Salesforce is a sales process management tool that helps you to track leads and manage your sales process from start to finish.

With our Salesforce integration, you can streamline the customer relationship management process by incorporating valuable lead information directly into monday.com! 🎉

 

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. Open up the signup page for 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.

 

Adding the Salesforce integration

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 search for Salesforce or click on the Salesforce integration banner.

Once you click on the integration banner, you will see the templates available for integrating monday.com with Salesforce.

 

Once you click on an integration template, 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 on the top right corner of the Salesforce home page:

In the above example, the subdomain is "monday-dev-ed".  Once you've entered your subdomain, click Connect and then Allow access:

 

 

Integrating using conditions

When you set up your Salesforce integration, you may choose to use the recipe with conditions:

The conditions you set are only checked once. They're checked when the item is initially created. Once the item is created, the item will continue to sync all future changes without consideration for the conditions.

This is important to consider when setting up the integration as part of your workflow. This may impact how you choose to use the recipes or set up the rest of your workflow after syncing with Salesforce.

 

 

Customizing an integration template

It's now time to set up your integration! To better understand how this integration works, let's dive into an example using this template:

When an object meets these conditions, create an item and sync all future changes from Salesforce. 

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

 

Under conditions we'll choose what we want to filter into our board. In this case, we're filtering in Leads with the last name Smith:

 

You can add multiple conditions, but they will be and conditions rather than or. This means that the integration will read all of these conditions and only pull in items that match all conditions. At this time, you can only set up multiple conditions with and.

The conditions you set are only checked once. They're checked when the item is initially created. Once the item is created, the item will continue to sync all future changes without consideration for the template conditions.

Now, under item, you can click into each field to select which data types will be mapped into each column when a lead is synced:

How the template works

Now, when a new Lead is created in Salesforce...

an item will be created in your monday.com board!

 

 

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 template used in the previous example, you'll need to set up a second template:

When an item is created or updated, create an object of this type with these fields and sync all future changes from this board.

First, choose an object to sync. In this example, we're going to use Lead again. After choosing your object, select these fields to begin mapping. When mapping with this template, 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 opposite of the set up we walked through previously in this article.

Once you finish mapping and click the Done button, your two-way sync is ready to go!

 

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. 

 

 

 

• Fields

 

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

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

4. 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:

You do not need to click Delete account to resolve the issue. These steps allow you to view the information in the pop-up window, but there is no need to disconnect your connection.

To resolve the issue, in this pop-up window, you will be able to see the names of boards where you have integration templates set up. However, you won't be able to click through the names to view the boards.

From here, you can note the relevant boards and navigate to them from your menu or by using Quick Search. On each board, delete the templates that you don't need. Then you'll be able to create new ones.

 

 

Best practices

Consider the following best practices when using the Salesforce integration.

Setting up multiple Salesforce integrations

• You can have more than one Salesforce integration set up on each board. However, we recommend that you only set up one Salesforce integration per board, and per Salesforce object type.
• If there are multiple Salesforce integrations pointing to the same object type on the same monday.com board, it may lead to competing automations and cause issues with your sync.
• If there are multiple Salesforce integrations pointing to the same object type on the same monday.com board, it will cause an increase in API and action consumption. This means that you risk hitting rate limits more easily.

Setting conditions

• Keep in mind that conditions are only checked when items are first created. Once the item is created, the item will continue to sync all future changes without consideration for the conditions.

Deleting and moving synced items

• Moving a synced item to another board will result in an error in your integration's run history. However, the item name and item ID will not be mentioned in the error message.
• After deleting a synced item, the Salesforce integration will still run on the item. This will count towards your actions and there will be a log of run activity for the item. This is done as a safeguard in case you choose to restore a deleted item, so that the item will always remain up-to-date.

 

 

More assistance

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! 

 

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