I’m looking to understand more about how Salesforce integrates with Monday.com, particularly around managing notes and data synchronization. If you’ve worked with this integration, I’d love to hear your insights!
Notes Field Behavior with Salesforce
How does the note field work when integrated with Salesforce?
If there are existing notes in the text field and new notes are added, will the integration overwrite the field or append the new notes?
Data Sync and API Limitations
What are the data sync limits for this integration?
Are there any API call limits, data volume restrictions, or frequency limitations that users should be aware of?
If you have experience with Salesforce integrations, I’d greatly appreciate any tips, lessons learned, or best practices.
Salesforce’s integration with Monday allows syncing of records, but handling of notes fields depends on how the integration is configured. By default, if a Salesforce note is mapped to a text field in Monday.com, new updates may overwrite existing content instead of appending unless a custom automation is set up. To preserve all notes, consider using a separate activity log or concatenating entries instead of direct field mapping.
Regarding data sync and API limitations, Monday’s API has rate limits (typically 60,000 API calls per minute, depending on the plan), while Salesforce enforces daily API limits based on the edition. Large data volumes may require batching updates or incremental syncs.
If you need more flexibility in managing data sync without hitting API limits, you can use Skyvia. It offers a no-code way to automate Salesforce-Monday integration, handling incremental updates while avoiding unnecessary overwrites.
we’ll focus on syncing notes and ensuring smooth data management. For the note field behavior, typically, when new notes are added, the integration can be configured to either overwrite the existing field or append the new notes, depending on the setup.
I would suggest ensuring that the integration is tailored to your needs, whether you’re looking to retain the history of notes or just work with the latest data.
As for the data sync and API limitations, the main things to watch out for are API call limits and sync frequency. Salesforce has certain API restrictions that might affect how often data can be synced, especially if you’re handling large volumes of information.
The integration should be set to manage the data efficiently to avoid hitting any thresholds. We’ll also want to keep an eye on any data volume restrictions to ensure a smooth, continuous sync.
Thank you Sachin, API limitation is one of my main concerns. Do you have any experience with 2 way instant connection with large number of projects? Let’s say 70-80 projects at once.
For handling 2-way instant sync across 70-80 projects, the key is to avoid brute-force API calls and instead build a modular, scalable flow using Make.com webhook triggers, scenario routers, and queuing strategies. We’d design it so each project has its own lightweight scenario or can be managed in grouped batches with smart routing based on tags or IDs.
No worries at all! If you’re not using Make for integrations, we can explore other powerful tools and methods that best fit your workflow. Whether it’s Zapier, Integromat, or custom API solutions, I’m here to create a seamless experience for you. We can focus on building an efficient, scalable setup that fits your exact needs, ensuring everything runs smoothly and automates your processes without any hiccups.