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!
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 agencyâs best practice is to use a âbotâ account that doesnât belong to any one team member for all integrations. In that way, no one employeeâs API credentials are tied to the setup, they donât get subscribed to items created by an integrations, etc. Itâs just cleaner that way, but it will use a paid seat.
If so, please donât forget to mark it as the solution so other users can easily find it, and to close this thread
If not, feel free to ask any additional questions you have!
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 âOpportunity Stageâ 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 âOpportunity Ownersâ within Salesforce. Any alterations made either on Salesforce or monday com gets automatically updated in real-time.
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?