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Search for Salesforce-Opportunities

I can link a Salesforce Opportunitie to Trello and then make the Link to Salesforce. That's great. I have a few questions:


1. is there a way, in can see in salesforce that there is a task in trello?
2. Or can I at least search for the opportunity account in Trello? For example, if I attach the opportunity to the company "Meier AG". Can I search for "Meier AG"? I have tried it - unfortunately without result.
3 Why can't I connect accounts?

Many thanks in advance for the answers and best regards

Sybille

1 answer

0 votes
Iain Dooley Community Leader Apr 04, 2019

@Sybille Infanger Doing this stuff would require a custom integration to be created. SalesForce and Trello both have good APIs (I've created custom integrations in the past, it's not too challenging). The SalesForce power up doesn't do anything other than display deal data on the card, it's not adding it to the card in any searchable way, that is, the content isn't present in Trello, it's just presented in Trello's interface by the power up.

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