Asana is a project management tool that helps you make every project a success. From product launches to digital transformations, it empowers teams to do great things efficiently. It is the easiest way to stay in sync, hit deadlines, manage team projects, and reach your goals.
This remote work tool connects all the work details in one place enabling teams to work together from anywhere in the world. From daily tasks to strategic initiatives, it helps teams orchestrate work by visualizing and mapping out each step.
Asana and Salesforce Integration
Salesforce API Integration with project management tool Asana helps you deliver delightful customer experiences by driving seamless collaboration through every stage of the sales cycle.
Connect Salesforce and Asana
- Available for Asana Business and Enterprise customers having a Salesforce Enterprise or Unlimited account.
- Optimized for Salesforce Lightning and is also compatible with Salesforce Classic.
Fetch projects from Asana into Salesforce
Step1: Authorize to Asana to use Named Credentials.
a. Create an app in your Asana account. Go to https://app.asana.com/0/developer-console and click on the New App button.
b. Go to Salesforce and create new Auth. Providers
For more information please refer asana API documentation
https://developers.asana.com/docs/oauth
c. Copy the Callback URL and paste it in the Asana app.
d. Create new Named Credentials
This will redirect you to the login page. After successful authentication, you can see the Authentication Status changed to Authenticated.
Step2: Create below class in Salesforce to fetch all the projects from Asana
For More Info – https://developers.asana.com/docs/projects
You can run the above class from the Developer Console.
Sample Response:
Conclusion:
Fetch all the projects from Asana into Salesforce with these simple steps. This integration will not only help you to plan, organize, and execute your projects but will also collaborate all your work in one place.
Try this simple yet powerful process and reach out to us if you require any help.
Happy coding! 🙂
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