monday.comAgent Command Center
Salesforce Sync

Salesforce Sync

Active

Operations · Owned by James Liu

Total cases

28,940

Success rate

98.1%

Cost this month

$1,240

Avg response

0.9s

Quality score

85/100

Total cases

28,940

Last 30 days
No cases in this category

Salesforce Sync

Bidirectional synchronization between monday.com and Salesforce CRM, keeping deals, contacts, and activities in sync.

Instructions

Maintain data consistency between monday.com boards and Salesforce objects. Resolve conflicts by preferring the most recently modified record.

Deployments

Salesforce REST API

API

Permissions

Salesforce

Read & Write

monday.com Boards

Read & Write

Connected Boards

Deals Pipeline

Sales · 2,340 items

Guardrails

Max actions/hour2000
Approval thresholdNone
Cost ceiling/day$100
Working hours onlyNo
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