How to integrate Salesforce with Backlog to register issues in Backlog with one click from the Salesforce record detail page

・Integrate Salesforce and Backlog with My Apps

(1) First, connect Salesforce to My Apps.
After logging into your Yoom account, click "My Apps" on the left sidebar and search for Salesforce from "New Connection".

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(2) The Salesforce app icon will appear, so click on it.

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(3) You will be redirected to the Salesforce login screen, where you should enter your "Username" and "Password" and click [Login].
This completes the connection to Salesforce.
For information on how to register Salesforce with My Apps, please check this page.
* Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set with Flowbot will result in errors, so please be careful.
* Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

(4) Next, integrate the Backlog app.
Select Backlog in the same way as registering Salesforce with My Apps.

(5) Enter the domain information you want to connect and click [Add].

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(6) On the subsequent screen, click [Allow] for Yoom access to complete the connection.

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After clicking, you will be taken to the My Apps screen of your Yoom account with both apps added.
This completes the connection of the two apps to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are three setup flows.

・Check the Chrome Extension Trigger

(1) First, check the Chrome extension that will be the trigger.

・For instructions on setting up a trigger using the Chrome extension, please refer to here.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Register issues in Backlog with one click from the Salesforce record detail page".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) Click on the "Launch from Custom Object Record" icon of the Chrome extension, which is the first action.

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(3) The red part of the above image states "Install the Chrome extension from here".
To use the Chrome extension trigger, please check the page here.
If you have not installed the Chrome extension, please install it from here.

(4) After completing the Chrome extension setup, enter the account information to link with Salesforce and click [Next].

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(5) On the next screen, enter information in the fields such as "My Domain URL" and "Custom Object API Reference Name" according to the annotations.

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(6) Enter the URL of the page to be tested in the "Sample URL of Launch Page" and execute [Test].
After a successful [Test], click [Save] if there are no issues.
In this step, you can obtain information as output as shown below.
The output information can be referenced and utilized in subsequent steps, as noted in "This value can be used in other operations."

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* The extension can also be installed from the top right of the template.

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(7) Next, click on the second action "Retrieve Record Details".

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(8) On the next screen, confirm that the account information for integration is entered and enter information according to the annotations in "Database Integration".
After entering information in "My Domain URL", click the input bar for "Object API Reference Name" to reference information based on the URL.
Select information from 'Candidates' or enter information as desired, then click [Next].

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(9) On the next screen, configure the settings to retrieve record information from the database.
As an example, specify 'Lead ID (Id)' in "Conditions for the record you want to retrieve", set the condition to 'Equal', and set the information that matches the condition to 'Record ID' (using output).

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(10) After entering, click [Test] and if there are no issues, click [Save].

・Setting to Register Issues in Backlog

(1) Finally, click on the third action "Add Issue".

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(2) Enter the account information for integration and click [Next].

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(3) On the next screen, enter information in fields such as "Domain" and "Project ID to Register Issue".
When you click the input bar, content based on the linked account will be expanded in 'Candidates', allowing you to select information from there.

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(4) "Issue Subject" and "Issue Details" can reference outputs obtained from the previous steps.
As an example, the [Title (title)] obtained from the second step is referenced in "Issue Subject".

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(5) "Issue Priority" can be selected from the dropdown according to your operation.

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(6) After entering information in other required fields, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn ON the Trigger and Check Operation

By clicking the red frame part "Turn ON Trigger" on the screen below, the flow bot will start automatically.

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The template used this time is here

Other Automation Examples Using Salesforce and Backlog

There are other examples of automation using Salesforce and Backlog on Yoom, so here are a few introductions.

Add an Issue to Backlog When Salesforce Opportunity Information is Registered

This is a flow where an issue is added to Backlog when new opportunity information is registered in Salesforce.
Since the registered information in Salesforce is directly reflected, it is possible to maintain data accuracy.

Add to Backlog When a ToDo Object is Registered in Salesforce

This is a flow bot that automatically adds tasks to Backlog triggered by the registration of a ToDo object in Salesforce.
It clarifies who registered what ToDo and when, leading to enhanced collaboration among team members.

Add a task to Backlog and notify Talknote when Salesforce opportunity information is registered

Automation can save the effort of operating individual apps and potentially streamline business operations.
Tasks are automatically added to Backlog and notifications are sent via Talknote, which may help prevent information sharing omissions.

Benefits and Examples of Integrating Salesforce with Backlog

1. Simplification of Operations

By performing operations from the Salesforce record detail page, issues are automatically registered in Backlog, potentially eliminating the need to switch between multiple systems.
For example, in traditional workflows, there was the hassle of copying information from Salesforce and pasting it into Backlog.
By implementing this automation flow, tasks that took several minutes can be completed with a single click, potentially reducing the number of work steps.
Since issues can be registered directly in Backlog from Salesforce, it may also help reduce the burden on the person in charge.

2. Reduction of Errors in Information Registration

When manually transferring information, there is a risk of unintentional input errors or omissions.
By automatically reflecting the data managed in Salesforce directly into Backlog, such human errors might be suppressed.
For example, by automatically reflecting customer company information from Salesforce into Backlog, the likelihood of preventing troubles due to omissions in registering necessary information increases.
This can also lead to improved work accuracy.

3. Shortening of Lead Time

By recording urgent matters in Salesforce and quickly registering tasks in Backlog, the time for sharing with the team and resolving issues might be shortened.
For example, in traditional workflows, when receiving a request to revise a help page, the person in charge had to look up the relevant company information in Salesforce and manually register the issue in Backlog based on that information, which took time before requesting the development team.
By incorporating this automation flow, issues can be registered in Backlog simply by operating from the relevant record page in Salesforce.
Tasks can be created without accessing Backlog, and by reducing the time spent on information verification and transcription, speedy responses can be realized.

Conclusion

By incorporating the integration of Salesforce and Backlog introduced here into daily operations, issues can be automatically registered in Backlog with just one-click operations from the Salesforce record detail page.
With the automation of registration tasks, it is possible to suppress input errors and delays in response, achieving accurate data management.
As a series of tasks are carried out swiftly, it may become a useful tool for smoothly conducting subsequent tasks that require speedy responses, such as system modifications or help page revisions.
Be sure to utilize Yoom to experience automation through app integration.