Set Up a Monday Connection (Beta)

Set up the Monday connection to start the flow of data into Data Cloud.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data Cloud Connector team at datacloud-connectors-beta@salesforce.com.
User Permissions Needed 
To create a connection:System Administrator

Before you begin:

  • Enable the Beta connector through the feature manager. See Enable Data Cloud Features.
  • Verify your admin has enabled firewalls on the system you want Data Cloud to connect to by including these IP addresses to your allowlists.
  • If using Named Credentials as your authentication method, set up OAuth based authentication. Then create external and named credentials.

Steps and links that are outside of Salesforce content aren’t regularly updated and may not be accurate.

  1. In Data Cloud, click Setup, and select Data Cloud Setup.

  2. Under External Integrations, select Other Connectors.

  3. Click New.

  4. On the Source tab, select Monday and click Next.

  5. Enter a connection name, connection API name, and provide the authentication and connection details.

    Learn more about the configuration details in Monday's documentation.

  6. For Authentication Method, select either API Token or Named Credential.

    1. For API Token, enter your token.

    2. For Named Credential, select a credential from the dropdown.

  7. For Connection Details, optionally add the schema and domain.

  8. To review your configuration, click Test Connection.

  9. Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.