In this article, you will learn how to install the integration and how the integration actually works.
Package installation links
You can install the Harvestr package in your Salesforce production and sandbox instances with the following links:
Last package version: 1.97.0 (updated on 21/11/2023)
If you already installed a previous version of the package, you can either update it or, for some versions, you will need to uninstall the existing package and reinstall the new one.
Why a Harvestr x Salesforce integration?
Sales and success teams are gathering product feedback from customers and prospects on a daily basis.
To help you keep track of this valuable feedback and merge it with your other feedback channels, we have built a two-way integration that allows teams working in Salesforce to:
1. Create and push product feedback to Harvestr from Salesforce accounts, opportunities, leads, and contacts
2. Keep track of feedback status inside of Salesforce and have access to an individual roadmap for each customer
Soon, you will also be able to synchronize Salesforce accounts and opportunity data in Harvestr and use them to prioritize your Discoveries.
How to install the Harvestr x Salesforce integration?
All you need is the following:
the Salesforce Lightning edition
a Salesforce Admin account
a Harvestr Editor account
a Harvestr personal access token
1. Install the Harvestr package in Salesforce
To install the Harvestr package, use the link provided above. It will open the package installation page where you can choose for whom you want to install the integration. For practical reasons, we recommend you install the integration for all users.
You then need to tick the box "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program."
Then, click "Install".
The last confirmation window will open.
Tick the box "Yes, grant access to these third-party web sites" and press "Continue".
You will then get notified in Salesforce and by email once the package is installed.
2. Install the Harvestr Remote Site in Salesforce
After installing the package, go to Setup > Remote Site Settings to check if the Harvestr Remote Site has been added to your Salesforce organization.
If not, click on the "New remote Site" button and add the Harvestr Remote Site with the following parameters:
3. Adding the Harvestr Product Feedback widget to your Account, Contact, Lead, and Opportunity layouts
In Salesforce, you will land on a page with your Installed Packages.
After installing the package, you will be able to add the Harvestr Product Feedback widget to your Salesforce Account, Contact, Lead, and/or Opportunity pages. This widget will let your team send feature requests to Harvestr, and follow their status in Salesforce.
To add the Harvestr widget to a Salesforce Object: Account object example
You will now learn how to add the Harvestr widget to all your Salesforce Accounts pages. To add the widget to other Salesforce objects (Contacts, Leads, Opportunities), you must apply the same procedure.
Start by opening one of your Salesforce Accounts.
If you use a specific Account for your default Account layout, open this Account to add the Harvestr widget to all Account pages.
In the top right corner, click on the settings icon and on "Edit Page".
This will open the Lightning App Builder.
Scroll to the bottom of the left Components sidebar to the "Custom - Managed" section, where you will find the Harvestr widget.
Drag the " HarvestrOnAccount " object and drop it where you want on your Account page layout.
Once the widget is positioned as expected, click on the "Save" button in the top right corner.
To replicate this layout to all your Salesforce Accounts Pages, you need to ensure that the Account you are editing is your Organization's default Account and/or the default Account page for the specific Salesforce App where you would like to add the widget.
To verify that, click the "Activation" button next to the Save button.
If this Account is already your Organization's default Account, you can jump to step 3. Enter your Harvestr credentials in Salesforce.
If not, click "Assign this Account as Org Default" to replicate the layout to all Account Pages. If this is not the Account, you want to set as default, go to another Account of your choice and install the Harvestr widget there.
Once you have set up the current Account as Org default, click the Save button again.
If the widget is not displayed immediately, no worries. It will be displayed after you enter your Harvestr credentials in Salesforce.
For more information on the Salesforce Lightning App builder, please refer to the Salesforce documentation.
4. Enter your Harvestr personal access token in Salesforce
Go to your personal settings in Harvestr to generate a personal access token.
Copy the token, open the Salesforce App Launcher, and jump to Harvestr > Settings. Paste your token there and click "Connect to Harvestr".
Now that your Harvestr account is connected, you will see the integration's advanced settings appear below. We recommend you let these settings values on default for now and first reach out to us if you want to change anything with the integration.
From now on, the Harvestr widget will be displayed on your Salesforce Accounts, and you can start using it.
How to use the Harvestr x Salesforce integration?
