How to Trigger a Task to Asana from a Salesforce Case

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:

  1. Install Asana for Salesforce from the Salesforce AppExchange.
  2. Click Get it Now.
  3. Follow the steps on the installation wizard.
  4. Add the Asana Lightning Component to any standard or custom object page

Once you’ve installed Asana for Salesforce, you’ll want to make sure you have the processes in place to trigger the Asana tasks. To do that watch the video below, Daniel will walk you through how to trigger an Asana task, from a Salesforce case using the Salesforce and Asana integration.

Getting more out of Asana and Salesforce
There so many great things you can do with Asana and Salesforce. Check out Daniel’s blog post on the Asana integration and learn more about different ways you can use Asana to increase your team’s 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!

About Asana
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.

Daniel Gonzalez

Daniel Gonzalez

Regional Sales Manager

Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.

Related Articles

How to Keep Prospect and Customer Lists Clean in Salesforce

How to Keep Prospect and Customer Lists Clean in Salesforce

In this video, we show you how you can keep your prospects and customer lists clean. It's a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business. Salesforce has a Type field for both the Account...

read more
Salesforce Opportunity Products Explained

Salesforce Opportunity Products Explained

In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary. Instead, using Opportunity Products will...

read more
Salesforce Explained: Global Search

Salesforce Explained: Global Search

In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some custom objects, as defined by your administrator)....

read more
Roycon, a Salesforce consulting partner

We're an Austin-based, Salesforce implementation and consulting partner, specializing in custom Salesforce solutions, business analysis, custom development, training, implementations, and integrations.

(512) 318-2488

Copyright ©2021 Roycon | Privacy