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Salesforce Integration

Import customer accounts & attributes from Salesforce (Early Access) for Dynamic Segmentation

Enrich Customer Insights

Enrich Customer Insights

Connect insights to your critical customer data and attributes, imported from Salesforce. Enable a comprehensive view of your customers and their needs.

Create Dynamic Segments

Create Dynamic Segments

Create rule-based dynamic customer segments, automatically updated based on a set of rules you define (e.g., Enterprise customers with ARR > $100k).

Prioritize Features

Prioritize Features

Use and sort the segments column (by importance to segment or user impact score) to understand and quickly prioritize the most strategic features for your target segments and their needs.

Integrate with Salesforce to import valuable company data and associated attributes into Productboard, where you can analyze them with inputs from many sources.

This native Productboard integration enables the systematic capture of critical customer data, ensuring stakeholders’ voices and trends inform product decisions. Through dynamic segmentation, using the Salesforce Integration, product managers can analyze relevant customer feedback, understand critical needs, and quickly prioritize the most strategic features for target segments.

How to integrate Productboard with the Salesforce

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