How To Set Up Savio’s Salesforce Integration

Salesforce is an extremely powerful CRM. Savio’s integration with Salesforce allows you to pull in customer attributes from Salesforce so that you can slice and dice your feature requests by those attributes. It also lets you see any Contact or Account’s Feature Requests inside Savio.  In this article, we’ll run through how to set the integration up.

We’ll cover:

• Why set up the Salesforce integration?
• Integration prerequisites
• How to set up the Salesforce integration to bring in contacts, accounts, and attributes
• How to track feature requests from Salesforce into Savio
• How to see customer Feature Requests inside of Salesforce

Why set up the Salesforce integration?

There are two primary reasons you would want to connect your Salesforce account with Savio.

• Your contacts, accounts, and their attributes live in Salesforce. Integrating with Savio lets you connect your customers and their information to the feedback and feature requests they give you. You can slice and dice your feature requests by those attributes to make better product decisions.
• The integration also lets you see all the feedback given by your contacts and accounts inside of Salesforce.

Integration prerequisites

To use the Salesforce-Savio integration, you’ll need some permissions on both ends.

• Savio account plan: You must be on a Savio plan that includes the Salesforce integration. If you’re not already, sign up for a free trial.
• Salesforce account plan: To use the Savio integration with Salesforce, you have to be on a Salesforce account that has access to the REST API. This comes built into Salesforce’s Enterprise and Unlimited plans. You can also use the Professional plan as long as you have purchased the “Web Services API” add-on.
• Salesforce user permissions: The individual user who sets up the Salesforce integration will also need permissions to link OAuth apps to their Salesforce account. To find out if you have the right Salesforce user permissions, do the following:

1. Log into Salesforce. Click the gear in the top right corner and choose “Setup”. In the left-hand menu, select the “Users” dropdown and click “Users”. Then find your name in the list of users and click on the profile associated with your account.

2. Scroll down to the “General User Permissions” section and check that “Manage Connected Apps” is checked. If it isn’t, you won’t be able to connect to the Savio integration. To get this permission, get in touch with your Salesforce system administrator.

Read more about permissions in Salesforce support documentation: Manage OAuth-Enabled Connected Apps Access to Your Data

How to Set Up the Salesforce Integration for Selective Attribute Import

Savio's enhanced Salesforce integration provides the flexibility to selectively import only the attributes you need, making your data management more efficient and relevant. Follow these detailed steps to customize your attribute import:

1. Navigate to the “Integrations” page in Savio.

2. Find and click the “Connect Salesforce” button.

3. Log into Salesforce and authorize access for Savio to complete the integration.

4. Access Settings for Attributes. Navigate to the 'Settings' section in your Savio dashboard. Look for 'People and Company Attributes.' This section will display all the attributes available for import from Salesforce. In the 'People and Company Attributes' section, you will see a comprehensive list of potential attributes from Salesforce.

5. Selective Attribute Import. Instead of importing all attributes by default, you can handpick the ones you need. For example, if you require the 'Annual Revenue' attribute, simply find it in the list, select it, and click 'Import'.

Tip: Be mindful of the attribute type. Numeric attributes (like ARR) are quantifiable and can be summed up across customers. In contrast, textual attributes (like 'Plan') are not numerically aggregable but provide valuable categorical data.

Note: You also have the option to rearrange the order of the attributes:

• Adjusting Order: This can be done within the same 'People and Company Attributes' section. The order you set will be reflected in various parts of the Savio interface, including feature request filters and the user info bar.

That’s it! When you set up the integration the first time, your contacts, accounts, and objects in Salesforce will be brought into Savio immediately. They’ll be called “People”, “Companies”, and “Attributes”, respectively. You’ll also get an email confirming the import.

You’ll also see these new attributes on your “People and Company Attributes” page.

6. Viewing Imported Attributes. Once imported, these attributes will be automatically incorporated into relevant areas of Savio:

• In Filters: The selected attributes will be visible in the filters for easier segmentation and analysis.
• In User Info Bar: The attributes will also appear in the user info bar under each user profile, providing quick insights.

Related: Learn more about Attributes.

If you want to slice and dice Feature Requests by one of your newly-imported attributes, you can show it in the Feature Request filters.

Related: Learn more about feature requests.

You can also choose to see your SFDC attributes on the user information bar within a piece of feedback.

Note: Once you set up the integration, any changes you make to contacts, accounts, and objects in Salesforce will automatically be brought into Savio, but they may take up to 24 hours to appear.

How to track Feature Requests from Salesforce

You can use the Savio Chrome Extension to log feedback that’s kept in Salesforce into your Savio feedback vault. Here’s how to do it:

Read more: Salesforce Feedback Management: The Best Way to Track Customer Feedback and Feature Requests from Salesforce

How to see customer Feature Requests inside of Salesforce

You can configure Salesforce to display your customer feature requests right inside your Salesforce account, like this:

For example, imagine Sally from Acme Corp sends you a Feature Request. You add it to Savio and assign it to her (Sally and Acme Corp were pulled in when you connected Savio to Salesforce).

With the setup we’re about to show you, you can see Sally’s Feature Request right in the Acme Corp Account inside Salesforce. You’ll find it in the “Details tab”, under “Product Feedback”:

The feedback and Feature Request will look like this:

Set up Salesforce to show feedback from Savio

In this section, we’ll show you how to set up that connection to see feedback from Savio in your Salesforce account.

1. Log into Salesforce and install the appropriate package. Click the appropriate links depending on which environment you’re installing Savio into.

• Production environment: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3h0000045qXY

• Sandbox environment: http://test.salesforce.com/packaging/installPackage.apexp?p0=04t3h0000045qXY

2. Select “Install for All Users” and then click “Install”.

3. Select “Yes, grant access to these third-party web sites” and click “Continue”.

4. Grab your Savio API Key. You’ll find it in the “My Settings” page in Savio.

5. In Salesforce, navigate to the “Setup” page. Then select the “Custom Code” dropdown in the left-hand menu and click “Apex Classes”. Find “SavioAcountController” and click “Edit”.

6. Scroll down to the API key. Replace the text “CHANGE ME TO YOUR API KEY” with the API key you grabbed in step 2. Then click “Save”.

Update account layout to display feedback

We’ve just connected Savio and Salesforce so you can see feedback from Savio right from Salesforce. Now we’re going to update the account page layout so it’s easy to see your feedback right from an account page. Here’s how to do it:

1. Click the gear icon in the top right corner and click “Setup”. In the left-hand menu, select the “Objects and Fields” dropdown menu and then click “Object Manager”.

2. Click “Account”.

3. Click “Page Layouts”.

4. Click “Account Layout”.

5. Click “Custom Links”. Then drag the “Product Feedback” box down to the “Custom Links” section.

Now, when you open an account’s details, you’ll see “Product Feedback” included at the bottom.

Get started

Log in and head to your integrations page to get your Savio account hooked up with Salesforce. If you don’t have a Savio account yet get set up with a free trial. Or, if you’re not yet on a plan that includes the Salesforce integration, you can upgrade here.

Last Updated: November 30 2022