Just installed the asana for salesforce integration. The documentation is kinda old, and only mentions process builder, which is going away, and we no longer use. Is there updated documentation using Flows?
I’m particularly having difficulty understanding what values to use when creating tasks, and where to get things like the project, user id, etc.
Thanks.
You may find this helpful. Asana for Salesforce integration user manual - Google Docs
@Gary_Kaltenmeier I just wrote this Asana Salesforce integration guide on how to sync tasks to Salesforce opportunities, tasks or contacts with Unito’s 2-way sync platform. In terms of documentation, it’s pretty concise! If not, let me know and I can revise it.
It’s a much more accessible integration option that allows you to build no-code flows with full support for custom fields very quickly and easily.
For Flows, you can map similar fields, but obtaining IDs like Project and User requires an API call or a lookup via custom fields. You might also consider using Skyvia for integration, which simplifies syncing Salesforce and Asana, automating task creation and ensuring proper field mapping without needing manual API lookups.