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Integrate Salesforce with Good Grants

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Integrated with Salesforce

The Good Grants integration with Salesforce facilitates native two-way data exchange

Powerful and flexible configuration options allow you to choose what information is exchanged with your Salesforce account, and where.

Zero developer effort is needed to set-up an integration— simply authenticate access to your Salesforce account and activate the data exchange features you need.

For member-based organisations using Salesforce, keep your member records in synch with Good Grants and up-to-date. Validate membership to unlock discounted application fees for your members entering your program with Good Grants.

When a user registers in Good Grants

  • Check for an existing customer record in Salesforce

  • Retrieve information from Salesforce to populate a Good Grants user record

  • Create or update customer and organisation records in Salesforce, populate with information collected in Good Grants

When a user updates their profile

  • Update their customer record in Salesforce

When submitting an application

  • Create or update records in Salesforce and populate with application information

  • Create separate records for contributors or team members credited in an application

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