Enhance your pipeline management by connecting Federal Compass to your Salesforce CRM.
Link Federal Compass with Salesforce to enhance your pipeline management. This integration saves you valuable time by eliminating the need for manual data entry into your CRM, allowing you to focus on more important tasks. Follow these straightforward steps to set up the integration and boost your productivity.
The Salesforce connector for Federal Compass is a one-way push system, ensuring no data is pulled from Salesforce, reducing risk for contractors. The only data pull occurs initially to capture Salesforce pipeline stages, allowing opportunities in those stages to flow from Federal Compass to Salesforce.
Understanding How It All Fits Together
Federal Compass and Salesforce Integration: Potential opportunities originate in Federal Compass. These opportunities remain unqualified until they're placed into your pipeline, where they take shape. The connector acts like a bridge, allowing only those opportunities that reach a specific stage in your pipeline to sync with your Salesforce CRM.
Getting Ready for the Connection
To proceed with the setup, ensure you have the necessary access permissions in Federal Compass and Salesforce. You will need to have admin access to both solutions.
Steps to Connect Federal Compass to Salesforce
1. Access Integration Services: In Federal Compass, navigate to “Platform Settings” and select "Integration Services." If not visible, contact Federal Compass support to activate this feature.
2. Connect to Salesforce: Click “Connect to Salesforce” in the Salesforce Connector section. Enter your Salesforce login details when prompted to authenticate the connection.
3. Grant Access: Click Allow when prompted to permit Federal Compass to integrate with Salesforce. Once connected, Federal Compass will indicate a successful connection.
4. Salesforce Pipeline Stages: In a single, one-time pull, your Salesforce pipeline stages will be replicated in Federal Compass, this is necessary to initiate the flow of opportunities.
5. Configure Custom Fields: Your Salesforce instance will automatically be updated with new fields to provide additional insight about your opportunities.
Making Fields Visible in Salesforce
After connecting, you'll want to confirm the data appears in Salesforce:
- Click the Settings icon (cogwheel) in Salesforce.
- Click Setup to open Setup Home in a new tab.
- Go to the Object Manager to find opportunity settings.
- Go to Page Layouts to arrange the data displayed.
- Drag and drop Federal Compass fields (prefixed with “FC”) where desired and save changes.
Syncing Opportunities Automatically
Opportunities in the mapped stages in Federal Compass will automatically sync with Salesforce, saving you time and reducing manual effort.
Check your Pipeline Settings in Federal Compass under Platform Settings to see the current stage of opportunities. A specific icon indicates Salesforce stages.
Updating the Stage of an Opportunity
To move an opportunity along the pipeline in Federal Compass:
- View the opportunity details, or open Pipeline View in Opportunities Search
- Select the appropriate stage from the pipeline stage/status field.
- The data will sync with Salesforce in real time, freeing you up for tasks requiring more attention.
Need Help?
If you have questions or need assistance, please contact our support team at support@federalcompass.com.