Stay in sync across platforms! Say goodbye to retyping data from Instrumentl, or exporting CSVs from reports into Salesforce. With our new Salesforce integration, you can seamlessly maintain your funder and opportunity records all in Instrumentl.
To see how it works, watch this 6 minute video:
Here we'll break down how to set up the integration step by step:
Set up Salesforce Integration
You can access it by going to Account → Integrations on the bottom, left-hand side of your screen.
Users will be asked 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 setup, 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, any update made in your Tracker will automatically sync to Salesforce. Your Instrumentl Tracker can now become the single source of truth for all your grant work. Available for Pro and Custom Plans.
Salesforce Integration FAQ
Q: 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.
Q: 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. 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.
Q: What is the Powered by Instrumentl checkbox?
This is only if you want folks 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 that to. If you don't want to create a new field on Salesforce, you can just update it to be another field on Salesforce. You also have the choice to not use it at all and keep it empty.
Q: 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 “Grantmaker?” checkbox because that’s something your organization marks in Salesforce, then you can check it off here and let Instrumentl do the work to mark them all for you.
Q: Can the integration sync funder notes?
Yes, you can map these! These are typically done to an “Account Description”.
Q: If close date changes during middle of the year, will it automatically flow through to 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.
Q: 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 (i.e. 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.
Q: 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. Your CSM will help you get this set up in our white-glove Integration Onboarding.
Q: What 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
Feel free to reach out if you have any questions about how to use this new feature! Just use the chat bubble when you're logged in, or email us at hello@instrumentl.com.