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      Syncing Salesforce Tasks with Unito

      This article details specific information about syncing Salesforce tasks 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. 

      Salesforce task fields and field types supported by Unito

      Here some of the most common Task 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 task 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 task field can be used as a trigger in your rules to filter work items from syncing with Unito.
      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 ✅    

      Account is a locked field, meaning it's required for your flow to work properly. In your other app or tool, create a custom field to pair with your Salesforce Account. Be sure to match the exact text from the Salesforce account field to the custom field names in your other tool.
      If your other tool doesn't support custom fields, then your Unito flows can only be synced 1-way from Salesforce to that tool.

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

      Salesforce custom field types

      This list is non-exhaustive. We recommend consulting Salesforce's own documentation for a full list of custom field types that can be included in your flows. 

      Salesforce Custom Field Types
      (partial list)
      		 One-Way? Two-Way?
      		 Rules?
      Auto number ✅ ✅  
      Checkbox  ✅ ✅ ✅
      Currency ✅ ✅  
      Date ✅ ✅ ✅
      Date / time  ✅ ✅  
      Email ✅ ✅  
      Number  ✅ ✅ ✅
      Percent ✅ ✅  
      Phone ✅ ✅ ✅
      Picklist ✅ ✅ ✅
      Picklist (Multi-select) ✅ ✅ ✅
      String ✅ ✅  
      Text ✅ ✅  
      Text Area ✅ ✅  
      URL ✅ ✅  

      *Custom fields are only available with certain Unito plans. Visit our pricing page for more information.

      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 compatibility

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

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

      • Webhooks: This is still in the works.

      • Related to: This field isn't supported yet.

      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! We'll be happy to help.

      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