Terms & Conditions

Integration Terms & Conditions

The terms outlined on this page are specific to the Salesforce integration, please also review the page linked below for additional Integration Terms which apply to all integrations

Data Included in the Integration

Mosaic Data Types and Data Fields populated from Salesforce:

Data Type

Fields

Employees

  • Name
  • Email

Projects

  • Title
  • Fee
  • Client

Clients

  • Title

Task

  • Description
  • Project
  • Assignee
  • Status

For a list of supported Target Fields in Salesforce please refer to this page

Integration Requirements

  • The Mosaic AI Application installed on your Salesforce Organization from AppExchange
  • A Salesforce API User Account authorized for the Mosaic AI Application

Important Information

  • Essentials and Professional editions of Salesforce (and any other) that do not include Workflows and Outbound Messages are not supported for integration
  • Data will update in Mosaic up to 4 hours after it is entered/updated in Salesforce