or copy-paste the URL of your Salesforce object into a card:

Once a lead, contact, opportunity, or case is attached to a card, their details will be pulled into the card back. This will let your project manager or sales team check information without needing to access Salesforce.

Currently, custom attributes will not show up on the card back.