Integrate & connect
Github with Salesforce

Integrating GitHub and Salesforce can be a game-changer for development teams. By connecting these two essential platforms, you can automate workflows, improve collaboration, and keep everyone in sync. But how exactly do you set it up? And what are the key benefits?

In this step-by-step guide, we'll walk you through the process of integrating GitHub with Salesforce. You'll learn the traditional manual approach, as well as a new, automated method using AI-powered tools like Bardeen. Get ready to supercharge your development process and impress your team with your integration skills!

Introduction

Integrating GitHub with Salesforce can be a powerful way to connect your development and customer relationship management processes. By linking these two platforms, you can streamline workflows, improve collaboration, and gain valuable insights into your projects and customers.

In this step-by-step guide, we'll walk you through the process of integrating GitHub with Salesforce using an AI automation platform like Bardeen. With Bardeen, you can set up automated workflows between GitHub and Salesforce in just a few minutes, without any coding required. You can also automate outreach and follow-ups for better efficiency.

Whether you're a developer looking to sync your GitHub issues with Salesforce cases or a sales team wanting to track customer interactions alongside code changes, this guide will help you get started with integrating these two essential tools. For more on how AI can help, check out automated lead management tips.

Why Integrate GitHub and Salesforce? Unlock Powerful Benefits for Development Teams

Integrating GitHub with Salesforce provides numerous advantages that can transform how development teams work. By connecting these two platforms, you can sync code changes and project updates automatically, enable Salesforce users to access GitHub data directly, automate workflows, and improve collaboration between developers and Salesforce admins.

Here are some key benefits of integrating GitHub and Salesforce:

• Automatically sync code changes from GitHub to linked Salesforce records, keeping everyone up-to-date
• Give Salesforce users direct access to GitHub data like commits, pull requests, and issues
• Set up automated workflows that trigger actions in Salesforce based on GitHub events, or vice versa
• Foster better collaboration by removing silos between development and the rest of the business

Integrating GitHub and Salesforce is particularly valuable for:

1. Development teams building on the Salesforce platform who need to keep Salesforce in sync with GitHub
2. Companies using GitHub for version control that want to surface that data in Salesforce
3. Businesses looking to automate DevOps processes with cross-platform workflows

The bottom line is that connecting GitHub and Salesforce helps development teams work more efficiently and effectively by automating manual tasks and information sharing. In the next section, you'll learn how to set up this game-changing integration quickly and easily.

Want to make GitHub and Salesforce integration even easier? Download Bardeen and start automating your workflows with just a few clicks.

How to Easily Set Up GitHub Salesforce Integration with Bardeen's No-Code Platform

The simplest way to connect GitHub and Salesforce is by using Bardeen's AI automation platform. With Bardeen, you can integrate your GitHub and Salesforce accounts, then use the intuitive workflow builder to create automated processes in just a few clicks - no coding required.

Follow these steps to get started:

1. Download Bardeen and Connect Your Apps

   First, download the Bardeen browser extension. Once installed, open Bardeen and connect your GitHub and Salesforce accounts. Bardeen securely authenticates with each platform and lets you set granular permissions.

2. Build an Automated Workflow

   Open Bardeen's workflow builder and choose the trigger event from either GitHub or Salesforce. For example, "When a new pull request is opened." Then add the action step, like "Create linked record in Salesforce." Map the fields you want to sync, set any filters or conditions, then activate the automation.

3. Test and Refine

   With the workflow active, test it out by triggering the start event. Bardeen will run the automation in real-time. Check that the data synced as expected in Salesforce. You can easily edit the workflow to adjust field mappings, add steps, or make other changes as needed.

Bardeen's approach is much quicker and easier than setting up a manual GitHub Salesforce integration. By leveraging AI and no-code automation for sales, any team can connect GitHub and Salesforce in minutes, without developers or IT.

In summary, Bardeen provides a no-code solution to integrate GitHub and Salesforce. The visual interface makes it simple to build powerful automated workflows between the two platforms. Next, let's look at some specific integration use cases and examples.

Automating Development Workflows: GitHub Salesforce Integration Examples

Connecting GitHub and Salesforce opens up many possibilities to automate development processes. Here are a few common use cases for integrating GitHub with Salesforce:

1. Syncing Commits to Salesforce Tasks

   A popular automation is to sync GitHub commits with Salesforce tasks. Whenever a developer pushes new code, Bardeen can automatically create a linked Task record in Salesforce. This helps managers and stakeholders stay updated on development progress without leaving Salesforce.

2. Updating Salesforce Records from Pull Requests

   Another useful integration is linking GitHub pull requests to Salesforce records. For example, when a new PR is opened, Bardeen can find the associated Opportunity or Account, then update a custom field with the PR details. This gives the sales team real-time visibility into feature development.

3. Triggering CI/CD from Salesforce

   Integration also allows actions in Salesforce to trigger events in GitHub. For instance, changing an Opportunity stage to "Closed Won" could kick off a production deployment via a GitHub Action. Bardeen makes it easy to set up event-driven workflows that connect Salesforce and GitHub.

The possibilities are virtually limitless. By integrating GitHub and Salesforce, teams can build custom workflows tailored to their unique development processes. Bardeen's library of pre-built templates provides a starting point with lots of ideas.

The core benefit of connecting GitHub with Salesforce is aligning development with the rest of the business. Automating information sharing between the two systems enables everyone to work more efficiently and effectively together. Next, we'll recap the key takeaways from this guide.

Bardeen can help you integrate Google Drive with other apps to automate your workflow and save time.

Conclusion

In this step-by-step guide, you learned how integrating GitHub and Salesforce can be a game-changer for development teams working on the Salesforce platform. The key benefits of connecting these two systems include:

• Enabling seamless syncing of code changes and project updates
• Giving Salesforce users direct access to GitHub data
• Automating workflows between the two platforms
• Fostering better collaboration between developers and Salesforce admins/users

You also discovered how Bardeen makes it incredibly easy to set up GitHub Salesforce integration. Using Bardeen's no-code automation platform, you can connect your accounts and build powerful workflows in just a few clicks - no technical expertise required.

We walked through several common use cases and examples, such as syncing commits with Salesforce tasks, updating records from pull requests, and triggering deployments from Salesforce. These are just a few of the countless ways you can integrate GitHub and Salesforce to match your team's unique development processes.

By connecting GitHub and Salesforce, you can break down silos, automate manual work, and keep everyone in sync. Development teams can focus on shipping great features while staying closely aligned with the rest of the business. It's a win-win.

Ready to get started? Sign up for Bardeen and begin integrating GitHub with Salesforce today. Your team (and your workflow) will thank you.