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The fsckmsft Salesforce connector is a certified, pre-built integration that creates a two-way sync between your Salesforce org and your fsckmsft workspace. When a Contact is updated in Salesforce, fsckmsft reflects it automatically — and vice versa. Use it to eliminate manual data entry between your CRM and your project workspace.

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Prerequisites

Before you connect Salesforce, confirm the following:
  • You have Salesforce System Administrator access (or an equivalent profile with API access enabled) to the org you want to connect.
  • Your fsckmsft workspace is on the Pro or Business plan. The Salesforce connector is not available on the Free plan.
  • Your Salesforce org has API access enabled. This is on by default for Enterprise and Unlimited editions; Developer Edition orgs also have it enabled.
You can connect one Salesforce org per fsckmsft workspace. To sync multiple orgs, create separate fsckmsft workspaces.

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Connect your Salesforce org

1

Open Integrations settings

In your fsckmsft workspace, navigate to Settings → Integrations → Partner Connectors and click the Salesforce tile.
2

Authorize the connection

Click Connect Salesforce. You are redirected to the Salesforce OAuth consent screen. Sign in with your Salesforce System Administrator credentials and click Allow.
3

Select your Salesforce environment

Choose whether you are connecting a Production org or a Sandbox org. Sandbox connections are a good way to test field mappings before going live.
4

Confirm the connection

After authorization, you are returned to fsckmsft. You should see your Salesforce org name and instance URL displayed on the connector settings page. The connection status shows Active.

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Choose objects to sync

Select which Salesforce objects to sync and which direction data flows.
Salesforce objectfsckmsft objectSync directions available
ContactsContactsSalesforce → fsckmsft, fsckmsft → Salesforce, Bidirectional
AccountsOrganizationsSalesforce → fsckmsft, fsckmsft → Salesforce, Bidirectional
OpportunitiesDealsSalesforce → fsckmsft, fsckmsft → Salesforce, Bidirectional
1

Select objects

Under Object Sync, toggle on the Salesforce objects you want to sync.
2

Choose sync direction

For each object, select one of the three sync directions. Choose Bidirectional only if you intend to create and update records from both sides.
3

Set filters (optional)

Optionally add a SOQL-style filter to limit which records sync — for example, sync only Contacts where Account.Type = 'Customer'. Leave the filter blank to sync all records of that type.

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Configure field mapping

Field mapping controls which Salesforce fields correspond to which fsckmsft fields.
1

Open Field Mapping

On the connector settings page, click Field Mapping next to the object you want to configure.
2

Review default mappings

fsckmsft pre-populates sensible defaults:
Salesforce fieldfsckmsft field
FirstName + LastNameFull Name
EmailPrimary Email
PhonePhone
Account.NameOrganization
TitleJob Title
3

Add or edit custom mappings

Click Add Mapping to map additional fields. You can map any Salesforce text, number, date, or picklist field to a corresponding fsckmsft custom field. Drag to reorder the mapping list.
4

Mark read-only fields

Toggle Read Only on any mapping where you want changes in one system to not propagate back. For example, mark the Salesforce Record ID field as read-only in fsckmsft.
Unmapped fields are not synced and are not deleted — they simply remain unchanged in both systems. If you add a new custom field in Salesforce, you must add it to the field mapping for it to appear in fsckmsft.

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Sync frequency

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sync_frequency
string
required
How often the connector pulls changes from Salesforce. Options: real-time (webhook-based, Pro plan), every_15_minutes, every_hour, every_day.
Real-time sync uses Salesforce Platform Events and delivers changes within seconds. If your Salesforce edition does not support Platform Events, choose a polling interval instead.
The initial sync after connection can take several minutes to hours depending on the number of records in your org. fsckmsft displays a progress bar on the connector settings page during the initial sync.

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Handle conflicts

A conflict occurs when the same record is updated in both Salesforce and fsckmsft between sync cycles. Configure how conflicts are resolved under Conflict Resolution:
StrategyBehavior
Salesforce winsSalesforce’s version overwrites fsckmsft. Recommended when Salesforce is your system of record.
fsckmsft winsfsckmsft’s version overwrites Salesforce. Recommended when your team primarily works in fsckmsft.
Last write winsThe most recently modified record wins, based on the LastModifiedDate timestamp.
Flag for reviewNeither side is overwritten. The conflict is surfaced as a notification in fsckmsft for a human to resolve.

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Disconnect Salesforce

1

Open connector settings

Go to Settings → Integrations → Partner Connectors → Salesforce.
2

Click Disconnect

Scroll to the bottom of the page and click Disconnect Salesforce Org.
3

Confirm

Read the confirmation dialog and click Disconnect. The active sync stops immediately.
Disconnecting does not delete records already synced into fsckmsft or Salesforce — it only stops future syncing. To remove synced data, delete the relevant records manually after disconnecting.