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

Now, with our integration with Salesforce, you can streamline your customer relationship management process by integrating important lead information into monday.com!

Note: This integration is only available in our Enterprise plan. To To set up this integration, you must also be a Salesforce Enterprise or Unlimited subscriber. Salesforce does not support integrations on Essentials or Professional plans.

When you first set up the integration, you will see this message:

Before you can create and use this integration, a package must 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. This will likely be your system administrator.

Once the package has been successfully installed, an integration with a board on monday.com can be created by any Salesforce team member with the “API Enabled” permission. Contact your system administrator to obtain this permission.

Tip: If your Salesforce organization is a Sandbox, make sure to check the box and include “.sandbox” in the URL here .

To add the integration with Salesforce, go to your chosen page and click on the “Integrate” button located in the top corner of your screen and then click on “Salesforce” as shown below.

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

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

If you don’t know your account subdomain, it can be found in the “Account” tab on your Salesforce homepage:

In the example above, the subdomain is “monday-dev-ed”. After you have entered your subdomain, click “Connect” and then “Allow” to grant access:

Customizing an integration recipe

Now it’s 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 set up this integration recipe, start by selecting an object to sync. In this example, we’ll use “Lead”.

Note: You will see custom entities under “Object”, but it may take up to 3 minutes to sync custom objects. You can also sync custom fields when you map the item.

Note: When you select which data to map to each column, the Salesforce integration column will be automatically added. The purpose of this column is to maintain the relationship between the parameters in both applications.

Create two-way synchronization

Two-way sync occurs when data is both pushed from monday.com into Salesforce and pulled from Salesforce into monday.com. This ensures that your data is consistent across both platforms and stays up to date.

To create two-way synchronization, in addition to the recipe used in the previous example, you will need to define a second recipe: “When an item is created or updated, create an object of this type with these fields and synchronize all future changes from this board.”

Once you’re done mapping and click the “Add To Board” button, your two-way sync will be ready to go!

Note : In Salesforce, there are certain types of fields that are required for an object. For this recipe to work, the required fields in Salesforce for the object you selected must be mapped in your monday.com integration. If these required fields are left blank, the integration will not work. There will be no error message indicating that the integration did not work. Your Salesforce administrator can set the required fields in Salesforce.

What objects and fields are supported?

• Objects

The standard objects supported are: campaigns, accounts, cases, leads, opportunities, contacts, orders, and promotions.

We also support custom objects. However, while standard objects sync immediately after the data changes in Salesforce, custom objects can take up to 3 minutes to sync .

The latest monday package in SFDC (version 1.18) does not support the “Order” object, and only the previous version (version 1.16) does. To install the previous package, you can use this link.

Note: If you have used this integration before and now want to work with orders or users , you will need to update your package. When setting up a recipe, you will see a message at the bottom of the window with a link to update your package.

• Fields

We support all standard and custom fields.

The fields supported for mapping from Salesforce to monday.com are: custom fields, id, boolean, string, picklist, multipicklist, textarea, double, address, phone, email, URL ( only text fields, not link fields) , currency, int, date, datetime.

Additionally, the fields supported for mapping from monday.com to Salesforce are: custom fields, boolean, string, picklist, multipicklist, textarea, double, address, phone, email, URL ( only text fields, not link fields) , currency, int, date, datetime, and percentage.

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

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

Why was my connection disabled?

If you’ve received a message that your Salesforce account connection has been disabled, you may be wondering why. This error occurs when something changes in your Salesforce account. This could be the result of a security change (like a password) or account changes by an administrator that remove permission for some third-party apps to connect.

The solution is to reconnect to enable the integration again. You can do this by following the steps you initially used to set up the integration and connect to your Salesforce account. If you find that your connection is down intermittently, and you are not the admin of your Salesforce account, please contact your Salesforce admin to discuss this issue.

Integration limitations

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

When you reach the limit with Salesforce, you will not be able to create a new integration recipe. If you try to define another recipe, you will receive the following error message:

“You have reached the Salesforce integration limit (90) – please delete any unused integrations before creating a new one”

To fix the issue, you will need to find the boards where you have defined integration recipes and delete some of the recipes from your boards. To find these boards, you will need to follow these steps:

• Step 1

First, click the “Integrate” button in the top right corner of your dashboard:

• Step 2

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

• Step 3

Click the trash can icon next to your connected account:

After clicking the trash icon, you’ll see a pop-up window listing the boards your connected account is using:

You don’t need to click “Delete Account” to resolve the issue. These steps allow you to see the information in the pop-up window, but don’t require you to disconnect. To resolve the issue, continue reading.

In this pop-up window, you can see the names of the boards where you have defined integration recipes. However, you cannot click on the names to view the boards. From here, you can list the relevant boards and navigate to them from your menu or by using Quick Search. In each board, delete the recipes you no longer need. You can then create new ones.

Additional help

If you need help building custom integrations, we also have the option for paid help through our network of certified monday.com partners. If you’re interested, please fill out this form and a team representative will be in touch!

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