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Salesforce two-way connector

Two-way sync between Salesforce and everything else.

Unito connects Salesforce with 60+ tools through secure, enterprise-grade, no-code integrations. Sync cases, opportunities, onboarding tasks, and more - both ways.

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Experience two-way sync for Salesforce

Connect Salesforce to your tools with secure, real-time syncing - built for enterprise scale.

Absolutely love the two-way sync. It allows our pipeline to run seamlessly from Sales to Engineering, while ensuring everyone is on the same page in Salesforce and Jira.

Anel Behric , IT Manager @ Cloudwerx

True two-way live sync, out of the box

Replace complex automations with a single, flexible sync that keeps work consistent - no missed updates, no duplicates.

Fully configurable, no coding required

Define what syncs with an intuitive platform. Use simple rules and field mappings for full control.

Scale and extend based on your needs

Connect Salesforce with 60+ pre-built or your own custom built connectors, enabling even the most complex workflows.

Sync Salesforce with business-critical tools

Salesforce Connector Details

Supported object types

Cases Opportunities Accounts Leads Contacts Campaigns + All additional native objects + All custom objects

Supported field types

String fields Number fields Datetime fields User fields Boolean fields Picklists Comments Currency Percent Double References IDs Attachments Full custom field support

Features that bring your Salesforce workflows to the next level

Lookup field sync

Expose the full schema of Salesforce reference fields and apply filters on subfields — like Account.Region — to keep synced data precise and relevant.

Mixed hierarchy support

Sync any object alongside its sub-items — like Accounts with their Contacts and Opportunities, or Cases with their Tasks — in a single configured flow.

Sandbox support

Test your workflows before going live to production by connecting to your sandbox environment.

Public and private comment support

Sync public and private comments to tools that don't natively support the distinction. Use Unito rules to control which comments sync and where they surface.

Example workflows for Salesforce

Key features

Granular control

Sync entire project hierarchies or specific subsets of data based on your needs. Control the direction of your workflows down to specific fields.

Custom sync rules

Use rules (aka. conditions or filters), to determine exactly what data to sync, such as issues assigned to you, issues, created after a certain date, and more.

Large datasets

Sync massive volumes of data across any number of projects and tools, without compromising performance.

Historical data sync

Your sync doesn’t rely on live triggers. Unito rules apply to any object in your tools and can also sync historical data.

Deep field configurability

Map fields including all basic native fields, comments, attachments, custom fields, and more.

Data transformation

Apply JSON settings to transform data as it is being synced between tools.

Get full platform overview

Real-world ways Unito simplifies integrations

Incident escalation to development

Push Salesforce cases to Jira or Azure DevOps to break down silos between support and engineering and resolve issues faster.

Connect Salesforce with

Cross-functional revenue workflows

Sync Salesforce with Asana or Smartsheet to coordinate sales, marketing, and ops around key deals, renewals, and onboarding projects.

Connect Salesforce with

Ticket visibility in Salesforce

Import support tickets from tools like ServiceNow or Zendesk into Salesforce to give account teams full context and improve collaboration with IT.

Connect Salesforce with

Power AI agents with complete context

Feed AI agents with real-time data and full business context by connecting Salesforce to tools across ITSM, DevOps, and business operations.

Connect Salesforce with

Enterprise-grade control and reliability

Unito is designed to meet the highest standards of security and performance.

SOC 2 Type 2 certified

GDPR and CCPA compliant

  • SSO
  • End-to-end encryption
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

Frequently asked questions about Salesforce

What can I sync from Salesforce using Unito?

Unito syncs Salesforce objects such as opportunities, contacts, and tasks with your other tools, mapping fields like text, numbers, dates, picklists, and custom fields. Field-level mappings control which data syncs and in which direction.

What Salesforce editions work with Unito?

Your Salesforce plan must support API access, which is available on Enterprise, Unlimited, Performance, and Developer editions. Within Salesforce, you need edit rights on any field you include in a flow.

How is Unito different from Zapier for Salesforce?

Zapier moves Salesforce data one way per Zap — a trigger fires and an action follows. Unito builds a continuous two-way relationship between Salesforce records and items in your other tools. It also syncs historical records, not just ones created after setup.

Do I need admin access to Salesforce to set up Unito?

You don't need a full admin role, but you need edit rights on every field you want to include in a flow, and your Salesforce edition must include API access. The setup itself is no-code.

Can Unito sync historical Salesforce data?

Yes. Records that existed before the integration can be linked and kept updated. Salesforce doesn't provide webhooks to Unito, so changes are picked up on a roughly five-minute cycle.

Let's configure your ideal workflow

Discover how Unito's platform can be tailored to your business needs.

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