Stay in sync across platforms! Say goodbye to retyping data from Instrumentl, or exporting CSVs from reports into Salesforce. With our Salesforce Integration, you can seamlessly maintain your funder and opportunity records all in Instrumentl.
This Integration is available on our Professional and Custom Plans.
Overview
See why & how our Salesforce Integration can work for you in this video walkthrough:
In the remainder of this article, we'll break down how to set up the integration step by step so you can start linking and syncing!
Setting up Salesforce Integration
First, access Salesforce by going to Account → Integrations on the bottom left-hand side of your Instrumentl account:
Next, users will be prompted to Log into Salesforce to enable the integration:
Then, users will be asked to map Instrumentl fields to the appropriate fields in their Salesforce account.
Link Funding Opportunities to Salesforce
Once you have the integration set up, you’re ready to sync funding opportunities from your Tracker to Salesforce with just a few clicks.
Step 1: Open an Opportunity From Your Tracker
Step 2: Click “Link to Salesforce”
Once configured, updates made in your Tracker will automatically sync to Salesforce. Your Instrumentl Tracker can now become the main hub for all your grant work. Find more details on Salesforce integration below.
List of Mappable Fields
The following information from Instrumentl can be synced to Salesforce (* denotes that the field is required):
Opportunity
Opportunity name*
Opportunity deadlines
Link to Instrumentl's funding opportunity page
Funder portal URL
Powered by Instrumentl checkbox
Opportunity notes
Statuses*
Amount requesting
Amount awarded
Funder
Funder name*
Link to Instrumentl's funder page
Powered by Instrumentl checkbox
Funder notes
Tasks (optional)
Funding Opportunity*
Description*
Deadline
Assignee
Status
Learn more about mapping certain fields in our FAQ below.
FAQs
Understand specific aspects of mapping, syncing & updates, available fields, and setting up "Close Dates".
🔗 Updating Syncs & Mapping
Linking & syncing - how updates to Salesforce work!
Is every saved opportunity automatically sent to Salesforce?
Is every saved opportunity automatically sent to Salesforce?
No, you must explicitly link each opportunity you want synced to Salesforce. This is by design so you’re in control and your Salesforce account stays tidy.
After linking an opportunity, do I have to push it to Salesforce after each change I make?
After linking an opportunity, do I have to push it to Salesforce after each change I make?
No, any change that you make to the linked opportunity will automatically be sent to Salesforce, except for Funder Deadlines:
The one exception is Funder Deadlines — since Instrumentl maintains those, we want you to stay informed of when those change. You’ll see a notification that the funder deadline changed, and then you’ll have the ability to confirm syncing that deadline change to Salesforce.
Do I need to re-sync records after changing mapping?
Do I need to re-sync records after changing mapping?
Nope! If you sync some records, and then realize you need to tweak the mapping (e.g., map Amount Requested to something else), you don’t need to go back and re-sync. It will automatically flow over according to the new mapping.
Can the integration sync Funder notes?
Can the integration sync Funder notes?
Yes, you can map these! These are typically done to the “Account Description” field.
☑️ Optional Checkboxes
When setting up your integration, consider mapping these fields to Salesforce.
What is the "Powered by Instrumentl" checkbox?
What is the "Powered by Instrumentl" checkbox?
This is only if you want colleagues looking at Salesforce to know that a record is being synced from Instrumentl. You'd just need to create a new field on Salesforce for Instrumentl to map it to. If you don't want to create a new field on Salesforce, you can update it to be another field on Salesforce. You also have the choice to not use it at all and keep it empty.
What are "Optional Fields"?
What are "Optional Fields"?
These are going to be specific to your nonprofit’s Salesforce fields. We want to let you decide how they get filled out. For example, if you know every record here should get marked with the “Grantmaker” checkbox because that’s something your organization marks in Salesforce, simply check it off here and let Instrumentl do the work to mark them all for you:
📆 Mapping "Close Date"
You'll want to map to Salesforce's "Close Date" field.
Pro Tip: Your dedicated CSM will also help you with Close Date setup during our white-glove Integration Onboarding.
What should I put as the "Close Date"?
What should I put as the "Close Date"?
In short, this is a requirement from Salesforce and can be any date. You can set up a Custom Field on Instrumentl to customize the close date for each grant, and map it to the Close Date for that grant on Salesforce.
How do I set up an Instrumentl "Close Date" and map it to Salesforce?
How do I set up an Instrumentl "Close Date" and map it to Salesforce?
Customize an Instrumentl "Close Date" field to map to a grant's Salesforce "Close Date":
In your Instrumentl account, navigate to Account > Custom Fields and create a "Close Date" Custom field:
Next, head over to Account > integrations > Salesforce > pg. 3 "Map Funding Opportunity Data" to map this Custom Field:
Then, you'll just add in the individual Close Date on an opportunity page before you sync to Salesforce:
If "Close Date" changes during the middle of the year, will it automatically flow through to the existing synced records?
If "Close Date" changes during the middle of the year, will it automatically flow through to the existing synced records?
Yes — once you update the Close Date on the grant saved in Instrumentl, the synced records will automatically update to the new Close Date in Salesforce. You will see a history of the changes in Salesforce.
Contact Us 
Feel free to reach out if you have any questions about Salesforce Integration! Simply message our friendly support team via the chat bubble when you're logged in, or email us at hello@instrumentl.com.