Planhat

An overview of Planhat's Salesforce integration, and step-by-step guidance to set it up

Setting up the Salesforce integration

How to sync group structures of Salesforce Companies into Planhat (and sync back to Salesforce too)

Learn how to sync an additional Salesforce object to a Planhat model

Learn about planned activities and logged activities in Planhat, and how they relate to the Salesforce integration

Learn all about the different types of sync possible with the Salesforce integration

This article lists the fields synced (or populated) without custom field mapping

Permission requirements for the Salesforce User connecting the Salesforce integration

If you have questions about why data isn't being synced via the Salesforce integration, this article is here to help!

All about Salesforce error notifications, and how you can use them to troubleshoot integration errors

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you