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SALESFORCE INTEGRATION UPDATE

Insight Integration Migration FAQ 

Your Salesforce integration is moving to Project Intelligence Sync for Salesforce. Here's what will change, what will stay the same, and what you need to do. 

Overview

4 questions

  • What is changing with my Insight Salesforce integration?

    Insight Sync is being replaced by Project Intelligence Sync for Salesforce. Your data will still load into Salesforce every night, based on the data you have tagged for export. The source of that data is changing from Insight to Project Intelligence, and there will be a new managed package to install in your org.

  • Who does this apply to?

    Any organization that uses Insight Sync with Salesforce. 

  • Why is this happening?

    Insight is moving to ConstructConnect Project Intelligence. The Salesforce package you use today connects only to Insight, so a new package, Project Intelligence Sync for Salesforce, is needed to keep your CRM connected to ConstructConnect. Your account manager will help you plan the change and support you along the way.

  • How is the new integration different?

    Very little will feel different day to day. You'll see the same nightly data load and the same familiar tools in Salesforce. Behind the scenes, the data now comes directly from ConstructConnect Project Intelligence API rather than Insight.

Timing

2 questions

  • When will my account be migrated?

    Migrations begin in Q1 2027.

  • Will my team lose access during the move?

    No. Insight Sync keeps running until your new integration is confirmed. Most teams see no gap in access. We will tell you in advance if a short pause is needed.

Your data

3 questions

  • What happens to the project data already in my Salesforce org?

    Your existing data is not affected if you do not uninstall the current package. Data will be lost if the current package is uninstalled, so please wait for our confirmation before removing it. We will work with you on how to retain the data you need.

  • Will my reports and dashboards keep working?

    Reports that use data loaded by Insight Sync may need to be rebuilt on the new package. We will identify these with your admin ahead of time and help with the update.

  • Is my data still secure?

    Yes. Permission sets control who can see project data in Salesforce, so only the users you assign have access. The package follows Salesforce security review requirements.

What you need to do

3 questions

  • Does my Salesforce admin need to do anything?

    Yes. Please connect us with your Salesforce admin or technical contact so we can discuss a migration plan together. Your admin will need to do the below once your migration window starts:

    • Install Project Intelligence Sync for Salesforce in your sandbox org.
    • Assign permission sets to each user who needs access to the new package.
    • Begin testing. We will outline what needs to be checked during testing.

  • Which Salesforce editions are supported?

    Salesforce Enterprise Edition or above. The new package uses an API as the source of data, and Salesforce makes the API available only in Enterprise Edition and above. Your account team will confirm your edition before your migration is scheduled.

  • Do I need to change my users or licenses?

    Each licensed  Salesforce user who needs to access the new package must be assigned a permission set that comes with the managed package. Admins will have the ability to toggle settings within the package, while Users will have access to the custom objects of the package.   

    The current setup requiring a designated ConstructConnect Salesforce user utilizing a Salesforce license will no longer be needed. Data integration will now be fulfilled utilizing a granted token after install that connects you to the same data you can receive on the Project Intelligence platform. 

Support

1 question

What to expect next

Here is how the move works from your first conversation with us to turning off Insight Sync.

  1. A meeting about your workflows

    We will set up a meeting with your team to understand how your workflows use the ConstructConnect data that loads into your Salesforce org. This shows us which data, users, and reports you rely on, and what needs to carry over.

  2. A migration plan

    Using what we learn, we agree on a migration plan and a window with your Salesforce admin or technical contact.

  3. Install and access

    Your admin installs Project Intelligence Sync for Salesforce and assigns permission sets to the users who need it. We provide instructions and can join the session.

  4. Confirmation

    We confirm that your data is loading as expected and agree with you how to retain any data you need from the current package.

  5. Insight Sync is turned off

    Insight Sync stays on during your migration and transition.

    • Once testing in your sandbox confirms the integration works as expected, we will then have you install the package in your Salesforce production environment and test the data flow.
    • Once confirmed success, we will schedule the Insight Sync shut-off with you.

    Please keep the current package installed until we tell you it is safe to remove.

One connected workflow

Still have a question? 

Your account team can walk your Salesforce admin through the move and set up a migration window.

Support address: crmi-support@constructconnect.com