Salesforce User Authentication

The StoneShot integration provides both sales and marketing users the full range of StoneShot functionality to create, send and report on email campaigns, but from directly within the Salesforce environment.

It tackles three major issues for clients – how to streamline the process of list management, how to provide Sales with feedback and metrics from marketing activities and how to provide an integrated way of managing event promotion and registration.

In this overview we’ll cover how to authenticate and use the application for the first time.

Authentication

The first step in using the application is to authenticate as a user. To use the full functionality within Salesforce you will need both a StoneShot and Salesforce login credentials. This authentication only needs to take place the first time you use the application.

1. Go to the App launcher and hit the StoneShot for Salesforce link:

2. Enter your StoneShot login credentials (if prompted to):

3. That gives you access to the Canvas application; to complete the full authentication you need to also authenticate the connected app. To do that click on the cog icon in the top right hand corner of the StoneShot tab in Salesforce.

4. Complete the authentication process by pressing “Connect” on the Connected App Authentication button:

Once complete Salesforce will remember the credentials so you won’t need to do this again.

Troubleshooting: StoneShot embeds not loading

StoneShot embeds use Salesforce services that require third-party cookies to authenticate users and display embedded content correctly. If a StoneShot embed is not loading as expected, please check that third-party cookies are enabled in your browser by following the steps below.

How to check and enable third-party cookies in Google Chrome

1. Open the page where the Salesforce content is not loading.
2. Click the eye/cookie icon in the address bar (shown in the screenshots below).
3. If you see “Third-party cookies blocked”, click the toggle to allow third-party cookies for the site.
4. Refresh the page and try again.

When enabled, the Salesforce content should load normally.

Note: If your organization manages browser settings centrally, you may need to contact your IT team for assistance.

Still having issues?

If Salesforce content continues to fail to load after enabling third-party cookies:

• • Try opening the page in an Incognito/Private browsing window.
  • Check whether browser extensions or privacy tools are blocking cookies.
  • Contact your organization’s IT administrator if browser policies restrict cookie settings.

For more on this, take a look at our Salesforce User Authentication video below.