What this article covers:

  • How does this beta work?

  • Synced fields and other features

  • Things this integration doesn't support (yet!)

How does this beta work?

When an integration on the upcoming integrations page gets enough interest, we start working on adding it to the Unito toolbox. We then release a beta version of the integration so you can get access to it earlier. That opens it up to your feedback so we can tailor it to better fit your use case.

Our Salesforce integration is now in beta, meaning you can start connecting it to your Unito account right now! However, there are a few differences between a beta integration and a regular integration that you should know about.

Supported fields and other features

Beta integrations don't always support as many fields as their full-featured counterparts. Here are the fields you can sync with our Salesforce integration, along with which fields can be used in rules.

Salesforce field

Synced?

Rules?

Subject

Comments

Account*

Due Date

Status

Related to

Name

Priority

*A few things to keep in mind:

  • This is a locked field, meaning that it's required for your flow to work properly. You'll need to create a custom field in the tool you're syncing Salesforce to that represents the account you're syncing from. You'll have to put the exact text from the Salesforce account field in the other tool's custom field.

  • If the tool you're syncing with Salesforce doesn't support custom fields, you can only build one-way flows. Changes will only be synced from Salesforce to the other tool.

  • If two accounts have the same name, work items in the other tool will be synced to the first account.

If there's something you'd like to see from this integration that we're not doing yet, please reach out to us! Your feedback helps us focus our efforts.

What this integration doesn't support (yet!)

Because this integration is still in beta, there are some things you won't be able to do.

  • Syncing or filtering by assignee: You won't be able to sync Salesforce assignees to other tools just yet.

  • Chatter: Our beta integration doesn't currently support this.

  • Webhooks: This is still in the works.

We can't wait to see what you do with this integration. If you have any questions or feature requests, please reach out to us with the chat bubble! We'll be happy to help.

What's next?

How to build your first workflow

Filtering tasks with Unito

Not a Unito user? Try Unito for two weeks free!

Already a user? Sign in here!

Did this answer your question?