Lead generation, follow-up, and admin tasks keep sales teams engaged. Most reps are multitasking multiple profiles at the same time, dealing with lead qualification, pre-deal support efforts, customer kick-off calls, demo preparations, contract-to-cash processes, post-deal onboarding activities, and much more. The Asana for Salesforce integration adds value to organizations by allowing your sales teams to collaborate efficiently with other cross-functional team members throughout the sales cycle, allowing deals to close faster. It also automates the handoff between the Sales and Post-Sales/Implementation teams, reducing manual work and increasing simplicity.
Asana knowledge is beneficial.
Salesforce knowledge is required.
An account on Asana.
A Salesforce account with administrative rights.
Let's get started with the integration process;
Asana for Salesforce Connector Installation
Download the Asana for Salesforce package for your instance to integrate Asana with Salesforce. To do so, go to the official Salesforce AppExchange site and use the search bar at the top of your screen to look for the ‘Asana for Salesforce’ package. Select ‘Get it now by clicking the link. The access permissions can now be chosen from three options: only admins, particular users, and all users, in a new dialogue box that will now open. Click on install after selecting your preferred option.
Asana's setting page component for your Salesforce instance must be added to your Visualforce page in order to begin integrating Asana with Salesforce Classic. Log in to Salesforce Classic with your login information, such as your username and password, to add the component.
Constructing a Visualforce Page layout with the Asana Setting Component
After logging in, navigate to the setup page and use the search box on the left to look up 'tabs.' Create a new Visualforce tab by selecting the tabs option.
Now, the Visualforce setup window will appear. Choose the Asana settings page option from the page drop-down list by clicking on it. Click next after providing a distinctive name and tab style for your new page.
The Salesforce Home Page will now include an Asana Setting Component
The Asana settings page can also be added to your Salesforce home page. Visit the setup page and use the search box on the left to look for ‘home’ to accomplish this. Create a new CTA in the custom components section by selecting the ‘home’ option, ‘home page components,’ and finally ‘option.’
A different name, such as ‘Asana Settings,’ must be provided in order to build your component. Choose the ‘Visualforce Area’ component type.
Put your login information, such as your username and password, into Asana to access your account.
For Asana to be integrated with Salesforce Classic, follow these instructions:
Integrating Asana with Salesforce Lightning
You can link your Asana account to Salesforce without creating the component if you use Salesforce Lightning (Required for Salesforce Classic). Log in to Salesforce with your credentials, such as your username and password, to do so.
After logging in, click the app launcher in the upper right corner. Search for and select the Asana app to be taken directly to the Asana Settings page.
Log in to Asana using your credentials, such as your username and password, to successfully link your account to Salesforce.
This is how Asana integration can be configured to connect Asana to Salesforce Lightning.
Choosing a Workspace in Asana and Adding Components
After successfully connecting your Asana account to Salesforce, you'll be taken to the Asana Settings page, where you'll find a 3-step guide to completing your Asana to Salesforce integration.
You must now pick an Asana Workspace. To do so, go to the advanced settings panel on the right and click the pencil symbol to select an Asana Workspace. Make sure to select an Enterprise or Business Tier workspace when choosing a workspace.
After selecting the workspace, you must add the Asana for Salesforce component to the object record page for both task and project views.
Configuring Salesforce Classic Workspace and Components
If you want to add it to your Salesforce Classic object record page, go to the setup option and select the build option. Select opportunities from the build menu, then page layout.
Select the ‘Visualforce Pages’ option from the opportunity layout box in the left sidebar. Drag the Asana opportunity box to any position in the green box that appears on your screen.
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Salesforce Lightning Workspace and Component Configuration
To add it to your Salesforce Lightning object record page, navigate to the gearbox and select the edit page option from the drop-down list.
Select the lightning components option from the sidebar on the left. Navigate to custom in the lightning component option list and manage custom options.
Choose Asana task and project as the managed package and business as the unmanaged package.
You must now drag and drop the package onto your screen, creating a green box. After you've added it, click Save to activate your changes. The activation page will now appear; click the 'Assign as org' option to save your settings. Here you go, this is how you integrate Asana with Salesforce.
If you are looking to make your day-to-day tasks easy, efficient, and productive, this No Code integration is the right fit for your company and organization. Let our expert team at Apphienz guide you throughout the integration and implementation process. Visit our website for more information and get in touch in case of any further queries.