Syncing Salesforce Opportunities With Unito

Looking to sync Salesforce opportunities with Unito? Here's what you can expect from this integration.

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*	✓
Checkbox*	✓
Currency*	✓
Date*	✓
Date/Time*	✓
Email*	✓
Number*	✓
Percent*	✓
Phone*	✓
Picklist*	✓
Text*	✓	✓
Text Area*	✓
Time*	✓
URL*	✓
Dropdown*	✓	✓

* Indicates a custom field

What counts as an item in sync?

Unito's Salesforce integration supports three different work items: tasks, contacts, and opportunities. Each flow can only sync one type of work item, and any work item synced by that flow will count as an item in sync. So, for example, if you sync Salesforce tasks with a Unito flow, each event synced counts as an item in sync.

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.