Integrated Data

Integrated Data Types

This document outlines the Salesforce objects currently supported by Mosaic’s Salesforce integration and how their standard fields map to corresponding entities in Mosaic. It is recommended to use this guide alongside the Salesforce setup guide for installation steps and permission requirements.

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

Clients
Employees
Projects
Tasks

Mosaic is continuously enhancing its integrations, and additional data points are expected to be included in the near future. If new features require expanded permissions, the assigned Customer Success Manager will reach out to request updates to the profile associated with the Mosaic user.

The tables below outline common standard fields for each object and their corresponding destinations in Mosaic. Please note the following considerations:

Field availability depends on the Salesforce edition, configuration, and user permissions.
Coverage of custom fields can be assessed and incorporated through a scoped engagement.

Integrated Data Fields

Data Sources

Salesforce Data Types	Mosaic Data Types	Notes
Account Name Description IsDeleted CreatedDate LastModifiedDate	Client Title Archive/Delete State Source Created At Source Updated At	Parent Account can inform hierarchy but is not surfaced as a Mosaic Client relation by default
Opportunity Name Account name StageName Close Date Amount IsClosed / IsWon Customized append data coming soon Description Probability Expected Revenue Type	Project Title Client Status End Date Fee (optional)	Opportunity Owner not mapped by default Client probability not mapped by default but can be scoped
User Name Username Email Title IsActive	Employee Name Email Role (default) Active Status	Manager or Department not mapped by default
Task Subject Description Related To - Opportunity (if there is one) Assigned To Created By Priority Status Due Date / Completion Date Time	Task Task Name Description Project Assignee Priority Status End Date	OwnerId not mapped by default Custom pick-lists may require alignment

Salesforce Data Types

Mosaic Data Types

Notes

Account

Name
Description
IsDeleted
CreatedDate
LastModifiedDate

Client

Title
Archive/Delete State
Source Created At
Source Updated At

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

Opportunity

Name
Account name
StageName
Close Date
Amount
IsClosed / IsWon

Customized append data coming soon

Description
Probability
Expected Revenue
Type

Project

Title
Client
Status
End Date
Fee (optional)

Opportunity Owner not mapped by default
Client probability not mapped by default but can be scoped

User

Name
Username
Email
Title
IsActive

Employee

Name
Email
Role (default)
Active Status

Manager or Department not mapped by default

Task

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

Task

Task Name
Description
Project
Assignee
Priority
Status
End Date

OwnerId not mapped by default
Custom pick-lists may require alignment

Notes:

Custom fields can be evaluated and added through a scoped engagement.
Field availability varies by Salesforce edition, configuration, and user permissions.
Relationships such as Account hierarchy, Opportunity Owner, and Task Owner are not mapped by default but can be scoped if needed.

Unsupported Data Sources

Essentials and Professional editions of Salesforce (and any others) 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.