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Salesforce CRM Connector

Sync grants, applications, and funders with your Salesforce org in real time.

Enterprise Only
Salesforce Professional, Enterprise, Unlimited

Connect Your Salesforce Org

Your Salesforce domain — found in Setup → My Domain. Supports production and sandbox: use https://test.salesforce.com (or your sandbox My Domain URL) to connect a sandbox org.

From your Connected App — Setup → App Manager → [Your App] → View → Consumer Key

Click "Click to reveal" next to Consumer Secret in your Connected App settings

The Salesforce user account that will own the API connection

The password for the username above

Reset via Setup → My Personal Information → Reset Security Token (append to password if IP whitelisting is not enabled)

Sync Grants & Contacts to Salesforce

Exports your grant applications, funder contacts, and activities as a Salesforce-ready CSV import file.

Test Bidirectional Sync (No CRM Credentials Needed)
Simulate the full round-trip: create a test application, push it to Salesforce, update a field in Salesforce, and verify it syncs back to Grant Search US.
This creates a real test application and logs a sync audit entry — no external Salesforce connection required.

AI-Powered Field Mapping
New

Let AI read your Salesforce schema and auto-suggest field mappings — then review, adjust, and save in seconds.

Connect Your CRM First

Complete your CRM connection above, then use AI-powered field mapping to auto-configure your sync.

Prefer manual mapping? Use the step-by-step wizard

Connect Salesforce First

Complete your Salesforce connection above before configuring field mappings. The wizard needs an active connection to validate your schema.

What's Included

Bi-directional Sync

Changes in either platform sync automatically every 15 minutes or on demand.

Custom Object Mapping

Map grants, applications, and outcomes to any Salesforce standard or custom object.

Team Attribution

Grant writers auto-assigned as Opportunity owners in Salesforce based on their email.

Pipeline Reporting

Native Salesforce dashboards and reports powered by real-time grant data.

Activity Logging

All application activity logs automatically as Salesforce Tasks and Events.

Trigger-Based Workflows

Fire Salesforce flows when grant status changes — auto-assign tasks, send alerts, update records.

Step-by-Step Setup Guide

Follow these steps to connect your Salesforce org. Click each step to expand.

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