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#Integration77 discussing

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:

  1. Change Data Capture (CDC): We have enabled CDC for the relevant objects (specifically the Case object).
  2. Auth Handshake: We deleted the corrupted tokens/connections in the monday.com Autopilot hub and established a fresh connection.
  3. 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.
  4. HAR Analysis: A .HAR file was captured and is currently being reviewed by support.
  5. 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

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I wanted to see what is the best approach to take for the below scenario outlined. 

 

We are currently exploring how best to incorporate a stream of our business into Salesforce. This side of the business would contain a project and multiple phases. While we plan to utilise Opportunities to capture the overarching (parent) project, the complexity arises in how we manage the delivery structure of the phases. Many of these projects can include a significant number of phases often 20, 30, or even 50+ each with its own associated value and cost etc. 

The project would have a different sales process and custom fields to the phases so i understand if it is opportunities (and child Opps) we have to go with seperate RTs will be needed. 

 

Given this, we’re unsure whether standard Opportunity records alone are the most effective solution. 

I would greatly value any thoughts on how best to implement this in our org.  

 

#Salesforce Admin  #Salesforce Developer  #Flow  #Sales Cloud  #Data Management  #Integration  #Trailhead Challenges

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Hello folks --    We currently use both Salesforce and SharePoint to save and share important client docs.     Biggest challenges facing our teams now:

  • Salesforce files are hard to sort. A client record could have between 10-25 associated with it and we can only sort by name or date uploaded. We've tried naming conventions but user adoption has been tough.
  • Storage limits within Salesforce, storing this stuff there can get pricey.
  • Redundancy, users are hesitant to bounce between systems to upload all these docs. 

  I see there are a number of options on the AppExchange at a variety of features and price points.    

  • If you've used one of these products in the past, how did you like it? 
  • Any gotchas or or surprises you wish you had know about going in?
  • Do you consider the tool a good value when comparing the price vs features?

 

Thanks!    

4 answers
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Jun 30, 2025, 9:41 PM

    Without a doubt, the best and out of the box option is Files Connect: https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_connect.htm&type=5

     

     

    I have experience with this for Google Drive but it works for SharePoint as well!

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I'm able to connect through Power BI Desktop and get data. When I try to set up a gateway connection either through the on-premises enterprise gateway or cloud connection, I receive an error similar to the below.  ***  Unable to create connection for the following reason: OAuth login through the data gateway was unsuccessful. Specific error details available below and in the gateway logs.    Details:    Power BI Enterprise Gateway: The service returned an invalid token. Please contact your IT administrator if this issue persists.    Please have this information handy if you choose to create a support ticket.    Session Id: 5aed450a-2e0b-4787-a207-8ebc9e83c31d  RequestId: 6b46b540-004c-4daf-9b81-bd8df69e1034  Cluster URI: https://api.powerbi.com  Status code: 400  Time: Tue Jun 24 2025 09:40:15 GMT-0700 (Pacific Daylight Time)   

4 answers
  1. May 26, 1:40 AM

    Hi @William Luong 

     

    If you keep hitting walls with the native connector's gateway flow there's a Salesforce AppExchange alternative worth knowing about: Metrica Power BI Connector for Salesforce.  

     

    It runs through its own Connected App on the Salesforce side and exposes data over an endpoint, so the gateway/cloud connection auth flow is simpler and doesn't suffer from the same token-handoff issues. 

     

    30-day free trial, happy to set up a demo if useful.

     

    Cheers,  

    Metrica Team.

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We are setting up a WhatsApp Unified Messaging channel in Marketing Cloud Next sandbox environment integrated with Agentforce. Inbound messages from WhatsApp arrive correctly in Salesforce and create a Messaging Session. However, outbound messages never reach the WhatsApp number.

