Salesforce Integration

Have you had any success with Salesforce Integration? Our end goal is to have Miro Cards populate in Salesforce, effectively making Miro Kanban function as a project managers that reports to Salesforce. Im at the stage where it’s asking me to install zapier, which gives me pause only because I spent the last 60 days pitching my boss on Miro, Now that they’re sold (hook line and sinker, they’re in love) I’m hesitant to push another subscription when the budget is pretty tight. Nevermind the fact that every time we’ve hired Salesforce specialists, it cost us a pretty penny with little no result.  

The ability to replicate a Dashboard or Report from SalesForce in a board in Miro.
 

• Often the Improvement ideas and other collaborative elements need to be viewed against some data, and Dashboards often are the missing info
• Ability for text based reports or single chart may also be of use
• All data updates based on refreshing the SF data when opened or in view, even a refresh manual in Miro to trigger would be OK.

Hey awesome Miro users!

Amen Teng here, Senior Product Manager at ServiceRocket, and I'm thrilled to connect with all you passionate Miro users out there!

Your recent insights into integrating Miro with Salesforce for Opportunity and Contacts have been incredibly insightful. We're currently cooking up something special – the Salesforce for Miro app.

Ever wished for an easier way to import Opportunities and Contacts as app cards? 🤔 Well, this app's got your back!

We're not keeping the fun to ourselves. YOU (yes, you!) are invited to be part of our Co-innovator Program. Join us here to get an early access of the app.

Got questions or just wanna chat about it? Drop a line below. Let’s make this app something we all love!

Hello, I’d like to resurface this one please. I’ve used Lucidchart’s Salesforce integration to great effect in the past, and would like to see a similar integration in Miro.

I’d like Salesforce contact and opportunity data to bi-directionally sync with Miro for our go-to-market team to more effectively map org charts and manage opportunities.

https://lucid.co/marketplace/d97f792f/salesforce
https://help.lucid.co/hc/en-us/articles/16355374757396-Integrate-Lucidchart-with-Salesforce-without-advanced-Enterprise-features

Thanks so much for taking the time to comment about this feature. We understand the frustration and appreciate your patience. Our team is reviewing this idea as it continues to be open for votes and comments.

For those coming across this idea, if you feel this would be helpful for you or your business, please be sure to vote for it and leave a comment about your use case to help our team scope this request!

Thank you,

Miro Community Team

@Robert Johnson can you tell me if this Zapier connection accomplishes this requested use case?

https://miro.com/marketplace/salesforce/

@MisterAlex - Unfortunately, I cannot. I have never used Salesforce or the app you have referenced.

@MisterAlex  Let’s have a chat on this. We might have what you asked for and I would like to demo it to you. You can book my time here: https://calendly.com/amen-teng/feedback , looking forward to speak with you.

Hey Miro Community!

Exciting news! It is here, we've developed a new app: Salesforce for Miro, that seamlessly imports Salesforce records directly onto Miro boards as an App Card, supporting Account, Opportunity, and Contact all in one place. Imagine how you can use that for account planning!

We're thrilled to announce that we're almost ready for launch. Currently, we're in the private preview stage and are looking for a few keen users to test it out. If you're interested in being one of the first to try it, please don't hesitate to contact me for access!

>> amen.teng[at]servicerocket.com

Looking forward to hearing from you!

Hi @Jeremy Pollack and @MisterAlex. Miro’s new Salesforce integration went live in the past week. You can watch this 4 minute demo video to see how the app works. 

You can install the app via the Miro Marketplace where you can also find relevant app documentation which shows how to configure the app. Thanks again for your feedback, and please let us know what you think of this integration - all feedback is appreciated as we aim to continually improve. Thank you! 

This is absolutely a step in the right direction. Great work @Horea Porutiu , @Amen Teng , and the whole Service Rocket team for releasing this. The demo video was excellent, and I’ll be sharing feedback to the ServiceRocket team at their Atlassian service ticket desk here.

Thank you!!!