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Salesforce Integration

 

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  

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:

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Before you are able to create and use this integration, a package has to be installed on your Salesforce account. 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.

Step 1

Go to your chosen board and click on the sparkplug button located on the upper right-hand corner of your screen: 

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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": 

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Step 2

Once you click on the Salesforce banner, you will see the recipes currently available for integrating between monday.com and Salesforce.

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Step 3

Once you click on an integration recipe, you will be asked to enter your Salesforce subdomain: 

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If you aren't familiar with your account subdomain, it can be found on the Account tab of your Salesforce homepage:

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

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Step 4

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". 

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Choose an object to sync. In this example, we're going to use "Lead".

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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.
 
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":
 
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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".
 
Now, under "item", let's select which data will be mapped into each column when the Lead is synced.
 
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Note: When selecting which data will be mapped into each column, the Salesforce integration column will be added automatically. When you add your integration, a tip will appear to explain the column purpose. The purpose is to maintain the connection between the parameters in both apps
 

 

 

Watch it work!

Now, when a new Lead is created in Salesforce...
 
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an item will be created in your monday.com board!
 
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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."

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 Choose an object to sync. In this example, we're going to use "Lead" again.
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After choosing your object, select "these fields" to begin mapping. 

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.

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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

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.

 

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! 

 

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 [email protected]