Connecting Salesforce

GovEagle can sync opportunities from your Salesforce CRM, allowing you to manage your opportunity pipeline in one place while keeping Salesforce as your source of truth for opportunity metadata.

Overview

Once configured, the Salesforce integration:

• Syncs opportunities from Salesforce to GovEagle automatically

• Maps Salesforce stages to GovEagle workflow statuses

• Keeps key fields in sync (name, stage, dates, amounts, etc.)

• Updates only what has changed during each sync to minimize processing time

• Allows you to add proposal content (solicitation documents, outlines, drafts) to Salesforce opportunities in GovEagle

Prerequisites

Before you begin, ensure you have:

1. Salesforce Administrator access to create and configure external client apps

2. GovEagle Admin role to add and configure integrations

Part 1: Salesforce Setup

You'll need to create an external client app in Salesforce and generate OAuth credentials for GovEagle to connect.

Step 1: Navigate to Salesforce Settings

1. Log into your Salesforce instance

2. Click Setup (gear icon in upper right)

Step 2: Navigate to External Client Apps

1. In the Quick Find box, search for "External Client Apps" or navigate to: Platform Tools → Apps → External Client Apps → External Client Manager

Step 3: Create New External Client App

1. Click New External Client App

Step 4: Select Authentication Type

1. Select Consumer Key and Secret as the authentication type

2. Fill in the basic information:

   • External Client App Name: GovEagle Integration (or your preferred name)

   • Contact Email: Your admin email

Step 5: Configure OAuth Scopes

1. In the Selected OAuth Scopes section, add the following scopes:

   • Manage user data via APIs (api)

   • Perform requests at any time (refresh_token, offline_access)

Step 6: Set Callback URL and Security Settings

1. Callback URL: Enter https://localhost

   1. Note, we don’t use the Callback URL, but Salesforce requires this field.

2. Configure security settings as required by your organization

3. Click Save

Step 7: Retrieve Consumer Key and Secret

After saving, you'll be able to view your credentials.

1. Copy and save both:

   • Consumer Key

   • Consumer Secret

You'll need these credentials to configure the integration in GovEagle.

Part 2: GovEagle Configuration

Now you'll connect GovEagle to Salesforce using the credentials you created.

Step 1: Add Salesforce Integration

1. In GovEagle, navigate to Settings (click your profile icon at bottom left → Settings)

2. Click the Integrations tab

3. Click Add Integration

4. Select Salesforce

Step 2: Enter Salesforce Credentials

1. Enter your Salesforce credentials:

   • Salesforce Instance URL: Your Salesforce domain (e.g., https://yourcompany.salesforce.com)

   • Consumer Key: Paste from Part 1, Step 7

   • Consumer Secret: Paste from Part 1, Step 7

2. Click Connect

Step 3: Configure Field Mappings

After connecting, you'll configure which Salesforce fields to sync and how to map them.

Enable or Disable Fields:

You can choose which Salesforce opportunity fields to sync to GovEagle. Common fields include:

• Opportunity Name

• Account Name

• Stage

• Close Date

• Amount

• Description

• Owner

Check or uncheck the fields you want to enable for syncing.

Map Salesforce Stages to GovEagle Statuses:

You must map Salesforce opportunity stages to GovEagle workflow statuses.

1. Select a default status (required) - This will be used if a Salesforce stage doesn't have a specific mapping

2. Map individual stages:

   • For each Salesforce stage (e.g., "Prospecting," "Qualification," "Proposal/Price Quote," "Closed Won"), select the corresponding GovEagle status (e.g., "Capture," "Drafting," "Review," "Won")

   • You can leave some stages unmapped - they'll use the default status

   • See Customizing Opportunity Statuses to change the GovEagle statuses.

