Mosaic + Salesforce

Mosaic + Salesforce integrations

Generate Mosaic time entries from new Salesforce record updates

As you progress through the stages of your leads or opportunities, you might want to report your time spent between stages. This integration will automatically create Mosaic time entries as you mark stages as complete so you don't have to.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create Time EntryCreates a Time Entry
ActionWrite

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More things you can do with Salesforce and Mosaic

Discover other triggers and actions you can use with Salesforce and Mosaic

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Create Cost Rate
Triggers when a new Cost Rate is created.
Trigger
Instant
Try It
- Start Date
- End Date
- Clients
- Project IDs
- Phase Names
- Standard Work Category IDs
- Employee IDs
- Billable
- Statuses
- Created By Integrations
Trigger
Polling
Try It
- Portfolio
- Project
- Employee
Trigger
Instant
Try It
- Portfolio
- Project
- Submitted By
Trigger
Instant
Try It
- Portfolio
  Required
- Project
  Required
- Employee
  Required
- Title
  Required
- Date
  Required
- Estimated Hours
- Phase
- Work Category
Action
Write
- Name
  Required
- Description
Action
Write
- End Date
- Entity Id
  Required
- Entity Type
  Required
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Id
- Rate Group Id
  Required
- Start Date
- Team Id
  Required
Action
Write
- Amount
- Billing Category Id
- Invoice Date
- Invoice Number
- Invoice Type
  Required
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
  Required
- Project Id
  Required
Action
Write
- Member Id
  Required
- Project Id
  Required
- Role Id
  Required
- Phase Id
- Start Date
- End Date
- Override Phase Member Positions
Action
Write
- Message
  Required
- Member Ids
  Required
Action
Write
- Billable
- Billing Type
- Budget Fixed Fee With
- Budget Hourly With
- Budget Internal With
- Budget Phase By
- Dependable Phase Id
- Dependency Type
- End Date
- Estimated Cost
- Estimated Hours
- Fee Type
- Is Budget (Phase)
- Is Main
- Move After Phase ID
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
  Required
- Rate Group ID
- Rate Multiplier
- Project Number
- Start Date
- Title
  Required
- Total
Action
Write
- Hours
- Is Accrued
- Is Custom
- Name
  Required
Action
Write
- Name
  Required
- Description
Action
Write
- Portfolio
  Required
- Project
  Required
- Phase
  Required
- Employee
  Required
- Work Category
  Required
- Title
  Required
- Date
  Required
- Hours
  Required
Action
Write
- Cost Rate Id
  Required
Action
Write
- Entity Rate Id
  Required
Action
Write
- Phase ID
  Required
- Force Archive
- Force Destroy
- Project ID
  Required
- Recursive
Action
Write
- Rate Id
  Required
Action
Write
- Task ID
  Required
Action
Write
- Work Plan ID
Action
Write
- Entity Rate Id
  Required
- End Date
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Group Id
- Rate Id
- Start Date
Action
Write
- Department Id
  Required
- Name
- Description
Action
Write
- Invoice Id
  Required
- Amount
- Billing Category ID
- Invoice Date
- Invoice Number
- Invoice Type
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
- Project Id
  Required
Action
Write
- Role Id
- Start Date
- End Date
- Override Phase Member Positions
- Member Project Role Id
  Required
Action
Write
- Name
- Office Id
  Required
Action
Write
- Is Private
  Required
- Portfolio Name
  Required
- Portfolio ID
  Required
- Archive
- Unarchive
Action
Write
- PTO Id
  Required
- Hours
- Is Accrued
- Name
Action
Write
- Name
- Description
- Standard Role Id
  Required
Action
Write
- Billable
- Cost Rate
- Date
- Description
  Required
- Description ID
- Hours
- Member ID
- Phase ID
- Project ID
- Rate
- Status
- Standard Work Category ID
  Required
- Time Entry ID
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Get Rate Groups
Fetches all rate groups in team
Trigger
Polling
Try It
- All
- End Date
- Limit
- Max Daily Hours
- Max Total Hours
- Member IDs
- Minimum Daily Hours
- Minimum Total Hours
- Offset
- Phase IDs
- Project IDs
- Standard Work Category IDs
- Start Date
Trigger
Polling
Try It
- Portfolio
- Project
- Employees
Trigger
Instant
Try It
- Scope Ids
  Required
Action
Write
- Member Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Annual Rate
- Hours per year
- Actual Hourly Rate
  Required
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
  Required
- First Name
- Last Name
Action
Write
- All Day
- Daily Hours
- End Date
  Required
- Start Date
  Required
- Title
Action
Write
- End Date
- Is cost rate
- Member Id
  Required
- Phase Id
- Project Id
  Required
- Rate Amount
- Rate Id
- Start Date
Action
Write
- End Date
- Member Id
  Required
- Override Member Positions
- Role Id
  Required
- Strat Date
Action
Write
- Address 1
- Address 2
- Address 3
- City
- Country
- Name
- State
- Zip
Action
Write
- Is Personal
- Is Private
  Required
- Portfolio Name
  Required
Action
Write
- Project Id
  Required
- Member Id
  Required
- Permission Level
Action
Write
- Description
- Multiplier High
- Multiplier Low
- Rate
  Required
Action
Write
- Archived
- Billable
- Require Title
- Title
  Required
Action
Write
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write
- Department Id
  Required
Action
Write
- Member Project Rate Id
  Required
Action
Write
- Project ID
  Required
- Force Archive
- Force Destroy
Action
Write
- Standard Role Id
  Required
Action
Write
- Time Entry IDs
  Required
Action
Write
- Portfolio
  Required
- Project
  Required
- Task Description
  Required
- Estimated Hours
- Start Date
- End Date
- Assignees
Action
Write
- Cost Rate Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Actual Hourly Rate
  Required
- Annual Rate
- Hours Per Year
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
- First Name
- Last Name
- Member ID
  Required
Action
Write
- Member Project Rate Id
  Required
- End Date
- Rate Amount
- Rate Id
- Start Date
Action
Write
- Member Role Id
  Required
- End Date
- Override Member Positions
- Role Id
- Start Date
Action
Write
- Phase ID
  Required
- Billable
- Billing Type
- Budget Fixed Fee With
- Budget Hourly With
- Budget Internal With
- Budget Phase By
- Dependable Phase Id
- Dependency Type
- End Date
- Estimated Cost
- Estimated Hours
- Fee Type
- Is Budget (Phase)
- Is Main
- Move Action
- Move After Phase ID
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Project ID
  Required
- Add Billing Type and Rate Group to Phases
- Apply Rate Multiplier to Phases
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
- Project Number
- Rate Group ID
- Rate Multiplier
- Start Date
- Title
- Total
Action
Write
- Rate Id
  Required
- Description
- Merge Rate Id
- Multiplier High
- Multiplier Low
- Rate
Action
Write
- Archived
- Billable
- Require Title
- Title
- Standard Work Category ID
  Required
Action
Write
- Work Plan ID
  Required
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write

About Mosaic

Mosaic maximizes companies' efficiency and profitability by automating the planning, management, and tracking of time

HelpHelp

Related categories

Project Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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