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

Sync a Salesforce object into a custom model, mapping its keyable and its associations.

Salesforce Integration for Custom Models

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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