Salesforce #1: authentication and connecting Good Grants with Salesforce

Before Good Grants and Salesforce can start to share data, a connection between the two systems needs to be established and authorised, we achieve this by creating an integration. An integration is a vehicle used to allow Good Grants and Salesforce to talk to each other.

The following steps take you through the process of establishing an integration in Good Grants to share data with Salesforce. This article does not show you how to pair data between Good Grants and Salesforce.

How to create an initial integration with Salesforce

1. In the Manage workspace, go to Settings > Integrations > Integrations
2. Click on the New integration button
3. Give the integration a name and select Salesforce from the App drop-down field
4. Save
   
   Note: saving the integration will refresh the screen and show additional options.
5. Authenticate your connection between Good Grants and Salesforce; see below for continued steps

Authenticating your connection with Salesforce

Authenticating the connection between the two systems is where you are giving permission for Good Grants and Salesforce to share data.

1. In a new tab of your browser, log in to your Salesforce account
   
   Note: admin access is required within Salesforce.
2. From Good Grants, in the new Salesforce integration you created earlier, click the Authenticate button
3. Save

Saving queries your Salesforce account to establish a partnership between the two programs. If successful, you will see a message on screen saying "Integration successfully authorised" and your configuration view will update with more options. These additional options allow you to pair data between Good Grants and Salesforce based on certain automated actions in Good Grants.

Creating additional integrations with a dependency

A dependent integration is an integration relying on the authenticated relationship of another integration. You will need to first ensure you have one integration created and authenticated with your Salesforce account before proceeding. 

1. From the Manage workspace, navigate to Settings > Integrations > Integrations
2. Click on the New integration button
3. Give the integration a name and select Salesforce from the App drop-down field
4. From the initial configuration screen, give the integration a name and select the Salesforce app from the App drop-down field
5. Click Save to save the integration and refresh the screen to see additional options
6. Select the previous integration you created earlier of which is already authenticated
7. Save

Saving will establish a partnership between the two programs, however, the partnership is reliant (dependent) on the first integration being authenticated. If successful, your configuration view will update with more options. These additional options allow you to pair data between Good Grants and Salesforce based on certain automated actions in Good Grants.

Important tips

You will only ever need to authenticate one integration, even if you need more integration stages. You are limited to how many authenticated integrations you can have (currently 5), but you are not limited to how many dependency integrations you can have. A dependent integration simply means it's relying on another integration that is already authenticated, mitigating the need to authenticate consecutive times. It's important to keep in mind that dependent integration stages can only execute if the first authenticated stage has already been successfully executed by one of the automated actions.