Asana for Salesforce
- Skip Ahead to
- Requirements for installation
- Installation
- Use cases
- Connect Salesforce Reports with Asana Goals
Sales teams need to collaborate with cross-functional teams throughout the sales cycle. Asana for Salesforce lets you kick off new phases of work for your colleagues using Asana and get visibility into how they’re progressing.
The Asana for Salesforce integration adds value to organizations by enabling your Sales teams to efficiently collaborate with other cross-functional team members throughout the entire sales cycle, so deals close faster. It also automates the hand-off between the Sales and Post-Sales/Implementation teams to reduce manual work and allow for greater clarity.
Integrating Asana Goals and Salesforce helps connect goals with mission-critical tools to monitor impact and make informed business decisions. With Salesforce for Asana Goals, you can automatically link the progress of deals to goals to get an accurate picture without manual updates.
Requirements for installation
Asana requirements
The Asana for Salesforce integration is available to all Business and Enterprise customers.
SFDC requirements
The Asana for Salesforce integration is optimized for Lightning but compatible with Salesforce Classic. Please note there may be some differences in configuration steps between Classic and Lightning.
We support Enterprise and Unlimited editions.
Installation
You must be a Salesforce Admin to install the Asana for Salesforce integration. You also need to have an Asana account.
Use cases
Enabling Sales teams to collaborate with Support teams
Asana for Salesforce helps your Sales teams collaborate with other team members throughout the entire sales cycle:
- Allow Sales teams to request work (via Asana tasks) to Sales support teams without having to leave Salesforce.
- Allow Sales teams to track the progress of Asana tasks within the right context in Salesforce (e.g. a specific Salesforce opportunity).
- Automate any of the Asana work requests via Salesforce’s powerful Process Builder and/or Flow.
Automating the hand-off between the Sales and Post-Sales/Implementation teams
Asana for Salesforce also helps automate and streamline the hand-off between Sales teams and Post-Sales teams once a deal is closed:
- Automate and streamline the hand-off between the Sales and Post-Sales to reduce manual work, and enable implementation work to start right after a deal closes. You can either take advantage of our native automation rule, or leverage Salesforce’s Process Builder and/or Flow to create your own custom hand-off processes.
- Give Sales teams visibility into the post-sales implementation progress contextually within Salesforce.
Connect Salesforce Reports with Asana Goals
Asana Goals can be updated automatically from Salesforce reports to help monitor impact and make informed business decisions—without the manual work. Connecting your goals to Salesforce will update their progress as the Salesforce report fields change. Any summary field in a Salesforce report can be linked to a goal.
This makes it easy to track progress against organizational and team goals, such as revenue targets. Learn more and get started with Asana Goals.
Create and connect new Asana Goals from Salesforce
To create a new Asana Goal from Salesforce:
- Log in to the Asana app in Salesforce.
- Note: You need to have both the Asana User and Asana Goals User permissions in Salesforce to connect Asana Goals. If you don’t have these permissions, please contact your Salesforce Admin.
- Navigate to Connected Goals
- Click New connection
- Click the New goal tab
- Add a goal name
- Select a goal owner and choose a team
- Choose a time period
- Select the type of measurement
- Add the starting and target metric values
- Choose the summary field from the Salesforce reports you want to use to track progress toward the goal
- Click Save
Goals created from Salesforce are public by default. To make your goals private, log into Asana and update them from your Asana Goals list view.
Can’t find the field you are looking for in your report? Make sure that the selected goal measurement is the same as the one in the report field (e.g., Currency or % should coincide with the report field type).
Connect existing Asana Goals with reports within Salesforce
To connect an existing Asana Goal to a Salesforce report:
- Log in to the Asana app in Salesforce.
- Note: You need both the Asana User and Asana Goals User permissions in Salesforce to connect Asana Goals. If you don’t have these permissions, please contact your Salesforce Admin.
- Navigate to the Connected Goals tab
- Click on the New connection button
- Click the Existing goal tab
- Search for the existing goal
- Add a measurement
- Add metric values
- Choose the summary field from the Salesforce reports you want to use to track progress toward the goal
- Click Save
Can’t find the field you are looking for in your report? Make sure that the selected goal measurement is the same as the one in the report field (e.g., Currency or % should coincide with the report field).
Viewing connected goals in Asana
After connecting an Asana Goal with a Salesforce report, you will see a Salesforce icon next to the progress metric in Asana. Your setup is complete and will be automatically synced to reflect progress changes in Salesforce.
Learn more about progress metrics and how to track the progress of your goals with our Progress, status, and connecting work to goals article.
Asana Goals can only be connected to Salesforce from within Salesforce.
Salesforce Reports and Asana Goals will sync once every 24 hours. If you want to make a real-time sync, you will have to use manual sync (more details below).
