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GitHub and Salesforce integration

Plan how GitHub and Salesforce should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Proposed workflow

Task or work item sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving GitHub Issues or Salesforce Tasks and Events needs a defined result in the other system.

  1. Start with GitHub Issues and Salesforce Tasks and Events. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve project, user, and parent-item references before the task.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between GitHub and Salesforce
GitHub recordSalesforce recordRecord matchingField ownership
IssuesProposed record; confirm Stacksync object support.Record matchingTasks and EventsProposed record; confirm Stacksync object support.Use a stable task/work-item ID and preserve its project or parent-ticket reference.Choose the owner of task status and assignment; destination workflow states may require an explicit transition.
IssuesProposed record; confirm Stacksync object support.Business process handoffCasesProposed record; confirm Stacksync object support.Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.Choose which ticket conditions create a work item and which task outcomes may update the support case.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

GitHub

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Repositories
  • Issues
  • Pull Requests
  • Commits
  • Releases
  • Workflow runs (Actions)
Confirm support for this record type and the direction you need.

Discuss GitHub requirements

Salesforce

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Writable standard objects (subject to detection mode)
  • Writable custom objects (subject to detection mode)
See connector requirements. Confirm field permissions and sync direction.

Read the Salesforce connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementGitHubSalesforce
Integration interfaceREST API and GraphQL APIREST, SOAP, and Bulk APIs
AuthenticationConfirm the credentials, API plan, and permissions required for GitHub.OAuth login via a Salesforce user
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used.
Read accessConfirm with StacksyncAvailable for supported records
Write accessConfirm with StacksyncAvailable for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

GitHub
Integration interface
REST API and GraphQL API
Authentication
Confirm the credentials, API plan, and permissions required for GitHub.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the GitHub account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for GitHub, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for GitHub and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Salesforce
Integration interface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
  • Test in a sandbox and make the intended objects and fields visible to the connected user.
Limitations to check
  • Object eligibility depends on write access and the selected detection mode. Non-triggerable objects cannot use trigger mode.
  • Read-only and formula fields need separate handling; a Salesforce platform capability does not establish support for every object.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Salesforce setup guide

Prepare GitHub and Salesforce access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

GitHub setup checklist
  • Identify the GitHub account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for GitHub, including read/write support, authentication, and initial-load limits.
Salesforce setup checklist
  • Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
  • Test in a sandbox and make the intended objects and fields visible to the connected user.

Setup guides: Authorize Salesforce

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the GitHub and Salesforce planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Record matching

Issues / Tasks and Events

Compare whether GitHub Issues and Salesforce Tasks and Events describe the same task or work item in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

GitHub
Object support to establish
Salesforce
Object support to establish
Record identity
Use a stable task/work-item ID and preserve its project or parent-ticket reference.
Field ownership
Choose the owner of task status and assignment; destination workflow states may require an explicit transition.

Fields to include

  • Source task ID
  • Parent reference
  • Assignee
  • Status
  • Due date
Record dependencies
Resolve project, user, and parent-item references before the task.
Validation
Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.
Recovery
Reconcile the destination state before retrying a transition to avoid reopening completed work.

References: Salesforce: Tasks and Events documentation

Business process

Issues / Cases

Support-to-work-item handoff: Salesforce Cases provides context for GitHub Issues. These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

GitHub
Object support to establish
Salesforce
Object support to establish
Record identity
Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.
Field ownership
Choose which ticket conditions create a work item and which task outcomes may update the support case.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record dependencies
Resolve requester, organization, team, and status references before ticket updates.
Validation
Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
Recovery
Check whether a reply or notification was already sent before replaying ticket actions.

References: Salesforce: Cases documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Issues / Tasks and Events to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Use a stable task/work-item ID and preserve its project or parent-ticket reference. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your GitHub and Salesforce record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Issues / Tasks and Events, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Issues / Cases handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time GitHub / Salesforce migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Task or work item sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Issues or Tasks and Events record needs a defined result in the other system.

  1. Start with GitHub Issues and Salesforce Tasks and Events. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve project, user, and parent-item references before the task.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

If it fails: Reconcile the destination state before retrying a transition to avoid reopening completed work.

Support case or ticket process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Issues or Cases record needs a defined result in the other system.

  1. Start with GitHub Issues and Salesforce Cases. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve requester, organization, team, and status references before ticket updates.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

If it fails: Check whether a reply or notification was already sent before replaying ticket actions.

Connect engineering context with Salesforce

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: An engineering record or operational event in GitHub needs a traceable relationship to Accounts or Contacts.

  1. Identify Issues or Organizations and Teams, its project or repository, and the event or issue ID.
  2. Decide whether Salesforce should receive a status update, a linked work item, or a notification. A mirrored record does not establish permission to execute code or change infrastructure.
  3. Preserve event order and parent relationships, and define who approves actions that change data or trigger work.

Expected result: A repeated event creates no duplicate work or notification; the relationship points to the correct project and business record.

If it fails: Inspect completed side effects and current destination state before replaying the engineering event.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Issues / Tasks and Events

Test case

Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

Expected result

The expected task or work item relationship is preserved with no duplicate action or unintended write.

Issues / Cases

Test case

Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

Expected result

The expected support case or ticket relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated task or work item change

Investigate

Inspect GitHub Issues and Salesforce Tasks and Events, their IDs, and the destination error.

Next action

Reconcile the destination state before retrying a transition to avoid reopening completed work.

Rejected or repeated support case or ticket change

Investigate

Inspect GitHub Issues and Salesforce Cases, their IDs, and the destination error.

Next action

Check whether a reply or notification was already sent before replaying ticket actions.

A record type or update is unavailable

Investigate

Check the GitHub and Salesforce connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between GitHub and Salesforce

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

GitHub Salesforce Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Salesforce.

Salesforce GitHub Direction requires confirmation

Detect changesStacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.

Apply updatesConfirm that Stacksync can create or update the records you need in GitHub.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

GitHub and Salesforce integration FAQ

Next step

Plan your integration with an engineer

Walk through your GitHub and Salesforce records, field mappings, and requirements with an integration engineer.