Salesforce Pipeline Integration Setup

  • Updated on Feb 10, 2025
  • Published on Dec 12, 2024
  • 3 minute(s) read
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Before you begin

In order to successfully connect Salesforce to GovDash, you must be a Salesforce administrator, and a GovDash administrator. This is required in order to grant GovDash permission to access your Salesforce.

Requesting Salesforce Integration Access

To request access to the Salesforce integration:

  1. Access the Capture Settings in GovDash.

  2. Click the Request Salesforce Integration button.

  3. Our team will process your request, and then you can continue on with setup after receiving your confirmation email that it has been enabled by our team.

Setup

To connect Salesforce to GovDash:

  1. Access the Capture Settings in GovDash.

  2. Click Connect Salesforce on the right hand side

  3. Login to your Salesforce account that you want to connect to GovDash

  4. Salesforce will process the connection, and bring you back to GovDash for configuration.

Configuration and Sync Settings

GovDash provides multiple options for syncing your Salesforce opportunities into your GovDash Pipeline.

Create Only Sync

This setting will only create opportunities in GovDash from your Salesforce pipeline, it will not overwrite any of your opportunities within GovDash.

Override Sync

This setting will move your opportunities within GovDash to the stage that they are currently set to within Salesforce. This option is useful for teams where Salesforce will be your source of truth, and you want GovDash to stay in sync with changes made in Salesforce.

Automating Sync

This setting allows you to automatically sync your Salesforce opportunities using your set sync setting. This can be enabled by selecting the checkbox on the right of the settings page. The automatic sync will run every 5 minutes.

Syncing Opportunities

The Salesforce integration offers multiple sync options for your convenience.

Important

Each sync option will require a manual resync by clicking the Sync Salesforce Opportunities button in order for GovDash to process the Salesforce changes.

The Salesforce integration sync is limited to the following fields:

  • Name

  • Stage Name

  • Amount

  • Close Date

  • Description

One Time Sync

You can perform a one time sync by selecting the Sync Salesforce Opportunities button on the right hand side. You will then be prompted to map your phases from Salesforce to GovDash, and GovDash will process your sync and let you know once the sync has been successful.

This sync is preferred if you only wish to bring your opportunities over and not keep your Salesforce phases in sync with GovDash.

Linking Phases

If you would like to have Salesforce be your source of truth and sync your phases and opportunities to GovDash, select the Link Phases button on the right.

GovDash will prompt you to map your phases from GovDash to your phases within Salesforce.

You will then be prompted to select any additional phases within Salesforce that you'd like to link to GovDash.

You may rearrange your phases and choose color options in this step, or at any time from the Capture Settings in GovDash.

If you'd like to link your phases and sync your opportunities, select Link Phases & Sync Opportunities, otherwise select Link Phases to only link your phases to GovDash without a sync.

Disconnecting Salesforce

To disconnect your Salesforce account, select the Disconnect Salesforce Account button above the Sync Settings.

FAQ

What do I need to have to connect GovDash with Salesforce?

You need to be both a Salesforce administrator and a GovDash administrator.

What happens after I request Salesforce integration access?

After you request access, our team will process it, and you'll receive a confirmation email once it's enabled.

Can I automatically sync my Salesforce opportunities to GovDash?

Yes! This can be enabled by selecting the checkbox on the right of the settings page, which will utilize your set sync setting. The automatic sync will run every 5 minutes.

If I add a document to the solicitation package in Salesforce, will it be added to the solicitation package in GovDash?

We currently do not support syncing of documents within the Salesforce integration.

If I update answers to questions or prompts in the capture pipeline in GovDash, will that be reflected in Salesforce?

We currently do not support sending data back to Salesforce, anything updated within GovDash stays in GovDash.

Is there any mirroring that happens in the Proposal Cloud pipeline to Salesforce with the integration?

We currently only mirror the Capture Pipeline with Salesforce, but are exploring the Proposal Cloud sync for the integration.

What should I do if I want to disconnect my Salesforce account from GovDash?

To disconnect, simply select the Disconnect Salesforce Account button above the Sync Settings.

Is it possible to customize the phases when linking them between Salesforce and GovDash?

Yes, you can rearrange your phases and choose color options during the linking process.

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