How to launch an Asana project when you create a Salesforce Campaign using the Salesforce and Asana integration
When you create a Salesforce campaign, you can automatically kick off an Asana project. If you haven’t connected Salesforce and Asana be sure to skip to the bottom and follow the instructions to configure the connector. Once you have your connector configured check out the great tutorial below from our very own Daniel Gonzalez.
How to Connect Salesforce and Asana
The Salesforce and Asana integration is available to Asana Business and Enterprise customers who have the Salesforce Enterprise, or Unlimited accounts. While it is optimized for Salesforce Lightning it is also compatible with Salesforce Classic.
Setting up the integration:
- Install Asana for Salesforce from the Salesforce AppExchange.
- Click Get it Now.
- Follow the steps on the installation wizard.
- Add the Asana Lightning Component to any standard or custom object page
There so many great things you can do with Asana and Salesforce. Check out Daniels blog post on the Asana integration and learn more about different ways you can use Asana to increase your teams productivity. If you get stuck you can refer to the Asana Guide or you can always contact us. You can learn more about us, we’re an Austin-based Salesforce Consulting partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Thanks for stopping by the Roycon Salesforce blog, be sure to subscribe. Thanks for reading and as always, happy building!
Asana helps teams orchestrate their work, from small projects to strategic initiatives.
Headquartered in San Francisco, CA, Asana has more than 75,000 paying organizations and millions of free organizations across 195 countries. Global customers such as AirAsia, AllBirds, Grab, KLM Air France, Sephora, Traveloka and Viessmann rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns.
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We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.