1. Create feedback from Salesforce Objects and send it to Harvestr for the product team
To create new feedback and send it to Harvestr for the product team, click the New Feedback button on the widget. It will open a new window where you will be able to create Feedback by choosing:
Requester type: Choose whether you want to assign this feedback to a Salesforce account, lead, or contact. The default type will be the type of the Object which you are creating feedback from. IMPORTANT: by default, Salesforce Accounts will be matched with Companies in Harvestr, and Leads and Contacts will be matched with Users. When these Accounts, Leads, or Contacts do not already exist in Harvestr, new corresponding Companies and Users will be created in Harvestr.
Object name: chose the name of the Account, Lead, or Contact
Person's name and email: when you link feedback to a Salesforce Account, you can also link a Person to it. This person will be linked to the feedback and to the Account in Harvestr
Title: give an optional title to your feedback
Content: enter the feedback content. What is your customer asking for?
Tags: you can add optional tags to your feedback, by choosing among the list of tags that your team already created in your Harvestr inbox
To structure the feedback you get from Sales and Customer Success, you can define a default feedback template that will be pre-loaded when someone opens the feedback widget in Salesforce.
Templates can be created and managed from dedicated settings in Harvestr.
The default template for Salesforce can be defined in your Salesforce integration settings.
2. Follow Feedback status from Salesforce Objects
After creating new Feedback, you will be able to follow its status and the status of the Discoveries it is linked to. This information will be visible from the Feedback and Customer Roadmap tabs for each Salesforce Object that is linked to existing Feedback.
IMPORTANT: We will also match feedback and link Discoveries to your Salesforce Objects, even if this feedback has not been created from Salesforce.
The matching will be done by Accounts, Leads, and Contacts names. Let's say that you have a Salesforce Account called Account1 and that someone from your team creates new feedback in Harvestr and links it to the Harvestr Company called Account1. This feedback will also be linked to Account1 in Salesforce and will be visible from the Harvestr Product Feedback widget on this Account's page in Salesforce.
The Feedback tab
In the Feedback tab, you will see all the individual Feedback requests that have been created for this customer.
In Harvestr, feedback is then categorized into Discoveries by the product team. Discoveries are feature ideas or roadmap projects with a status in the roadmap.
To follow the status of a specific Feedback request, you must follow the status of the Discovery it has been linked to. You will find this information in the Customer Roadmap tab.
The Customer Roadmap tab
This tab displays a filtered version of the roadmap for one specific Salesforce object (Account, Contact, or Lead).
In the Customer Roadmap tab, you will see all the Discoveries that are linked to your Salesforce object with their titles, categories (Components), States, and other valuable information.
Closing the feedback loop with your team
In Harvestr, you can set up email notifications that will be sent to the teammates who send you feedback from Salesforce to keep them up to date. To set these notifications, go to the Salesforce integration settings in Harvestr.
Three types of notifications can be sent:
1) When feedback sent from Salesforce is read in Harvestr
2) When feedback sent from Salesforce is linked to a Discovery in Harvestr
3) When the linked Discovery is set to specific states
Here is what those notifications look like:
How to upgrade the Harvestr x Salesforce integration?
When we release bug fixes or new features for the integration, the updates will not be automatically added to your integration. To get these updates, you will need to upgrade the integration manually.
If your currently installed package version is strictly below 1.93.0, you can only upgrade your package by uninstalling the current version and installing the new one.
If your currently installed package version is 1.93.0 or above, you can upgrade the package without uninstalling the previous one.
To install the latest version of the integration, follow the most recent package installation link (see above). It will open the package upgrade window, where you need to click upgrade and follow the steps.
You will then get notified in Salesforce and by email that the upgrade has been completed.
IMPORTANT: if the upgrade is failing, it means that you will need to reinstall the package to upgrade it. Here is how you can reinstall the package:
How to reinstall the Harvestr x Salesforce integration?
1. Uninstall the package
To uninstall the package, go to the Salesforce "Setup" in the top right corner and then to Apps > Packaging > Installed packages
Uninstall the Harvestr package by :
clicking on uninstall
choosing to "save a copy of this package's data for 48 hours after uninstall."
ticking the following confirmation box: "Yes, I want to uninstall this package and permanently delete all associated components."
You will then get notified in Salesforce and by email that the upgrade has been completed.
This will only uninstall the Harvestr feedback widget in Salesforce. It won't uninstall the Salesforce data synchronization features, which are set up independently.
2. Install the package
Follow the installation instructions above.
Thanks to Harvestr, I can easily turn customer feedback from Sales and Success teams into prioritized features that will make your customers happier!