Connect & automate

3 min read

Note: The Salesforce integration is a paid integration and can be purchased as an add-on. For questions about pricing or to purchase it, reach out to your account owner or contact our support team.

monday.com is updating its Salesforce integration to a new package that aligns with Salesforce’s official partnership and security requirements. To keep your integration working without interruption, you will need to migrate to the new package.

Note: This integration change is based on changes from within Salesforce. To learn more, please see Salesforce's communication about the changes. We recommend making this update by June 9th, 2026 to ensure a smooth transition.

Who needs to take action

This migration includes two steps and may involve two different people:

A Salesforce admin must install the new Salesforce package
Integration owners must reconnect their Salesforce integration in monday.com

Why this update is required

The new Salesforce package is part of an updated integration framework aligned with Salesforce’s official partner model and security standards. This helps ensure your integration remains secure, supported, and available going forward.

Who is impacted

This applies if you use Salesforce with monday.com, including the following:

Salesforce automation integrations
Salesforce 2-way sync integrations

What to know before starting

To avoid being charged, the admin must fully remove the package from Salesforce. Disabling the integration on monday.com alone is not sufficient.

Step 1: Admins Install the new Salesforce package

If you are an admin, you will have received email communication telling you to install the new package.

A Salesforce admin must install the new package before you can reconnect your integration inside monday.com.

The password for installation is: monday_com

Note: You will not be able to reconnect your Salesforce integration until the package installation is complete. A Salesforce admin must add the users allowed to use the package in the package configuration.

Step 2: Reconnect your Salesforce integration

If your connection still uses the previous package, you may see the following:

A banner indicating your Salesforce connection needs to be updated. If you have more than one connection, all will be to be updated.
A status showing that action is required
A Reconnect button in the context menu

If the package has not yet been installed, you may be prompted to return later.

After the package is installed, you will need to reconnect your Salesforce connection inside monday.com.

In the platform, you will see a notification that says: "A Salesforce admin must install the updated package first. Once it's installed, reconnect your Salesforce connection in My Connections to continue using the integration."

Once you click on the notification, follow these steps:

1Open Connections in the Autopilot hub.

2Find the Salesforce connection marked as requiring an update

3Click on the three-dot menu on the left of the integration and select Reconnect . You can also click the Update Required status button as well to initiate the reconnection step.

4Follow the connection flow and complete setup. You can select which package version will be used, and if the package is installed and you are allowed to use it, select the "Updated" package.

Once complete, your Salesforce integration will continue working through the new package.

If the new package has not been installed yet

If you try to reconnect before installation, the process will not complete successfully.

In this case:

Ask your Salesforce admin to install the new package
Ask your Salesforce admin to authorize your access to the packaged app
Wait for confirmation that installation is complete
Return to monday.com and reconnect your integration

What happens to existing integrations

There is no immediate forced cutover. However, we recommend making these updates by June 5th in order to ensure a smooth transition.

During the migration period

Existing integrations can continue working
You can migrate gradually
Both packages will be supported for a limited time

Once Salesforce retires the previous package, connections that were not migrated will stop working. To avoid disruption, complete the migration as soon as possible.

What to expect after installing new package

If you were using the previous Salesforce integration, your setup relied on webhook simulation via Apex code to detect and sync changes. The Salesforce 2-way sync app is built entirely on a polling mechanism, which replaces this approach for all Salesforce integrations.

What changes for you

Sync frequency moves from near-instant to every 3 minutes.
Instead of consuming Apex runs, the integration uses Salesforce API calls at each polling interval.
Polling provides a consistent and predictable sync, so your data stays up to date without relying on real-time webhook triggers.

Note: This applies to all setups using the Salesforce 2-way sync app, including accounts that migrate from the previous integration. Webhooks are no longer supported in the new package.

FAQs

Is the Salesforce integration update secure?

Yes, the new package aligns with Salesforce security and partner requirements to keep your integration secure and supported.

Do I need to reconnect my Salesforce integration?

Yes, after the package is installed, you must reconnect your Salesforce integration inside monday.com.

Does the Salesforce admin need to reconnect?

No, the admin installs the package, and you reconnect your own integration.

What happens if I do not migrate my Salesforce integration?

Your integration will stop working once Salesforce retires the previous package.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

Update your Salesforce integration to the new package