Table of contents:

Supported fields and rules

Here are the fields you can sync with our Salesforce opportunities, as well as the fields you can use in rules.

Opportunities Field

Synced?

Rules?

Opportunity Owner

Opportunity Name

Account Name

Type

Lead Source

Amount

Close Date

Next Step

Stage

Probability %

Primary Campaign Source

Description

Expected Revenue

Forecast Category

Last Modified By

Price book

Quantity

Is Private

Auto Number*

Formula*

Checkbox*

Currency*

Date*

Date/Time*

Email*

Number*

Percent*

Phone*

Picklist*

Text*

Text Area*

Time*

URL*

Dropdown*

* Indicates a custom field

Limitations and other things to keep in mind

Here are a few things you should keep in mind when using this integration:

  • Close date is a mandatory field: The close date field of each opportunity you want to sync has to be mapped and has to have a value. Otherwise, it won't sync properly.

  • Custom field availability: Unito will only be able to sync the custom fields that are available for you in Salesforce. This usually has to do with the permissions you have in Salesforce. If you need to sync a custom field you don't have access to, reach out to your Salesforce administrator.

  • Workflow designer creation: You won't be able to create flows that sync Salesforce opportunities from the workflow designer.

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