Integrate with Salesforce

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.

  1. In the Manage workspace, go to Settings > Integrations > Marketplace
  2. Click Salesforce
  3. In the pop-up window, click Reconfigure
  4. Optionally update the integration name and click Next
  5. Click Connect to link your Salesforce account
  6. Open the 'Events' tab
  7. Select the data flows you want to enable
  8. If using the tagging event, enter the relevant tags in the Tags to filter entries field
  9. Open the 'Resources' tab
  10. Select the form from the Local resources list
  11. If using user events, also select Users
  12. Choose the Salesforce record types you want to connect
    Salesforce resources
  13. Open the 'Resource mapping' tab
  14. Select which Award Force resources connect to Salesforce resources
    Field mapping
  15. Click Add to Entry Resource Map to add additional mappings if required
  16. Select the mapping resource you want to configure
  17. Set the Local Unique Identifier (for example email or user ID)
  18. Click Add to Field Map
  19. Map Award Force fields to their corresponding Salesforce fields
  20. Click Finish

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.
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