Overview

This step-by-step guide shows Organization Owners how to set up and use the Salesforce Integration in Next.

You’ll learn
- What Salesforce Integration is
- How to connect Next to Salesforce
- How to map Intake Form fields to Salesforce objects
- How to test and monitor the integration

What Is Salesforce Integration?

Salesforce Integration allows you to connect Next directly to Salesforce to manage applicant data through intake forms.

With Salesforce Integration, you can:
- Map Next Intake Form fields to any Salesforce object, including cross-object relationships and lookup fields using unique identifiers.
- Ensure your team works with current applicant information.
- Send intake data into Salesforce with full application tracking.
- Reduce manual data entry for both applicants and organizations.

3. Click Connect next to the CRM Integration.

4. Select the Salesforce radio button, and click Confirm:

5. Choose your Salesforce instance, allow access, sign in, and accept terms.

Next intake fields connect to Salesforce objects through field mapping.

To map your intake fields go to Program → Program Settings → Award Cycle → Map Intake Forms.

⚠️ IMPORTANT: Before mapping fields, an intake form must be added to your program's workflow.

1. Select Map Intake Form, then choose which form to map:

2. Select the target Salesforce object for mapping:

3. Map each Next field to its corresponding Salesforce object.

Next text fields will only show compatible Salesforce field types
- Example: Next date field will only show Salesforce date fields
Map one Next field to multiple Saleforce fields
Auto-mapping will be done if matching strings are found.
Most common field types are supported
- Certain field types are not supported, such as the Signature Field

4. Use the hyperlink next to proposal fields when individual field options need matching:

5. Select each matching field:

Salesforce Lookup Fields are supported

Use a unique value (e.g., EIN or email) to populate a related object via lookup field
New records will be created in Salesforce or they can be mapped to existing records, which is what uses the lookup field
If a record is located in the lookup, the record will be updated versus a new one populated

4. Click Save Mapping

Note: When you duplicate a program, all Salesforce mappings, relationships, and lookup configurations are automatically copied to the new program.

Before going live, it is recommended to test your integration.

Navigate to a published program and submit a form as a test user
Fill out key fields that have been mapped (e.g., applicant name, org name, email)
Submit the form

Note: The sync is triggered when the form is submitted (status changes to "Submitted").

Sync Status is shown on the intake forms

If a sync fails, Next will display an error message with the reason
You can view Sync Status by adding a column to your view on any Intake Round (use the three-line menu to create a custom view)
You can view failed sync logs in the integration interface by selecting the gear icon to export a report
After resolving the issue (e.g., missing field mapping or invalid data), you can retry the sync

This integration is a one-way sync from Next to Salesforce. Any updates made in Salesforce will not sync back to Next.
Mapping needs to be completed for every cycle and intake form.
Synchronization occurs in real-time when intake forms are submitted or resubmitted after revision requests in Next.

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