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,

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 Polished Geek: more with