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Integration Trello & Salesforce Lightning Experience

Alexander Åberg
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September 24, 2021

Hello!

I know that Trello and Salesforce should be integrated, but the only things I find about it including on Trellos own website is Salesforce Classic which is dated.
So my question is if Trello actually does work with Lightning Experience.

We are currently using Microsoft Dynamics with Trello on the side, but in a month we will switch to Salesforce and we would really like to continue using Trello for a specific branch of projects.

If it works, does anyone have any videos or screenshots? And is it the same Power Up used?

Br Alexander

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Iain Dooley
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September 24, 2021

@Alexander Åberg you need to create a custom automation for that. We've done that before using our BenkoBot platform:

http://www.benkobot.com/

It's a job for a coder, though, you have to write directly to the SalesForce REST API and set up OAuth2 and so on so it's non-trivial.

We can put you in touch of coders to do it for you if you would like.

Alexander Åberg
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September 28, 2021

Thanks Iain!
I hoped there was an easy way through Salesforce AppExchange together with a Trello Power Up.

So I have to return to you at a later date to see if this is realistic, we currently need it for one country only so I need to bring it up a few months after we go live.

Sofia Ougortsin
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January 19, 2022

Hi @Iain Dooley , thank you for your feedback!

We are exploring a PM tool that will be integrated with our Cases functionality on SalesForce. Monday.com offers it for Enterprise users, however, we'd like to know if this is a functionality that is offered by Trello as well. Can you please let me know if there is currently an easy to use integration that can sync the SF Cases to Trello?

 

Thank you so much!

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