7 min read

Feature

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!  🎉

Note:  This integration is only available on our Enterprise plan. In order to set up this integration, you must also have a Salesforce subscription of Enterprise or Unlimited. Salesforce does not support integrations on its Essentials or Professional plans. 

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. 

Tip: If your Salesforce organization is a Sandbox organization, make sure to tick the checkbox and include the ".sandbox" within the URL here.

To add the Salesforce integration, go to your chosen board and click on the "Integrate" button located on the upper right-hand corner of your screen and then click on "Salesforce" as shown below. 

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:

Customize an integration recipe

It's now time to set up your integration! To better understand how this integration works, let's dive into an example using the second recipe "When an object meets these conditions, create an item and sync all future changes from Salesforce". 

To configure this integration recipe, begin by choosing an object to sync. In this example, we're going to use "Lead".

Note: You will see custom entities under "Object", but it can take up to 3 minutes for Custom Objects to sync. You can also sync custom fields when mapping the item.

Note: When selecting which data will be mapped into each column, the Salesforce integration column will be added automatically. The purpose of this column is to maintain the connection between the parameters in both apps.

 

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."

 

Once you finish mapping and click the "Add To Board" button, your two-way sync is ready to go!

 

Note: In Salesforce, there are certain field types that are required for an object. For this recipe to work, the fields required in Salesforce for your chosen object must be mapped in your monday.com integration. If those required fields are left blank, the integration will not work. There will not be an error message to indicate that the integration hasn't worked. The Salesforce admin can set the required fields within Salesforce. 

 

Supported objects and fields

• Objects

The following are the supported Standard Objects: Campaign, Account, Case, Lead, Opportunity, Contact, Orders, and Users

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.

The most recent monday package in SFDC (version 1.18) does NOT support the "Order" object, and only the previous version (version 1.16) does. In order to install the previous package, you can use this link. 

Note: If you have previously used this integration and now wish to work with Orders or Users, you will need to update your package. When setting up a recipe, you will see a note at the bottom of the window with a link to update your package.

• Fields

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 (only text fields and not link fields), 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 (only text fields and not link fields), currency, int, date, datetime, and percent.

All SFDC fields supported in mapping are supported as a condition except for lookup, multipicklist, and date fields.

 

Note: If you are restricted from editing a field type in Salesforce and you attempt to update that field type via the integration, the integration will not work.  

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.

Integration limit

Salesforce has a connection limit. For each object type, you are only allowed less than 90 recipes that pull in information. An object can be a lead, an account, etc. But there is no limit on custom entities.

When you hit a limit with Salesforce, you will be unable to create a new integration recipe. If you attempt to set up another recipe, you will receive the following error message:

“You have reached the Salesforce Integrations limit (90) - Please delete any unused integrations before creating a new one”

To correct the issue, you will need to find the boards where you have integration recipes set up and eliminate some of the integration recipes from your boards. To find these boards, you will have to follow these steps:

 

• Step 1

First, click on the "Integrate" button in the top right corner of your board:

• Step 2

Once you're in the Integration Center, click on the three-dot menu in the top right corner of your Salesforce integration recipe. Click "Edit" next to your connected account:

• Step 3

Click on the trash can icon next to your connected account:

After clicking on the trash can icon, you will see a pop-up window that lists the boards where your connected account is being used:

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