Hi everyone,
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.
Looking forward to your advice and feedback!
Best,
Daria