Connector Overview

An Overview of Unito's Salesforce Integration

Connecting Salesforce with Unito? Here's what you can expect from this integration.

In this article:

What does Unito sync from Salesforce?

Unito syncs records, such as cases, opportunities, tasks, contacts, and leads from Salesforce organizations by linking individual fields to items in other tools (e.g., Trello cards, Jira issues, ServiceNow records).

salesforce work item screenshot

Supported fields for Salesforce cases

Unito supports multiple fields for Salesforce cases. Here's a list of these fields as well as supported sync directions and rules.

Quick definitions:

  • One-way: Changes in this field can be synced to the tool it’s integrated with, but changes in the other tool can’t be synced back.
  • Two-way: Changes to this field will be synced to the tool it’s integrated with, and changes in the other tool will be synced back.
  • Rules: This field can be used to build rules.
Salesforce Case Fields One-Way Two-Way Rules
Account
Asset
Attachments  
Case Number  
Case Origin
Case Reason
Case Source

Case Type

Closed  
Closed Date  
Company
Contact
Contact Email, Fax, Mobile  
Country
Created By, Created Date  
Deleted  
Description
Internal Comments  
Is Private  
Last Modified By  
Last Modified Date  
Parent Case
Priority
Product
Status
Subject

Unito also supports all custom field types for Salesforce Cases.

Supported fields for Salesforce opportunities

Unito supports multiple fields for Salesforce opportunities. Here's a list of these fields as well as supported sync directions and rules.

Quick definitions:

  • One-way: Changes in this field can be synced to the tool it’s integrated with, but changes in the other tool can’t be synced back.
  • Two-way: Changes to this field will be synced to the tool it’s integrated with, and changes in the other tool will be synced back.
  • Rules: This field can be used to build rules.
Salesforce Opportunities Field One-Way Two-Way Rules
Account
Amount
Attachments  
Campaign
Close date
Contact
Currency  
Description
Expected amount  
Forecast category
Is closed  
Is private
Last modified by  
Last modified date  
Lead source
Name
Next step
Owner
Probability
Related to    
Stage
Total opportunity quantity  
Type
URL    

Unito supports all custom field types for Salesforce opportunities.

Supported fields for Salesforce tasks

Unito supports multiple fields for Salesforce tasks. Here's a list of these fields as well as supported sync directions and rules.

Quick definitions:

  • One-way: Changes in this field can be synced to the tool it’s integrated with, but changes in the other tool can’t be synced back.
  • Two-way: Changes to this field will be synced to the tool it’s integrated with, and changes in the other tool will be synced back.
  • Rules: This field can be used to build rules.
Salesforce Task Field One-Way? Two-Way? Rules?
Account  
Attachments  
Comment  
Contact/lead    
Created  
Due date
Is closed    
Last modified date  
Name
Priority
Related to
Status
Subject
URL    

Unito supports all custom field types for Salesforce tasks.

Supported fields for Salesforce contacts

Unito supports multiple fields for Salesforce contacts. Here's a list of these fields as well as supported sync directions and rules.

Quick definitions:

  • One-way: Changes in this field can be synced to the tool it’s integrated with, but changes in the other tool can’t be synced back.
  • Two-way: Changes to this field will be synced to the tool it’s integrated with, and changes in the other tool will be synced back.
  • Rules: This field can be used to build rules.
Salesforce Contact Field One-Way? Two-Way? Rules?
Account  
Assistant name
Assistant phone
Attachments  
Birthdate
Business fax
Business phone
Campaign  
Created  
Creation date    
Contact ID  
Department
Description  
Email
First name
Home phone
Last name
Lead source
Mailing city/country
Mailing zip/postal code
Mailing state/province
Mailing street
Mobile phone
Other country
Geocode
Other phone
Other postal code
Other state
Other street
Owner
Phone
Photo URL  
Related account  
Related to    
Salutation
Title
Update date    

Unito supports all custom field types for Salesforce contacts.

Supported fields for Salesforce leads

Unito supports multiple fields for Salesforce leads. Here's a list of these fields as well as supported sync directions and rules.

Quick definitions:

  • One-way: Changes in this field can be synced to the tool it’s integrated with, but changes in the other tool can’t be synced back.
  • Two-way: Changes to this field will be synced to the tool it’s integrated with, and changes in the other tool will be synced back.
  • Rules: This field can be used to build rules.
Salesforce Lead Field One-Way? Two-Way? Rules?
Annual Revenue
City
Company
Converted  
Converted Account ID  
Converted Contact ID  
Converted Date  
Converted Opportunity ID  
Country
Created By ID
Created Date  
Deleted  
Description
Email
Email Bounced Date
Email Bounced Reason
Employees
First Name
Full Name  
Geocode Accuracy
Individual ID  
Industry
Last Activity  
Last Modified By ID  
Last Modified Date  
Last Name
Last Referenced Date  
Last Viewed Date  
Latitude
Lead ID    
Lead Source
Longitude
Jigsaw Contact ID  
Master Record ID  
Owner ID
Phone
Photo URL  
Rating
Salutation
State/Province
Status
Street
System Modstamp  
Title
Unread By Owner
Website
Zip/Postal Code

Other documentation