Integrate with Salesforce

The Good Grants Salesforce integration allows you to automatically sync user and form data between Good Grants and your Salesforce CRM, helping you to keep your Salesforce records up to date with the latest applicant and application information from Good Grants.

Common uses

This is a two-way integration, allowing information to flow between Good Grants and Salesforce. Below are some data flows used by our clients:

• Sync applicant data from Good Grants to Salesforce

• Create or update Salesforce Contacts

• Link application submissions to Salesforce Accounts

• Sync application form responses to Salesforce records

• Track application status updates in Salesforce

• Keep applicant information up-to-date across both platforms

• Enable teams to view grant interactions within Salesforce
   

Each action in our Salesforce integration is initiated by an event and the full list of events are listed below:
 

Events

How to configure your integration

Once the Salesforce integration has been enabled on your account follow these steps to set up:
 

1. From the Manage workspace, go to Settings > Integrations > Marketplace
2. Click Salesforce
3. In the popup that appears, click the Reconfigure button
   
4. If desired, customise the name of the integration in the 'Initial Configuration' step and click Next
5. Click the Connect button to sync your Salesforce account
6. In the 'Events' tab choose which flows you would like to enable. 
   Important: if you want to use the tagging event you will need to define those tags in the Tags to filter applications field
7. In the 'Resources' tab, choose your desired form from the Local Resources list
   Important: if you plan on using any user events you will also need to select Users
   
8. At the bottom of the 'Resources' tab, choose the Salesforce records you want to connect with
   
9. On the 'Resource mapping' tab select which resources you want to connect to one another. You can connect multiple resources by clicking the Add to Application Resource Map button if, for example, you wanted to update both a contact and a record in Salesforce when an application has been submitted in Good Grants.
10. The 'Field Mapping' tab is where you will set which Good Grants and Salesforce data will be mapped. If you mapped multiple resources in the previous step you can cycle through them here:
    
11. Set values in the Local Unique Identifier so that only the correct data is updated. In the case of a user, for example, an email or user ID will be unique whereas a first name may not.
12. Click the Add to Field Map button and map all desired data where your local data is from your Good Grants account and external data relates to your Salesforce account.
    
13. Click Finish