Detailed Review of Asana for Salesforce

Asana for Salesforce

The Asana for Salesforce integration tool is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Asana for Salesforce is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes.

Download Project Lifecycle Pro Scoring Spreadsheet

Click here to add the Project Lifecycle Pro Excel spreadsheet to your basket for FREE. Visit the basket page to complete the download.

Asana for Salesforce Summary Findings

I can’t come up with a use case for integrating Asana with Salesforce rather than either using a native Salesforce project management tool, or a professional services automation (PSA) tool that integrates with Salesforce. If you have already made an investment in Asana and wish to integrate with Salesforce it might make sense.

However, the latest review on the Salesforce AppExchange from August 2022 states that the Asana for Salesforce integration app is critically broken. There isn’t any reply to the review from Asana, and I was unable to confirm because my Asana free trial doesn’t support the integration. However, other online reviews were not kind to Asana for Salesforce. Asana did deploy a new release in October 2023, but there haven’t been any new reviews since then. I’ve listed other integration alternatives in a later section of this post.

Asana for Salesforce
Total Score38%
Communications Management14%
Cost Management14%
Integration Management55%
Procurement Management13%
Quality Management8%
Resource Management36%
Risk Management0%
Schedule Management61%
Scope Management25%
Stakeholder Management13%

Asana for Salesforce Pricing

Asana for Salesforce itself is free, but it is only available for Asana Enterprise which is the highest-priced license. Asana does not publish a standard price for Enterprise, but the Internet claims it varies from $44 – $49/month/user. Must purchase a full year for a minimum of 5 seats, with minimum increases in blocks of 10.

Minimum annual cost would be $2,640. Annual cost for 50 users will be $29,040.

Scoring Methodology

I’ve been evaluating all of the Salesforce project management software and sharing the results to help others save time in making an informed decision. I started the evaluation as marketing research for the Salesforce project management app I built: Project Lifecycle Pro. I’m doing my best to give a unbiased review, but I’ve attached the detailed Excel spreadsheet which you can use to perform your own analysis. Here are detailed instructions on how to use the spreadsheet to weight requirements and compare multiple software packages side-by-side.

I structured the analysis around the Project Management Institute’s (PMI)© project management process. This is outlined in the PM Book of Knowledge (PMBOK)©. First, I listed the project management processes and then the activities within each process. Finally, I developed a list of requirements related to each of the activities. The list of requirements is based upon my thirty years of project management experience and experience evaluating project management tools for clients. When I come across novel functionality in the software I’m evaluating I add it to the requirements list. Of course, I’m sure I missed some requirements and welcome any suggestions.

I gave all processes and requirements equal weights, but you can adjust the scoring weights in the Excel spreadsheet to suit your needs. Each requirement was rated as either:

  • Yes – As Is – Meaning, the requirement is met with out-of-the-box functionality. This rating is awarded four points.
  • Yes – With Configuration – Meaning the requirement can be met with minimal configuration or no-code updates. Since, Salesforce is highly configurable I used this rating for simple things like changing picklist values, adding a field to an existing data object, creating a report, etc. This rating is awarded two points.
  • No – Not Available or Requires Customization – Meaning the requirement cannot be met without significant investment of time or money. I assigned this rating if custom coding would be required, or a new custom data object, or a new custom flow. This rating is awarded zero points.

Finally, the scoring spreadsheet totaled the ratings by process to show how the apps compare by process. Therefore, you can assess the apps based on which processes are the most important to you.

WARNING: I was unable to install Asana for Salesforce myself, because the Asana free trial does not support the integration. I was unable to confirm the review that the app is critically broken. I did review all of the available documentation, demos and online reviews.

Here is the spreadsheet used to score the app which is the score for Asana functionality if it included integration with Salesforce:

Download Project Lifecycle Pro Scoring Spreadsheet

Click here to download the Project Lifecycle Pro Excel spreadsheet for FREE.

Alternative Integration Tools

There are other vendors offering Asana/Salesforce integrations and you can always build your own with Zapier or Unito. But to my earlier point, why would you integrate Asana to Salesforce when there are better native options.

Also, the Asana for Salesforce integration doesn’t actually synch Asana and Salesforce tasks. Instead, the Asana tasks are listed within an Asana Lightning Web Component on the Salesforce screen. This means that Salesforce users will have to reference both their Salesforce tasks and Asana tasks separately. Using one of the vendors should allow you to actually synch to the Salesforce tasks, as I’ve seen this done in the past.

Here are vendors claiming to offer Asana/Salesforce integration:

Additional Functionality Gained by Integration

See my full review of Asana for details about the Asana tool functionality. I’m going to list here the additional functionality you will gain by integrating with Salesforce.

Project Plans for Salesforce Cases

Several forum posts mentioned Salesforce customers creating Asana project plans for individual Salesforce cases. The Salesforce users will be able to view and update the Asana tasks through the Lightning Web Component.

Forecast Resources Based on Sales Pipeline

If you create a standard Asana project from a template with tasks assigned to a skill or role for specific Salesforce opportunities, you could create a future resource forecast based on the sales funnel. This would all have to be custom configured because the Asana resource management tool only supports planning based on individual not based on skill/role. Or you could implement a PSA tool that already has this functionality built.

Create Project from Opportunity Status

You can create an automated process to create an Asana project from a standard template whenever a Salesforce opportunity reaches a certain status. This is a common feature also supported by PSA tools.

Automatically Create an Asana Task or Project

You can create a record-triggered flow in Salesforce that will create either an Asana task or project when certain criteria are met. The Salesforce Flow simply calls a provided Apex class. There are two Apex classes for use:

  • Create an Asana project
  • Create an Asana task

Of course, you could also create a record-triggered flow in Salesforce that would simply create a Salesforce task.

Measure Asana Goals in Salesforce

If your Asana project has a sales goal, you can measure progress towards the goal in Salesforce and then display the current sales in the Asana goal. This is done by connecting a Salesforce report to the Asana goal. The Asana goal simply displays the total value for the Salesforce report.

In Conclusion

Integrating Asana with Salesforce only makes sense if you are already heavily invested in Asana. If you are looking to create or upgrade your project management solution you should consider other options. There are several native Salesforce scheduling tools that are better and cheaper than Asana. If you need to integrate Asana with Salesforce then you probably should consider a professional services automation (PSA) tool.

If you insist on integrating Asana with Salesforce, then CAUTION using the Asana for Salesforce tool as it may have a critical bug. You need to contact Asana Sales to get a trial setup in a sandbox so you can confirm whether it is actually working. If not, you should evaluate the other integration tools listed above.

Regards,

Brian

Additional References

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