Good afternoon, Ohana
We are currently facing a critical issue with our monday.com Salesforce integration where data has stopped flowing from Salesforce to monday.com. We have been working with monday.com technical support, but we are still stuck at the "handshake successful but no data moving" stage.
The Current State:
- We have both the Legacy Integration and the new Salesforce Two-Way Sync App installed in our monday.com environment.
- The connection shows as "Polling Successfully" in the monday.com backend logs.
- The Connected App policies in Salesforce are configured for "Relax IP Restrictions" and "Refresh token is valid until revoked."
- Despite the successful connection, creating/updating a record in Salesforce does not trigger an item creation call in monday.com.
What we have tried/verified:
- Change Data Capture (CDC): We have enabled CDC for the relevant objects (specifically the Case object).
- Auth Handshake: We deleted the corrupted tokens/connections in the monday.com Autopilot hub and established a fresh connection.
- App Transition: We attempted to move the specific workflow from the legacy integration to the new Salesforce Two-Way Sync App to rule out stale token architecture.
- HAR Analysis: A .HAR file was captured and is currently being reviewed by support.
- Permission Audit: The authenticating user has "offline access" and "View All" permissions for the target objects.
The specific roadblock: Even with the "Two-Way Sync" app, we are unable to successfully map the Link field (monday.com) to the Object ID (Salesforce), and Salesforce events are seemingly not reaching the monday.com listener.
Has anyone encountered a scenario where the integration is authenticated and polling, but the event-stream from Salesforce fails to initiate the creation call? Are there specific Apex Triggers or Platform Event permissions within the monday.com Managed Package that might be silently failing?
Any insight into the "polling but not creating" behavior would be greatly appreciated.
#Integration #Data Management #API #Salesforce Developers #Salesforce Admin