How to Integrate Trello with Salesforce



Guide

  1. On the top right corner of the window, click on the question mark icon.

  2. Click on "Make boards more powerful with Trello Power-Ups."

  3. Search and select “Salesforce” to add as a Power-Up.

  4. Click "Add Power-Up" to continue.

  5. Select the board to which you wish to add this Power-Up.

  6. Click on "Add" to continue.

  7. You've now activated a Power-Up in Trello, but a few more steps are required. Click the 'Go to board' to open your board.

  8. Within your board, at the top right, click on the Power-Up icon.

  9. Under "Salesforce", click on "Settings" to proceed.

  10. Select "Authorize account."

  11. Click on "Link Your Salesforce Account."

  12. Select "Allow" to integrate Salesforce with Trello.

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