Salesforce is a sales process management tool that helps you to track leads and manage your sales process from start to finish.
Now, with our Salesforce integration, you can streamline the customer relationship management process by incorporating valuable lead information into monday.com! 🎉
Important: Before setting up the integration
When you first set up the integration, you will see this message:
Before you are able to create and use this integration, a package has to be installed on your Salesforce account. This message includes a link to the integration package. This package can only be installed by a Salesforce team member with the 'API Enabled' permission. More than likely, this will be your System Administrator.
After the package has been successfully installed, the integration with a monday.com board can be created by any Salesforce team member with the 'API Enabled' permission. Reach out to your System Administrator for this permission.
How to add it to your workflow
Go to your chosen board and click on the Integrate button located on the upper right-hand corner of your screen:
This will open the Integrations Center. Here you will see all of the apps that integrate with monday.com. Once in the Center, select "Salesforce":
Once you click on the Salesforce banner, you will see the recipes currently available for integrating between monday.com and Salesforce.
Once you click on an integration recipe, you will be asked to enter your Salesforce subdomain:
If you aren't familiar with your account subdomain, it can be found on the Account tab of your Salesforce homepage:
In the above example, the subdomain is "monday-dev-ed". Once you've entered your subdomain, click "Connect". And then, "Allow" access:
Time to set up your integration!
To better understand how this integration works, let's dive into an example using the recipe "When an object meets these conditions, create an item and sync all future changes from Salesforce".
Choose an object to sync. In this example, we're going to use "Lead".
Watch it work!
Creating a two-way sync
A two-way sync occurs when data is being both pushed from monday.com into Salesforce and pulled from Salesforce into monday.com. This makes it so that your data matches in both platforms and remains up-to-date.
To create a two-way sync, in addition to the recipe used in the previous example, you'll need to set up a second recipe:
"When an item is created or updated, create an object of this type with these fields and sync all future changes from this board."
With this recipe, when we’re mapping, the fields to the left are Salesforce data fields rather than the names of your monday.com columns. Here you’re mapping monday.com columns into Salesforce. It’s the reverse of the set up we walked through previously in this article.
Once you finish mapping and click the "Add To Board" button, your two-way sync is ready to go!
Supported Objects and Fields
The following are the supported Standard Objects: Campaign, Account, Case, Lead, Opportunity, and Contact
We also support Custom Objects. However, while Standard Objects sync immediately after the record changes in Salesforce, Custom Objects can take up to 3 minutes to sync.
We do support all Standard and Custom Fields.
The following fields are supported when mapping from Salesforce to monday.com: custom fields, id, boolean, string, picklist, multipicklist, textarea, double, address, phone, email, URL, currency, int, date, and datetime.
Additionally, the following fields are supported when mapping from monday.com to Salesforce: custom fields, boolean, string, picklist, multipicklist, textarea, double, address, phone, email, URL, currency, int, date, datetime, and percent.
Why is my connection deactivated?
If you receive a notification that the connection to your Salesforce account has been deactivated, you may be wondering why. This error occurs when something changes in the Salesforce account. It can be the result of a security change (like a password) or of a change in the account by an admin that revokes the permission of some third-party apps to connect.
The solution is to reconnect to enable the integration again. You can do this by following the steps that you initially followed to set up the integration and connect your Salesforce account. If you find that your connection is deactivated repeatedly and you are not the admin of your Salesforce account, please reach out to your Salesforce admin to discuss this issue.
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and a member of the team will be in touch!
And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at firstname.lastname@example.org