Trello Salesforce Integration Troubleshooting

[Rachael Turner]

Hi! We are now integrating trello with salesforce and our team is having issues with the board looking all the same.. Mine looks the way we need it to and has all the necessary integration features... The team is only seeing links when we copy/paste from salesforce site. 

How do we all get on the same page? I am unsure of what I did differently when activating the integration on my end versus what they did.

Please see images.

[Renato Fagaraz]

It sounds like the issue is happening because your team members haven’t authenticated their Salesforce accounts with Trello yet. Since you’ve already done this, the integration works perfectly for you—showing the Opportunity titles on the cards. But for them, Trello can’t fetch the data without their Salesforce login, so it just shows the full URL instead.

Here’s a simple way to get everyone synced up:

1. Create a new regular Trello card (not one linked to Salesforce yet).

2. Open that card and attach one of the Salesforce links inside it (you can use the “Attach” button or just paste the link into the card description).

3. Have your team members open that card and click the attached Salesforce link.

4. This will open the link in their browser and prompt them to log in to Salesforce, connecting their account to Trello.

5. Once they’ve authenticated, they should start seeing the Opportunity titles (or other Salesforce data) on all the cards, just like you do!

This should get everyone seeing the same thing. Let me know if you need more help! 😊