Planhat

An overview of Planhat's Salesforce integration, and step-by-step guidance to set it up

Setting up the Salesforce integration

How to sync group structures of Salesforce Companies into Planhat (and sync back to Salesforce too)

Syncing Company/Account group structures (parent/child) via the Salesforce integration

Learn how to sync an additional Salesforce object to a Planhat model

Extension objects in the Salesforce integration

Learn about your options when syncing planned and logged activities

Syncing Salesforce Tasks with Planhat Conversations (Notes) and Tasks

Learn about planned activities and logged activities in Planhat, and how they relate to the Salesforce integration

Tasks and Notes in the Salesforce integration - technical details of the standard sync sections

Learn all about the different types of sync possible with the Salesforce integration

Automatic and manual syncing in the Salesforce integration

This article lists the fields synced (or populated) without custom field mapping

Fields synced as default in the Salesforce integration

Configuration steps in Salesforce (and Planhat) for authentication and connection

Salesforce integration: connecting via an Integration User and Permission Set

If you have questions about why data isn't being synced via the Salesforce integration, this article is here to help!

Salesforce troubleshooting guide

All about Salesforce error notifications, and how you can use them to troubleshoot integration errors

Salesforce error notifications

Carly Hammond

Christian Dreyer

Diego Checa

Salesforce

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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