How to Configure Organization Custom Fields and Show Salesforce Details Requirements: To get started, you will need the following: Note: A Chisel account with contributor access can’t proceed with any integration process. Learn more about the Chisel user roles. Related Articles: Salesforce Integration
Author: Saniya Pegado
How To Add Custom Fields to Ideas in Idea Box
How To Add Custom Fields to Ideas in Idea Box This article covers: How to Access Custom Fields in Idea Box? Pro tip: You can access the ‘Configure’ button in the roadmap pillar as well as from the ‘workspace’ in the left navigation bar under ‘All Configurations.’ Types of Custom Fields There are six types…
Idea Box CSV Import
Idea Box CSV Import This article covers: Need to import ideas into your workspace from spreadsheets, business systems, or databases via the CSV(Comma Separated Value) file format? We got the exact tool for fulfilling that purpose. Chisel’s Idea Box CSV import tool lets you populate your workspace with data and ideas and prioritize them. Requirements: …
How To Use Custom Columns
How To Use Custom Columns This article covers: As the name suggests, custom columns are those that you can customize as per your requirements. Custom columns are handy numerical and categorical fields that allow you to add various additional data or information attached to the features in the roadmap. Custom columns are criteria that let…
How to Forward Emails Into Chisel as an Idea Using MS 365 Outlook
How to Forward Emails Into Chisel as an Idea Using MS 365 Outlook This article covers: If you’re already using Microsoft 365 Outlook, follow the steps below to create an email address that your users or colleagues can use to send feedback to your Chisel workspace. Requirements: To get started, you will need the following:…
How to Forward Emails Into Chisel as an Idea Using G Suite
How to Forward Emails Into Chisel as an Idea Using G Suite This article covers: G-suite is the google app designed for businesses. Therefore, if you, as a product manager use the G-suite, then having a singular email address that anyone can use to send feedback directly to your Chisel workspace, is a must. Follow…
HubSpot Integration via Zapier
HubSpot Integration via Zapier This article covers: If you’re already using HubSpot to capture feedback, Chisel’s HubSpot integration via Zapier is the perfect tool you can use to import the data into Chisel. In this case, we will import ideas via a new custom property in Contacts in HubSpot. Requirements: To get started, you will…
How To Publish Features From the Feedback Portal
How To Publish Features From the Feedback Portal This article covers: Planning to work on or are already working on a feature and wish to get feedback from your customer(s)? We got the right tool for that. Our Feedback Portal’s publish feature tool lets you share the feature and get relevant feedback and other comments. …
Email Integration
Email Integration This article includes: Ideas can strike anyone at any time; we’ve heard this phrase time and time again. Be it ideabox or any other tool, capturing ideas has become easier. However, if you discuss an email thread about certain ideas, how do you get them imported into your Chisel workspace.? Email integration at…
Salesforce Integration
Salesforce Integration This article covers: If you are already using Salesforce, Chisel’s salesforce integration is the tool that will help you to import feedback and ideas into Chisel efficiently. This article will guide you through the steps of connecting Chisel to your Salesforce account. We will also look at how you can authorize Salesforce integration…