Salesforce + GitHub Integration
Accelerate delivery with Salesforce GitHub integration to sync records, automate workflows, and reduce handoffs instantly
Reduce time-to-resolution for Cases and GitHub Issues company-wide
Keep Contacts and Opportunity records synced with commits
Create auditable links between Pull Requests and customer records
Today
Disconnected CRM and Dev Workflows
- Sales, support, and engineering teams waste hours on manual handoffs between Salesforce and GitHub, creating data silos and missed SLAs.
- Contacts and Leads lack dev context; Cases and Tickets become orphaned when engineers work on Pull Requests and Commits; Opportunities stall because bugs discovered in GitHub aren’t linked back.
- This slows time-to-fix, damages renewals, and creates audit gaps across customer records and deployment history.
- Teams duplicate updates, escalate via email, and lose SLA visibility, increasing churn risk and operational costs.
With Koodisi
Automated Sync with Koodisi
- Koodisi automates bi-directional syncing so Salesforce objects like Contacts, Leads, Opportunities, and Cases connect to GitHub Issues, Pull Requests, Commits, and Releases.
- Without code, teams map fields and trigger updates: create a GitHub Issue from a Case, attach Commits to Opportunity records, or post Pull Request status to a Contact’s activity timeline.
- Sales, support, and engineering gain real-time visibility, faster resolution, consistent records, and traceable audit trails for compliance and forecasting while reducing duplicate work and dramatically shortening release cycles.
The sync
What moves, in both directions
Salesforce and GitHub stay in step because the sync runs both ways.
Create GitHub Issues from Cases, add contact and account context to Issues, attach Case attachments to Issues, and open PRs for Opportunity-linked features.
Post Pull Request and Commit status to Opportunity and Contact timelines, update Case status when fixes deploy, and write Release versions back to Opportunities.
Teams reduce cycle times, improve data accuracy in Contacts, Cases, and Opportunities, and gain auditable histories linking Pull Requests and Releases to customer records, enabling faster SLA compliance, clearer forecasting, and measurable productivity gains across sales, support, and engineering teams.
Use cases
What teams automate with this integration
The work that moves between Salesforce and GitHub today, and what Koodisi takes over.
Auto-create GitHub Issues from Salesforce Cases
- Trigger: a high-priority Case is logged in Salesforce by Support.
- Koodisi creates a GitHub Issue with the Case description, Contact, priority, and attachments, and assigns it to the engineering team.
- Issue number and link are written back to the Case and Contact activity feed.
- Outcome: engineers get full customer context, support can track fix progress in Salesforce, SLAs are met faster, and handoffs via email are eliminated for transparent, auditable issue resolution.
- Managers gain metrics on time-to-fix and can prioritize Opportunities tied to affected customers improving renewal conversations and revenue.
Sync Pull Request Status to Salesforce Opportunities
- Trigger: a Pull Request changes status in GitHub (opened, merged, or closed).
- Koodisi updates the linked Opportunity in Salesforce with PR status, commit hashes, reviewer names, and deployment target.
- It appends a Chatter note and updates a custom field for release readiness.
- Outcome: Sales sees whether a feature for a customer has merged and deployed, enabling accurate delivery dates, faster renewals, and reduced escalations, while engineering gets feature requests traced back to Opportunity and Contact records for prioritized backlog planning.
- Product managers gain release visibility and marketers plan launch communications.
Close Cases with Commit-linked Resolutions automatically in Salesforce
- Trigger: a commit referenced to a GitHub Issue is merged and deployed.
- Koodisi locates the related Case in Salesforce using issue links and updates the Case status to Resolved, adds commit notes and release version, and notifies the Contact via email template or Chatter.
- Outcome: Support closes the loop without manual updates, customers receive timely resolution notices, engineering tracks which fixes landed, and leadership gets accurate metrics tying deploys to resolved Cases and impacted Opportunities for reporting and postmortem reviews.
- It reduces repeat tickets and shortens enterprise time-to-repair by half.
Automate deployment notifications to Salesforce contacts
- Trigger: a Release is published in GitHub.
- Koodisi identifies related Opportunities and Contacts via linked Issues and commits, then creates Activity records and Chatter posts on Opportunity and Contact timelines with Release notes, version, and deployment status.
- Outcome: Sales and Customer Success teams receive automatic deployment alerts tied to customer records, enabling proactive outreach for go-live, coordinated onboarding, and faster adoption.
- Executives obtain a single source of truth for deployments, improving forecasting and reducing finger-pointing across product, engineering, and customer teams.
- This streamlines enterprise rollouts, reduces downtime, and shortens time-to-value.
The workflow
What this looks like when it runs
- Koodisi sits between Salesforce and GitHub to make integrations predictable and business-focused.
- When a trigger event occurs, such as a Case created, a Pull Request opened, or a Release published, Koodisi catches the event and starts a workflow.
- Users visually map Salesforce fields (Contacts, Leads, Opportunities, Cases) to GitHub objects (Issues, Pull Requests, Commits, Releases) so records keep shared context.
- Koodisi’s no-code REST Client for both Salesforce and GitHub handles connection, retries, and error handling: failed records are isolated, alerted to owners, and retried automatically, while successful actions write back links and timestamps for auditing.
- Operations teams get observable, reliable syncs without new engineering work, lowering manual handoffs and improving SLA performance.
- Teams can add rules to notify managers for high-priority Cases linked to Pull Requests.
- Dashboards show sync health, pending errors, and throughput so leaders measure impact.
- Koodisi reduces delays, preserves data integrity, and provides the controls operations need.
Case → GitHub Issue
- 1Step 1 description — Case created or updated in Salesforce triggers the workflow
- 2Step 2 description — Koodisi maps Case fields to a new GitHub Issue and includes Contact and Account details
- 3Step 3 description — GitHub Issue is created and assigned to the engineering team with attachments
- 4Step 4 description — Issue link and number are written back to the Salesforce Case and Contact feed
Opportunity → Pull Request Status
- 1Step 1 — A linked Pull Request changes status in GitHub (opened, merged, closed)
- 2Step 2 — Koodisi captures PR status, commit hash, and reviewer information
- 3Step 3 — Opportunity in Salesforce is updated with PR status, notes, and release readiness flag
- 4Step 4 — Sales is notified via Chatter and Opportunity timeline includes PR link for forecasting
Governance
Automated, but still under control
Every run is authorised, recorded, and observable — the part that decides whether automation survives an audit.
Scoped permissions
Role-based access decides who can publish or run the Salesforce and GitHub workflows, and who can only watch them.
Every run recorded
Each execution writes an audit trail — what triggered it, what changed, and what the downstream system returned.
Credentials in Key Vault
Salesforce and GitHub credentials are stored and retrieved from Key Vault, never pasted into workflow steps.
Traced end to end
OpenTelemetry logs, metrics, and traces show where a run slowed down or failed, rather than reporting one aggregate status.
Routing rules stay readable
Which records sync, and which need approval first, live in a decision table your team can review and change without editing the workflow.
Sensitive fields masked
Personal and commercial values can be masked in logs so an operational record does not become a copy of your customer database.
Ship integrations faster. Operate them without chaos.
Less time on auth, retries, and deployment scripts. More time on the integrations your customers are asking for.
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