Integration Guides

Integrated Data

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Integrated Data Types

By integrating your Salesforce data with Mosaic, you will be able to import the following data types (in Mosaic terms):

  • Employees
  • Projects
  • Tasks
  • Clients

Mosaic is constantly working on adding more features to our integrations; you can expect additional data points to be added to your integration in the near future!

If new features require additional permissions, your Customer Success Manager will reach out to request that they be added to the profile you have assigned to the Mosaic user.

Integrated Data Fields

Data Sources

Salesforce Data TypesMosaic Data Types
Account

- Name
- Description		Client

- Title
Opportunity

- Name
- Account name
- Stage
- Close Date
- Description *
- Probability *
- Expected Revenue *
- Type * * Customized append data coming soon 		Project

- Title
- Client
- Status
- End Date
User

- Name
- Username
- Email		Employee

- Name
- Email
Task

- Subject
- Related To - Opportunity (if there is one)
- Assigned To
- Created By
- Status
- Due Date / Completion Date Time		Task

- Description
- Project
- Assignee
- Status
- End Date

Unsupported Data Sources

  • Essentials and Professional editions of Salesforce (and any other) that do not include Workflows and Outbound Messages are not supported for integration
  • Integrating Data Types that are not explicitly listed in the Salesforce Integration Documentation

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Please Note:

If there is a data endpoint not listed in this documentation and it is required for your integration, it will be a customization, charged at an hourly rate.

Updated 12 days ago