The Award Force Salesforce integration automatically syncs user and entry data between Award Force and your Salesforce CRM. This helps keep your Salesforce records updated with the latest entrant and entry information from Award Force. The integration supports two-way data synchronisation, meaning information can move between both systems.
To activate or trial the Salesforce integration, contact our client success team.
Common uses
The Salesforce integration allows organisations to automate a variety of workflows.
Examples include:
- Sync entrant data from Award Force to Salesforce
- Create or update Salesforce contacts
- Link entry submissions to Salesforce accounts
- Sync entry form responses to Salesforce records
- Track entry status updates in Salesforce
- Keep entrant information synchronised across platforms
- Allow teams to view entry activity directly in Salesforce
Integration events
User events
| Event | Action |
| User created in Award Force | Create or update user in Salesforce |
| User updated in Award Force | Create or update user in Salesforce |
| Contact created in Salesforce | Update user in Award Force |
| Contact updated in Salesforce | Update user in Award Force |
Entry events
| Event | Action |
| Entry submitted in Award Force | Create or update entry in Salesforce |
| Entry updated in Award Force | Create or update entry in Salesforce |
| Entry tagged in Award Force | Create or update entry in Salesforce |
Configure the Salesforce integration
Once the Salesforce integration has been enabled on your account, follow the steps below.
- In the Manage workspace, go to Settings > Integrations > Marketplace
- Click Salesforce
- In the pop-up window, click Reconfigure
- Optionally update the integration name and click Next
- Click Connect to link your Salesforce account
- Open the 'Events' tab
- Select the data flows you want to enable
- If using the tagging event, enter the relevant tags in the Tags to filter entries field
- Open the 'Resources' tab
- Select the form from the Local resources list
- If using user events, also select Users
- Choose the Salesforce record types you want to connect
- Open the 'Resource mapping' tab
- Select which Award Force resources connect to Salesforce resources
- Click Add to Entry Resource Map to add additional mappings if required
- Select the mapping resource you want to configure
- Set the Local Unique Identifier (for example email or user ID)
- Click Add to Field Map
- Map Award Force fields to their corresponding Salesforce fields
- Click Finish
Testing your configuration
You can test this integration with a Salesforce developer sandbox. Standard Salesforce sandboxes are not supported. Contact our client success team to request access.
If you don't have a Salesforce developer sandbox, you can still test in your Salesforce environment by following these steps:
- Create a custom object and records for testing in Salesforce
- Configure your Salesforce integration and select tagging as the only event trigger in the 'Events' section
- Create a new tag that won't be accidentally applied to other entries—for example, "SalesforceTest"
- Complete the set-up following the instructions above
You can now send data to your Salesforce custom object by tagging test entries or applications with "SalesforceTest". This keeps your testing data separate from your live data.
Good to know
- The Salesforce integration is a paid add-on.
- A valid Salesforce account is required. Salesforce allows up to five Award Force connections per user email. If you would like to integrate six or more accounts, a separate Salesforce email login will be required.
- The integration supports two-way data synchronisation. Events trigger data updates between the two platforms.
- If using tag-based events, tags must be defined during configuration.
- When configuring resources, user events require the Users resource to be selected.
- Unique identifiers ensure the correct Salesforce records are updated.
- Multiple Salesforce records can be updated from a single event through resource mapping.