The Salesforce Two-way sync app is there to help you create a bi-directional sync between monday and your Salesforce account, all in one place so you can easily manage and track this connection.

How to use the 2-way sync app

Click on the Integrate button at the top of the screen for the board you want to use the app for, and then search for the Salesforce integration. You can find the app when you search for the Salesforce integration.

Click on the Salesforce 2-way sync app:

Configuring your connection

Before you can start using the integration, a Salesforce Admin will need to install the Package.

If you have already used the previous Salesforce integration in the past, then you already have the package installed and can skip this step.

Installing the package:

To install, navigate to this site and log in. Then you will see the following page:

You must select who to install for an check the box that reads: "I acknowledge that I'm installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce's AppExchange Partner Program." 

Next, click on Install and then check the box that reads "Yes, grant access to these third-party web sites." Then click on Continue.

You will then see the following screen:

The screen you will see next will look like this:

When you click on Done, you will be directed to the Installed Packages page within Salesforce:

Setting up the Salesforce and monday connection

Once you reach this screen, enter your Salesforce subdomain instance. We support production and sandbox environments.

For example:

This is the full URL: https://monday-dev-ed.my.salesforce.com

The subdomain is monday-dev-ed

If you're using a developer edition of Salesforce, include ".develop" at the end of the subdomain, for example:

Full URL is: https://sampleorg.develop.my.salesforce.com/ 

The subdomain is sampleorg.develop

Make sure to add just the subdomain.

Next, you'll be prompted to connect your Salesforce account from within the Salesforce login page:

Once logged in, you will need to then choose the Salesforce account to connect to monday. You will see the account that you have established in the dropdown menu:

If you'd like to use a different account, you can click on the Add connection button and follow the same process outlined above.

Setting up the integration

Sync Scope

Once a connection has been made, you will be prompted to set up the sync direction between the monday board and Salesforce. 

Two way means that the data will be created and updated from both apps. 

One way means that data is created and updated from one selected app to the other.

Choose the Salesforce Object from the dropdown menu. The data that you see on this page is based on the access and permissions that you have in Salesforce. If you don't have access to a certain object, it will not appear as an option in the dropdown menu.

Salesforce Custom objects and Dtandard objects are supported.

Field mapping

On the Map fields page, you can map out which columns in monday will match the Salesforce fields. You can choose compatible Salesforce fields from the dropdown menus. 

You can only map fields of the same type. The fields you will see are the ones that you have access (according to your relevant permissions) and appear on the object layout.

If you chose two way sync, you can decide which way the data will be mapped for each field. If you choose one way, the order you choose will dictate the direction in which the data will be synced.

Incoming data

Once you reach the Incoming data screen, you can determine the conditions that will define when data is created or updated on the monday platform.

The items with the mapped fields will be created or updated only if these conditions are met.

If you want all records of the selected object from Salesforce to be synced to monday, you can leave the option as any record.

If you want to choose which specific records come in from Salesforce, you can select the a record that meets conditions option and then add your conditions. You can create a condition and/or grouping.

Outgoing data

On the Outgoing data screen,  you can determine the conditions that will define when data is created or updated on the Salesforce platform.

The items with the mapped fields will be created or updated only if these conditions are met.

If you want all items from monday to be synced to Salesforce, you can leave the option set to any item.

If you want to choose which specific items go into Salesforce, you can choose the an item that meets conditions and add your conditions.

What the integration looks like on the board Automation page

Once completed, the automation will appear on the Board Automation page in a summarized form. The arrows in the middle of the automation template will change to reflect the configuration of the automation.

Supported fields and object types

Objects

monday supports all non-deprecated object types in Salesforce, both standard (contact, lead, opportunity, and accounts) as well as custom.

Salesforce fields

Supported monday fields

The polling mechanism

We use a polling mechanism to sync data every 3 minutes. In the event that multiple changes occur during the 3-minute polling window, the new integration uses caching, so that multiple updates to the same record within a short time will only trigger one API call, greatly reducing load and performance.

Errors and troubleshooting

Errors now surface directly in Run History with detailed explanations, including messages from the third-party system (Salesforce or Jira). This gives full visibility into what went wrong and where.

During setup, an AI-assisted field auto-mapping tool is there to help. In addition, the Autopilot Hub monitors all automations and integrations in one place, using AI to suggest likely root causes of issues.

Permissions and ownership

Updates are performed on behalf of the connected integration/system user. If you use a dedicated integration account, all sync changes will appear with that account appearing as the "user". 

If the integration owner’s account is removed, the connection breaks because it uses that person’s credentials. Automations can be transferred to another owner, but integrations must be re-authenticated by a new user with the correct permissions. 

Editing: By default, only the integration owner can edit configurations. Viewing access for non-owners is limited for security reasons. However, all users can see synced data on boards, and errors appear in Run History. 

Run history is stored for a limited period (a few weeks). If an integration or board is deleted, its run history will eventually disappear after this retention period.

Permission scopes

The following are required scopes: 

Migration to the Salesforce 2-way sync

If you are already using the older version of the integration, you will see a popup on your screen that will prompt you to switch to the Salesforce 2-way sync app. Click on Set up 2-way sync: 

This will take you to the setup process.

As part of the setup process, you’ll have the option to reconnect existing data that is currently synced from a previous setup to the one you’re creating now.

To keep your data connection unchanged, be sure to map all the fields that were included in the previous setup. If you change the mapping, only the fields you remove or change will stop syncing. All other mapped fields will continue to sync as usual.

Limitations

Please check out the migration process article to learn more.