Hi all,
Our sales team submits enhancement requests through Trello. We are exploring various ways to associate a Salesforce Opportunity with a Trello card so our team can better prioritize these enhancement requests. However, it seems the Salesforce PowerUp will only allow one Opportunity per card and we would like to be able to associate all Opportunities pertinent to one card.
We have also explored using the Custom Fields PowerUp for this but run into the same issue. Also, same issue with a Zapier integration.
Have any of you had success with this? How did you manage it?
Hi Rachel,
Crystal from Trello Support here!
At this time, Trello doesn't have a way to associate multiple opportunities through the Salesforce Power-up or the Custom Field Power-up. However, you could add multiple text Custom Fields to the card and copy/paste the links or add them to the description of the card.
I will be sure to let the team know that this is something you'd like to the see in the future!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.