How to integrate Salesforce with Backlog to register an issue in Backlog when a deal is closed in Salesforce.

Backlog is a convenient tool that allows for visualization of work and prioritization of tasks, facilitating smooth project progress.
However, if you manually register issues in Backlog every time a deal is closed in Salesforce, it becomes cumbersome and increases the risk of input errors and missed issue additions.
Moreover, the more manual work there is, the more it can affect other tasks, potentially lowering the overall efficiency of the team.
This article explains the benefits of integrating Salesforce with Backlog and the basic flow of automation.

Recommended for

The content introduced this time is recommended for the following people!

・Those who use Salesforce and Backlog and find duplicate data entry cumbersome
・Those who want to streamline information sharing between multiple tools and aim to improve work speed
・Those who manage deals in Salesforce and want to streamline project handling using Backlog

Benefits and Examples of Integrating Salesforce and Backlog

Benefit 1: Reduce Effort with Automatic Registration

By automatically registering issues in Backlog when a deal is closed in Salesforce, information related to the deal can be shared smoothly, and an improvement in work efficiency can be expected.
Automation allows information to be registered quickly, smoothing the workflow and potentially promoting team collaboration.
For example, when the sales team closes a new deal and manages the project in Backlog, automatic registration eliminates the need for manual entry, allowing sales representatives to secure time to work on the next deal.
Additionally, project managers can quickly check order information and move on to the next task, making the workflow smoother.

Benefit 2: Quick Sharing of Deal Progress

By automatically registering issues in Backlog when a deal is closed, an environment is created where all members involved in the project can check the progress information of the deal in real-time.
This increases the speed of information transmission to stakeholders, making it more likely that preparations for the next action within the company can proceed smoothly.
For example, the project management team can quickly arrange necessary resources and give specific work instructions to stakeholders based on the automatically registered issue information. This system allows the entire team to prepare efficiently and potentially launch projects quickly.
Moreover, smooth information sharing reduces the hassle of manual communication and follow-up.

Benefit 3: Prevent Mistakes and Omissions in Customer Information

Manual data entry is prone to human error, but by integrating Salesforce and Backlog, customer information and deal details are automatically registered from Salesforce to Backlog, eliminating the need for manual entry and improving information accuracy.
Additionally, even in projects involving multiple stakeholders or departments, the latest customer information can be easily checked, making it easier to prevent communication errors and information deficiencies.
For example, if customer support receives an inquiry from a customer, having accurate information registered in Backlog allows support staff to quickly grasp the issue, improving the accuracy and speed of customer response.

In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please check out First Time with Yoom.

[What is Yoom]

How to Create a Salesforce and Backlog Integration Flow

This time, we will create a flow of [Registering an Issue in Backlog When a Deal is Closed in Salesforce].
This can eliminate manual task registration and potentially improve the efficiency of the person in charge.

The integration flow is broadly created through the following processes.

・Register My Apps with Salesforce and Backlog
・Set up a trigger that activates when a record is registered or updated in the Salesforce opportunity object
・Set up to register issues in Backlog
・Testing and verification

Step 1: My App Integration with Salesforce and Backlog

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account issuance page.

1. After logging in, click on My Apps and then click on New Connection.

2. You can search by app name from the input field.
In this case, search for and register Salesforce and Backlog respectively.

3. Once registration is complete, a message saying "My Apps have been registered" will appear.
The icons for Salesforce and Backlog will be displayed, so please confirm.

For detailed instructions on registering My Apps with Salesforce, please refer to the following link.
How to Register My Apps with Salesforce
If you encounter errors during app integration with Backlog, please refer to this guide.

Please note that 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 in 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.

For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template and Preparing the Storage Location

Please click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up a trigger to activate when a record is created or updated in the Opportunity object in Salesforce

1. First, click on "When a record is created or updated in the Opportunity object" at the top.

2. Set the title as you like.
Enter the account information to connect with Salesforce.
Select "When a record is created or updated in the Opportunity object" as the trigger.
Once you have finished entering, click "Next".

3. Set the trigger activation interval.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
Once the settings are complete, perform a test and save if there are no issues.

4. Next, click on the "Command Operation" icon.

5. The command operation is pre-configured.
Make changes as necessary.
Save if there are no issues.

Step 3: Setting up to register an issue in Backlog

1. Return to the flow.
Finally, click on the "Add Issue" icon.

2. Enter the account information to connect with Backlog.
Select "Add Issue" as the action.
Once you have finished entering, click "Next".

3. Set each item.
Be sure to enter the required fields.
When you click on the input field, the output obtained earlier will be displayed, so use it as needed.
Once the settings are complete, perform a test and save if there are no issues.

4. This completes the flow of [Registering an issue in Backlog when a deal is won in Salesforce].

Step 4: Testing and Verification

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Yoom can be used easily without programming knowledge.
With simple operations that are friendly to beginners, anyone can master it easily.
Try this convenient flow from the link below.

Examples of Other Automations Using Backlog and Salesforce

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

1. This is a flow where a ToDo object registered in Salesforce is added to Backlog.
‍By utilizing this template, the addition of tasks to Backlog is automated, triggered by the registration of a ToDo object in Salesforce.
This may facilitate smoother information sharing within the team and enable efficient tracking of project progress.
Moreover, by clarifying the registrant and content of the ToDo, it will likely contribute to strengthening collaboration among team members.

2. This is a flow to add a task to Backlog when Salesforce opportunity information is registered.
‍ By using this template, the addition of tasks to Backlog is automated when Salesforce opportunity information is registered.
Since the opportunity information is automatically reflected in Backlog, it becomes easier for all stakeholders to share the latest information.

3. This is a flow to register an issue in Backlog with one click from the Salesforce record detail page.
‍ By using this template, you can register an issue in Backlog with one click from any Salesforce record detail page.
By simplifying issue registration, sales and support departments will be able to quickly share cases and inquiries as issues.

Summary

By integrating Salesforce with Backlog, when a deal reaches the order phase, a task is automatically added to Backlog.
This reduces the effort required for manual task registration by the person in charge, allowing them to focus more on other tasks.
With Yoom, you can efficiently implement automation without any special knowledge.
A variety of templates are available, making it recommended for those who feel uneasy about their first automation.
Why not aim for a smarter workflow by utilizing Yoom?