3. Click Save

Step 4: Initial Sync

1. Click Sync Now to perform your initial sync

2. The integration status will show as "Syncing"

3. Wait for the sync to complete (you can navigate away during this process)

Step 5: Verify Sync

1. Navigate to the Opportunities page in GovEagle

2. You should see your Salesforce opportunities appear with a Salesforce icon

3. Click into an opportunity to verify the details synced correctly

Working with Salesforce Opportunities in GovEagle

Identifying Salesforce Opportunities

Opportunities synced from Salesforce are marked with a Salesforce icon on the opportunities page and within the opportunity details.

Uploading Solicitation Documents

You can upload solicitation documents to Salesforce opportunities just like any other opportunity:

1. Click into the Salesforce opportunity

2. Navigate to Solicitation in the top menu

3. Click Upload Documents

4. Select your solicitation files

Note: For Salesforce opportunities, GovEagle extracts metadata from solicitation documents, but Salesforce field values take precedence and will not be overwritten by extracted data.

Chatting with Salesforce Opportunities

GovEagle's AI is aware that Salesforce opportunities may not have solicitation documents initially. You can:

• Select a Salesforce opportunity in chat even without solicitation documents

• Upload solicitation documents later as needed

• Chat about opportunity details pulled from Salesforce

Managing the Integration

Viewing Sync Status

On the Integrations page, you can view:

• Last sync timestamp - When the most recent sync occurred

• Sync status - Whether a sync is in progress or complete

Manual Sync

To manually trigger a sync at any time:

1. Navigate to Settings → Integrations

2. Find the Salesforce integration

3. Click Resync

Note: Syncs update only what has changed in Salesforce since the last sync, not all opportunities.

Enable or Disable Syncing

You can temporarily pause syncing without disconnecting the integration:

1. Navigate to Settings → Integrations

2. Find the Salesforce integration

3. Toggle Enable Sync off to pause syncing

4. Toggle it back on to resume syncing

When sync is disabled, you won't be able to manually trigger syncs, and automatic syncs will not occur.

Updating Field Mappings

To change which fields are synced or update stage mappings:

1. Navigate to Settings → Integrations

2. Click Configure on the Salesforce integration

3. Update your field selections or stage mappings

4. Click Save

5. Changes will take effect on the next sync

Disconnecting Salesforce

To disconnect the Salesforce integration:

1. Navigate to Settings → Integrations

2. Find the Salesforce integration

3. Click Manage Opportunity Sync

4. Disable the sync

Note: Disconnecting will stop syncing, but existing opportunities that were synced will remain in GovEagle.

How Syncing Works

Automatic Syncing

Once configured, GovEagle automatically syncs with Salesforce on a regular schedule (every 10 minutes).

What Gets Synced

From Salesforce to GovEagle:

• New opportunities created in Salesforce

• Updates to mapped fields (name, stage, dates, amounts, etc.)

• Deleted opportunities in Salesforce will be unlinked in GovEagle

Best Practices

Initial Setup

• Start with a few stage mappings and add more as needed

• Verify the initial sync thoroughly before relying on the integration

• Communicate with your team about which fields are controlled by Salesforce vs. editable in GovEagle

Troubleshooting

Opportunities not syncing:

• Check that the integration is enabled (Enable Sync toggle is on)

• Verify your Salesforce credentials are still valid

• Check the sync status for any error messages

• Ensure the opportunities meet any filter criteria you may have configured

Fields not updating:

• Verify the field is included in your field mapping configuration

• Check that the field has actually changed in Salesforce

• Wait for the next automatic sync or trigger a manual sync

• Some fields may have a delay if Salesforce caching is involved

Cannot edit fields in GovEagle:

• This is expected for fields synced from Salesforce - edit them in Salesforce instead

• Look for the Salesforce icon or tooltip indicating the field source

• Fields controlled by Salesforce maintain data integrity with your CRM

Authentication errors:

• Verify your Consumer Key and Consumer Secret are correct

• Check that the External Client App is still active in Salesforce

• Ensure your Salesforce user account has appropriate permissions

• Verify the OAuth scopes are correctly configured

Need help?

For questions or issues with Salesforce integration, contact your GovEagle Customer Success team or email support@goveagle.com.