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
| Event | Action |
| User created in Good Grants | Create or update user in Salesforce |
| User updated in Good Grants | Create or update user in Salesforce |
| Contact created in Salesforce | Update user in Good Grants |
| Contact updated in Salesforce | Update user in Good Grants |
Application events
| Event | Action |
| Application submitted in Good Grants | Create or update application in Salesforce |
| Application updated in Good Grants | Create or update application in Salesforce |
| Application tagged in Good Grants | Create or update application in Salesforce |
Configure the Salesforce integration
Once the Salesforce integration has been enabled on your account, follow the steps below.
- In the Manage workspace, go to Settings > Integrations > Marketplace
- Click Salesforce
- In the pop-up window, click Reconfigure
- Optionally update the integration name and click Next
- Click Connect to link your Salesforce account
- Open the 'Events' tab
- Select the data flows you want to enable
- If using the tagging event, enter the relevant tags in the Tags to filter applications field
- Open the 'Resources' tab
- Select the form from the Local resources list
- If using user events, also select Users
- Choose the Salesforce record types you want to connect
- Open the 'Resource mapping' tab
- Select which Good Grants resources connect to Salesforce resources
- Click Add to Application Resource Map to add additional mappings if required
- Select the mapping resource you want to configure
- Set the Local Unique Identifier (for example email or user ID)
- Click Add to Field Map
- Map Good Grants fields to their corresponding Salesforce fields
- Click Finish
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.