What we have configured so far:

- WhatsApp channel connected via Unified Messaging

- Agentforce Agent configured on the channel

- MessagingConsentV2 connector set to Connected

- MessagingConsentV2 data stream Active

- Consent imported via Marketing Cloud Next consent import screen

- Consent record confirmed in Data Cloud Data Explorer with ConsentStatus = OPT_IN

- Template message approved by Meta

- Test send shows Success in Marketing Cloud Next UI

The message never arrives on the WhatsApp number. We are using the test channel available in sandbox.

Any help is appreciated. Thank you.

#Marketing Cloud #Agentforce #Integration
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Hi all, 

 

I am trying to connect Data Cloud and Microsoft Fabric.  

 

What is your recommendation for the best connector? I Zero Copy an option? 

 

Kind regards 

 

Morten

6 answers
  1. May 23, 6:35 AM

    Hi @Henry Wong — you're right!

    To clarify — that Beta connector is for pulling data from Fabric into Data Cloud, not the other way. Sorry for the confusion!

    There's no native output connector from Data Cloud/CRMA to Fabric yet. The working path right now is Data Stream Export → ADLS Gen2 → OneLake shortcut:

    1. Set up a Data Stream Export in Data Cloud targeting your ADLS Gen2 storage account
    2. Create an OneLake shortcut in your Fabric Lakehouse pointing to that ADLS Gen2 container — this avoids duplicating data
    3. Use Dataflow Gen2 or a Fabric pipeline to load it into Delta tables for querying

    This sidesteps the volume issues you're hitting with the CRMA output connector since you're controlling the export from the Data Cloud side.

    Let me know if you hit any snags on a specific step! 

    https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-microsoftfabric-connector.html

    Microsoft Learn — OneLake shortcut to ADLS Gen2: https://learn.microsoft.com/en-us/fabric/data-factory/connector-azure-data-lake-storage-gen2

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  1. Oct 16, 2024, 8:59 PM

    Hi, @Kirill Kirienko, Salesforce might not have rolled out the feature yet. Non of the Orgs I have access to have this feature though it's available from Salesforce's own document and demo videos.

    Hi, , Salesforce might not have rolled out the feature yet. Non of the Orgs I have access to have this feature though it's available from Salesforce's own document and demo videos.

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My company currently has integrations working through the Boomi platform, but we were able to convince them to switch to Mulesoft.  However, after signing the contract, they spent about 10 months debating whether we should just stick with Boomi, use both (yuck), etc.  As the sole integration developer at the company, I am now trying to migrate, test, and deploy the integrations in Mulesoft.    Onto the problem:  Our ERP system is called QAD (no surprise if you've never heard of it).  They have a plugin called QXtend that uses SOAP to facilitate integrations, and it is supposed to be the easiest, best practice approach.  At the same time, they are intensely particular about structure/formatting of inputs/outputs, and I am very stuck trying to get things working while I have until May 31 to complete the project.    I can provide more details if anybody is confident they can help, but before wasting anybody's time, some context:  - These integrations all exist in Boomi, but Boomi is a partner with QAD, so copying the configuration doesn't seem to work.  - We have worked with technical resources on the Mulesoft side and the QAD side (including support and a third party consulting agency), and nobody has been able to fully understand what isn't working and/or why.  - QAD documentation exists, but it is sparse and rarely helpful (in my opinion).  - There is an alternative REST api that can be used for some of the integrations, but QAD REST APIs require manually handling pagination, and we have yet to get that working.    Bottom line, if anybody has experience integrating with this platform or know someone who has, I would be happy to provide as much detail as needed if they think they can help.    Thanks everyone, and this is my first post, so forgive me if I'm doing this incorrectly.  

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Hi, 

I am trying to connect to financial edge system using MuleSoft and wanted to check anyone has experience with this integration. 

I have come across connectors such as OAuth and SQL Select, but I am not entirely sure about configuration and pipeline. The preference is Salesforce products. 

 

Anyone has done something similar could please share some guidance? 

1 answer
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