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How to Add the Salesforce Power-Up to a Trello Board

·2 min read
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This guide will show you how to add the Salesforce Power-Up to your Trello board, allowing you to track sales pipelines directly within Trello.

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Here's how to add the salesforce power-up to a trello board in Trello

  1. Access Your Trello Boards

    Begin by navigating to your Trello home screen and clicking on the "Boards" option located in the left sidebar. This will display all your available Trello boards.

  2. Open Your Desired Board

    From the list of boards, select and click on the specific Trello board where you intend to add the Salesforce Power-Up. This will open the board view.

  3. Open the Board Menu

    Once inside your chosen board, locate and click the "More" menu icon, represented by three dots, in the top-right corner of the screen. This action will open a dropdown menu with various board options.

  4. Navigate to Power-Ups

    In the opened board menu, find and click on the "Power-Ups" option. This will take you to the Power-Ups marketplace, where you can browse and add integrations.

  5. Add the Salesforce Power-Up

    In the Power-Ups marketplace, select the "HR & operations" category from the left sidebar. Scroll down until you find the Salesforce Power-Up and click its "Add" button to install it on your Trello board.

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Frequently Asked Questions

The "Boards" option is located in the left sidebar of your Trello home screen, typically near the top.