{"id":11521,"date":"2022-10-24T12:25:19","date_gmt":"2022-10-24T12:25:19","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11521"},"modified":"2025-10-01T08:28:19","modified_gmt":"2025-10-01T08:28:19","slug":"salesforce-user-authentication","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/integrations\/salesforce-user-authentication\/","title":{"rendered":"Salesforce User Authentication"},"content":{"rendered":"<p>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.<\/p>\n<p>It tackles three major issues for clients \u2013 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.<\/p>\n<p>In this overview we\u2019ll cover how to authenticate and use the application for the first time.<\/p>\n<h2>Authentication<\/h2>\n<p>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.<\/p>\n<p>1. Go to the App launcher and hit the StoneShot for Salesforce link:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3835\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/sf1.png\" alt=\"\" width=\"940\" height=\"727\" \/><\/p>\n<p>2. Enter your StoneShot login credentials (if prompted to):<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3836\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/sf2.png\" alt=\"\" width=\"940\" height=\"634\" \/><\/p>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3836\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/sf3.png\" alt=\"\" width=\"776\" height=\"354\" \/><\/p>\n<p>4. Complete the authentication process by pressing \u201cConnect\u201d on the Connected App Authentication button:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/sf4.png\" alt=\"\" width=\"489\" height=\"354\" \/><\/p>\n<p>Once complete Salesforce will remember the credentials so you won\u2019t need to do this again.<\/p>\n<p>For more on this, take a look at our Salesforce User Authentication video below.<\/p>\n<p><script src=\"https:\/\/fast.wistia.com\/embed\/medias\/l1jg4qc959.jsonp\" async><\/script><script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0; position: relative;\">\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\">\n<div class=\"wistia_embed wistia_async_l1jg4qc959 seo=false videoFoam=true\" style=\"height: 100%; position: relative; width: 100%;\">\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/l1jg4qc959\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 \u2013 how to streamline the process of list management, how to provide Sales with feedback and metrics from [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[66],"tags":[],"class_list":["post-11521","post","type-post","status-publish","format-standard","hentry","category-integrations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Salesforce User Authentication - The Learning Site<\/title>\n<meta name=\"description\" content=\"Streamline the process of list management and provide Sales with feedback and metrics from marketing activities.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stoneshot.com\/learn\/integrations\/salesforce-user-authentication\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce User Authentication\" \/>\n<meta property=\"og:description\" content=\"Streamline the process of list management and provide Sales with feedback and metrics from marketing activities.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stoneshot.com\/learn\/integrations\/salesforce-user-authentication\/\" \/>\n<meta property=\"og:site_name\" content=\"The Learning Site\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-24T12:25:19+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-01T08:28:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fast.wistia.com\/embed\/medias\/l1jg4qc959\/swatch\" \/>\n<meta name=\"author\" content=\"Michael Wilson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:site\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Wilson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/\"},\"author\":{\"name\":\"Michael Wilson\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#\\\/schema\\\/person\\\/e6f45a9f88188f23f8585e9f047b4487\"},\"headline\":\"Salesforce User Authentication\",\"datePublished\":\"2022-10-24T12:25:19+00:00\",\"dateModified\":\"2025-10-01T08:28:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/\"},\"wordCount\":238,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/fast.wistia.com\\\/embed\\\/medias\\\/l1jg4qc959\\\/swatch\",\"articleSection\":[\"Integrations\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/\",\"url\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/integrations\\\/salesforce-user-authentication\\\/\",\"name\":\"Salesforce User Authentication - 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