Use this link to share with your colleagues:
Trello's Salesforce Power-Up: https://help.pm.leapevent.tech/a/646540
App Details
Pricing:
The Salesforce Power-up for Trello is available at no additional cost. Trello's pricing allows for one Power-Up per board at their Free level, but if you want to connect more apps to Trello or use other advanced features, the Business Class pricing is $10 per user/month, when paid annually (rates subject to change).
Good for:
People at your organization who are already using Trello to manage their projects, of course. And if no one is, they should be! Trello would be great for major donor stewardship projects, special event planning, season launch planning, coordinating a move, on-boarding new staff members, as well as day-to-day department projects and to-do lists.
How it works:
The Salesforce Power-up for Trello lets you add Contacts or Opportunities (Donations) records directly to a Trello card so you can see key details about a record without leaving Trello.
Useful Links
- Learn more about Trello here.
- Getting Started With Trello
- Learn more about Trello's Salesforce integration here.
- Salesforce Power-Up user guide
Once the Power-Up has been enabled for your board, you can access it from any Trello card
You'll search for your Contact or Donation records
Add them to the card, to bring in key pieces of information to the card so you don't have to flip back and forth between PatronManager and Trello.
