PPM Express + Salesforce

PPM Express + Salesforce integrations

Create PPM Express ideas from newly won Salesforce opportunities

Potential deals can be tracked with Salesforce opportunities. Once an opportunity is won, you'll want to work with it further and gather the data and insights to determine if the deal is feasible to become a project. This integration will add each new won opportunity as an idea in PPM Express, where it can be further planned, estimated, voted, and approved or rejected.

When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Create IdeaCreate new Idea
ActionWrite

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More things you can do with Salesforce and PPM Express

Discover other triggers and actions you can use with Salesforce and PPM Express

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Idea Created
Triggers when a Idea is created.
Trigger
Instant
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Idea Updated
Triggers when a Idea is updated.
Trigger
Instant
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Key Date Deleted
Triggers when a Key Date is deleted.
Trigger
Instant
Try It
Project Created
Triggers when a Project is created.
Trigger
Instant
Try It
Project Updated
Triggers when a Project is updated.
Trigger
Instant
Try It
Task Deleted
Triggers when a Task is deleted.
Trigger
Instant
Try It
- Name
  Required
- challenge Id
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Project Id
  Required
- Task Id
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Search
- Project Id
  Required
- Task Id
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Idea Deleted
Triggers when a Idea is deleted.
Trigger
Instant
Try It
Key Date Created
Triggers when a Key Date is created.
Trigger
Instant
Try It
Key Date Updated
Triggers when a Key Date is updated.
Trigger
Instant
Try It
Project Deleted
Triggers when a Project is deleted.
Trigger
Instant
Try It
Task Created
Triggers when a Task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
- Name
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
- Stage
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search

About PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.

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Related categories

Product Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Turn lost Salesforce opportunities into PPM Express ideas

Create PPM Express projects for newly-updated opportunities in Salesforce