Integrate with Salesforce

The Good Grants Salesforce integration automatically syncs user and application data between Good Grants and your Salesforce CRM. This helps keep your Salesforce records updated with the latest applicant and application information from Good Grants. The integration supports two-way data synchronisation, meaning information can move between both systems.

To activate or trial the Salesforce integration, contact our client success team.

Common uses

The Salesforce integration allows organisations to automate a variety of workflows.

Examples include:

• 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 synchronised across platforms
• Allow teams to view application activity directly in Salesforce
   

Integration events

User events

Application events

Configure the Salesforce integration

Once the Salesforce integration has been enabled on your account, follow the steps below.

1. In the Manage workspace, go to Settings > Integrations > Marketplace
2. Click Salesforce
3. In the pop-up window, click Reconfigure
4. Optionally update the integration name and click Next
5. Click Connect to link your Salesforce account
6. Open the 'Events' tab
7. Select the data flows you want to enable
8. If using the tagging event, enter the relevant tags in the Tags to filter applications field
9. Open the 'Resources' tab
10. Select the form from the Local resources list
11. If using user events, also select Users
12. Choose the Salesforce record types you want to connect
    
13. Open the 'Resource mapping' tab
14. Select which Good Grants resources connect to Salesforce resources
    
15. Click Add to Application Resource Map to add additional mappings if required
16. Select the mapping resource you want to configure
17. Set the Local Unique Identifier (for example email or user ID)
18. Click Add to Field Map
19. Map Good Grants fields to their corresponding Salesforce fields
20. Click Finish

Testing your configuration

You can test this integration with a Salesforce developer sandbox. Standard Salesforce sandboxes are not supported. Contact our client success team to request access.

If you don't have a Salesforce developer sandbox, you can still test in your Salesforce environment by following these steps:

1. Create a custom object and records for testing in Salesforce
2. Configure your Salesforce integration and select tagging as the only event trigger in the 'Events' section
3. Create a new tag that won't be accidentally applied to other applications—for example, "SalesforceTest"
4. Complete the set-up following the instructions above

You can now send data to your Salesforce custom object by tagging test entries or applications with "SalesforceTest". This keeps your testing data separate from your live data.

Good to know

• The Salesforce integration is a paid add-on.
• A valid Salesforce account is required. Salesforce allows up to five Good Grants connections per user email. If you would like to integrate six or more accounts, a separate Salesforce email login will be required.
• The integration supports two-way data synchronisation. Events trigger data updates between the two platforms.
• If using tag-based events, tags must be defined during configuration.
• When configuring resources, user events require the Users resource to be selected.
• Unique identifiers ensure the correct Salesforce records are updated.
• Multiple Salesforce records can be updated from a single event through resource mapping.