Integrated Data

Salesforce

What this page covers: A complete reference mapping every Salesforce field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.


Integration type	Cloud (Salesforce REST API / Outbound Messages)
Setup complexity	Low
Configurable fields	Standard fields; custom fields via scoped engagement
Prerequisite	Salesforce Integration Setup

How Data Flows

Salesforce (REST API / Outbound Messages) → Mosaic Sync Engine (field mapping) → Mosaic (4 synced data types)

Mosaic pulls data from Salesforce using the REST API and Outbound Messages. Standard object fields are mapped automatically; custom fields can be evaluated and incorporated through a scoped engagement.

Edition Requirements

Essentials and Professional editions of Salesforce (and any others) that do not include Workflows and Outbound Messages are not supported for integration.

Integrated Data Types

The integration syncs 4 data categories from Salesforce into Mosaic:

#	Data Type	Description
1	Clients	Account records mapped to Mosaic clients
2	Employees	User records with names, emails, and active status
3	Projects	Opportunity records mapped to Mosaic projects
4	Tasks	Task records with assignments, priorities, and statuses

This list may expand as new features are added. If new features require expanded permissions, your assigned Customer Success Manager will reach out to request updates to the profile associated with the Mosaic user.

Reading the Field Mapping Tables

Symbol legend for technical tables

The Technical Reference tabs below use a shorthand notation for Salesforce REST API sources. Read this legend before reviewing the mappings.

Symbol	Meaning	Example
`.`	API object field reference	`Account.Name` = the Name field from the Account object
`→`	Maps to / results in	`User.IsActive` → Active Status = IsActive determines active status

Detailed Field Mappings

Jump to a section: Clients | Employees | Projects | Tasks

Clients

What Syncs to Mosaic	Where It Comes From in Salesforce
Client Name	The Account name
Client Description	The Account description
Archive / Delete State	Whether the Account has been deleted
Created Date	When the Account record was created
Modified Date	When the Account record was last modified

Note: Parent Account can inform hierarchy but is not surfaced as a Mosaic Client relation by default.

Employees

What Syncs to Mosaic	Where It Comes From in Salesforce
Employee Name	The User's full name
Email	The User's email address
Role	The User's title (default mapping)
Active Status	Whether the User is active in Salesforce

Note: Manager or Department are not mapped by default.

Projects

What Syncs to Mosaic	Where It Comes From in Salesforce
Project Name	The Opportunity name
Client	The Account associated with the Opportunity
Status	Derived from the Opportunity stage and closed/won flags
End Date	The Opportunity close date
Fee	The Opportunity amount (optional)

Notes:

Opportunity Owner is not mapped by default.

Client probability is not mapped by default but can be scoped.

Customized append data coming soon: Description, Probability, Expected Revenue, and Type fields from Opportunity will be available as additional synced data in a future release.

Tasks

What Syncs to Mosaic	Where It Comes From in Salesforce
Task Name	The Task subject line
Description	The Task description / comment body
Project	The related Opportunity (if one exists)
Assignee	The User assigned to the Task
Priority	The Task priority level
Status	The Task status value
End Date	The Task due date or completion date

Notes:

OwnerId (Created By) is not mapped by default.

Custom pick-lists may require alignment.

Salesforce Documentation Links

A consolidated reference of all Salesforce documentation referenced in this guide:

Topic	Link
Object Reference	Standard Objects
Account	Account Object
User	User Object
Opportunity	Opportunity Object
Task	Task Object