Salesforce integration experience and best practices?

Hi All,

What is your experience with the Salesforce integration? How did you implement this integration? Did you use a dedicated Monday account to set this up? Is it possible to allow only a sync from Salesforce to Monday and not allow the sync back to Salesforce?
Tnx for your input!

Best Regards,
Luc

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Hi @luc1003 - We have found the most flexible setup to be using Zapier for Salesforce instead of the built in one. Just depends on what you need to do.

Regarding whether to use a dedicated account, our agency’s best practice is to use a “bot” account that doesn’t belong to any one team member for all integrations. In that way, no one employee’s API credentials are tied to the setup, they don’t get subscribed to items created by an integrations, etc. It’s just cleaner that way, but it will use a paid seat.

If you would like to chat a bit over Zoom, you can set up a free strategy session with us here and we’ll be happy to share some tips and advice: Book a call with Polished Geek: Do more with monday com

Thanks for your feedback already. I’ll first look into this a little further.
Best Regards,
Luc

In addition to integrating via Zapier. monday.com has a native salesforce integration that is available to clients on an enterprise plan. More information on that here: [https://support.monday.com/hc/en-us/articles/360009513540-Salesforce-Integration?abcb=19030](https://Salesforce Integration)

Hi @luc1003 :wave:

It look like this post here Salesforce integration experience and best practices? - #4 by malikosumah might have answered your question, is that correct?

If so, please don’t forget to mark it as the solution so other users can easily find it, and to close this thread :slightly_smiling_face:
If not, feel free to ask any additional questions you have!

Best,
Dani

Hello Dani,

We have a pro edition on Monday.com and enterprise edition on Salesforce.
Can we have our custom development to connect and integrate these platforms?

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Hi @luc1003 !

Glad you asked about this integration! We recently enabled Salesforce monday integration in our workplace to help sales administrators/supervisors to manage various sales functions and team operations in real-time. We found the most flexible setup to enable this integration instead of using the built-in one. Besides, this integration provides better bi-directional sync. When tasks progress on monday dot com, the ‘Opportunity Stage’ in Salesforce varies accordingly with them. The information gets updated in Salesforce under the related monday com task. Through monday com, you can change or add ‘Opportunity Owners’ within Salesforce. Any alterations made either on Salesforce or monday com gets automatically updated in real-time.

Regards
Neelam B
Damco Solutions
Phone: +1 609 632 0350 | Email : info@damcogroup.com

Suggestions on integrating Salesforce Accounts, Contacts, etc. to one board and then having multiple departments mirror that one integration board into their other boards?

Vs.

Multiple boards having multiple integrations to Salesforce?

Seems like the one main/parent Salesforce integration board (per object, like Accounts, Contacts, etc.) mirrored to other boards may be more seamless/clean?

Thoughts?

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