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      Syncing Salesforce Opportunities with Unito

      This article details specific information about syncing Salesforce opportunities with Unito

      Included in this article:

      Which Salesforce objects can sync with Unito?

      Unito's Salesforce integration syncs all standard and custom objects. 

      Each Unito flow can only sync one type of object: for example, tasks, opportunities or contacts. Any records of these object types can be synced in a Unito flow, where they will count as an item in sync. 

      Supported Salesforce Opportunity fields in Unito

      Here some of the most common Opportunity fields supported by Unito's Salesforce integration, as well as the fields you can use in rules.

      Quick definitions:

        • One-Way: Changes to the Salesforce opportunity field will appear in the other synced field but not vice versa.
        • Two-Way: Changes to either synced field will appear in the other.
        • Rules: This opportunity field can be used as a trigger in your rules to filter work items from syncing with Unito.
      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

      		 ✅        

      Salesforce custom field types

      This list is non-exhaustive. Please consult Salesforce's own documentation for a full list of possible Salesforce opportunity fields that can be included in your flows. Here are just some of the custom field types you can sync with Unito:

      Salesforce Custom Field Types
      (partial list)
      		 One-Way? Two-Way?
      		 Rules?
      Autonumber (custom field)* ✅ ✅  
      Checkbox (custom field)* ✅ ✅ ✅
      Currency (custom field)* ✅ ✅  
      Date (custom field) ✅ ✅ ✅
      Datetime (custom field)* ✅ ✅  
      Email (custom field)* ✅ ✅  
      Number (custom field)* ✅ ✅ ✅
      Percent (custom field)* ✅ ✅  
      Phone (custom field)* ✅ ✅ ✅
      Picklist (custom field)* ✅ ✅ ✅
      Text (custom field)* ✅ ✅ ✅
      Textarea (custom field)* ✅ ✅  
      URL (custom field)* ✅ ✅  

      *Custom fields are only available with certain Unito plans. Contact us if you have any questions.

      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.

      Watch a demo flow sync Salesforce with Google Sheets

      Got feedback? Submit a Unito feature request to let us know what you'd like to see in the next update to our Salesforce integration.

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      Review Unito's Salesforce integration