In this article, you will learn how to install the integration and how the integration actually works.

You can install the Harvestr package in your Salesforce production and sandbox instances with the following links:

Last package version: 1.95.0 (updated on 03.05.2023)

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.

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:

Soon, you will also be able to synchronize Salesforce accounts and opportunity data in Harvestr and use them to prioritize your Discoveries.

All you need is the following:

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.

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:

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.

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.

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:

Feedback templates

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.

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.

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:

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 if strictly below 1.79.0, you can only upgrade your package by uninstalling the current version, and installing the new one.

If your currently installed package version is 1.79.0 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:

To uninstall the package, go to "Setup" in the top right corner and then to Apps > Packaging > Installed packages

Uninstall the Harvestr package by :

You will then get notified in Salesforce and by email that the upgrade has been completed.

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 my customers happier!

If you have requests or ideas about how we could improve our Intercom integration to fit your workflow better, shoot us a message!
To centralize all your product feedback, you can also have a look at our Email, Slack, Zendesk, Intercom, Freshdesk, and Zapier integrations.