--- source_url: "https://unito.io/connectors/salesforce/?utm_source=openai" title: "Salesforce Two-Way Sync | No-Code Integration by Unito" mirrored_at: 2026-08-29T01:03:12.828Z host: unito.io cited_in_42a: true mirror_canonical: "https://index.42a.ai/unito.io/connectors/salesforce/index__q__utm_source_openai" --- > **Original source:** https://unito.io/connectors/salesforce/?utm_source=openai ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_salesforce.svg) ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_jira.svg) ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_zendesk.svg) ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_asana.svg) ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_monday-com.svg) ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_azure-devops.svg) ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_servicenow.svg) +60 more ## 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. [Talk to sales](https://unito.io/demo/) ## 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. , IT Manager @ Cloudwerx Replace complex automations with a single, flexible sync that keeps work consistent - no missed updates, no duplicates. Define what syncs with an intuitive platform. Use simple rules and field mappings for full control. Connect Salesforce with 60+ pre-built or your own custom built connectors, enabling even the most complex workflows. ## Sync Salesforce with business-critical tools ![](https://unito.io/wp-content/uploads/2024/11/connector-icon_salesforce.svg) + ## Salesforce Connector Details ### Supported object types Lead Contact Account Opportunity Case \+ Standard & custom objects ### Supported field types Comments (Chatter) Attachments Users & assignees Text Dates Checkboxes Linked items Links Numbers Rich text Email Full custom field support ## Features that bring your Salesforce workflows to the next level Expose the full schema of Salesforce reference fields and apply filters on subfields — like Account.Region — to keep synced data precise and relevant. Sync any object alongside its sub-items — like Accounts with their Contacts and Opportunities, or Cases with their Tasks — in a single configured flow. Test your workflows before going live to production by connecting to your sandbox environment. 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](https://unito.io/wp-content/uploads/2020/12/Salesforce-Features-1.svg) ## 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](https://unito.io/platform-overview/) - "Without a unified solution, we were spending as much time managing tools as we were working on the projects themselves" - "Unito allows our pipeline to run seamlessly from Sales to Engineering, while ensuring everyone is on the same page in Salesforce and Jira." - "Unito grants more visibility to executives and project managers. Syncing Jira and Wrike provided more clarity in our reporting and enables collaboration between teams." - "We saved more than 40 hours a week after syncing Asana and Jira through Unito. Our engagement with the C-suite was far, far better than expected." - "We're not just saving on licensing costs - we're reallocating time and resources. Tasks that used to take hours are now automated." - "Unito allows to have the right project management tool and the right development tool so our teams can do what they need to do without changing the way they work." ## 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. ### 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 #### SOC 2 Type 2 certified #### GDPR and CCPA compliant - SSO - Secure from end to end - Access controls and flow permissions - Centralized monitoring tools - No data stored by Unito ## Frequently asked questions about Salesforce 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. 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. 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. 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. 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.