{"id":11523,"date":"2022-10-24T12:25:38","date_gmt":"2022-10-24T12:25:38","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11523"},"modified":"2026-08-14T01:34:12","modified_gmt":"2026-08-14T01:34:12","slug":"salesforce-user-guide","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/integrations\/salesforce-user-guide\/","title":{"rendered":"StoneShot Integration for Salesforce"},"content":{"rendered":"

The StoneShot Integration for Salesforce 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

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

Authentication<\/h2>\n

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

1. Go to the App launcher and hit the StoneShot for Salesforce link:<\/p>\n

\"App<\/p>\n

2. Enter your StoneShot login credentials (if prompted to) or reach out to support@stoneshot.com<\/a> to gain access:<\/p>\n

\"\"
\n3. Once you have access to the StoneShot application in Salesforce, you should see the familiar StoneShot homepage.<\/p>\n

\"Refreshed<\/p>\n

4. To complete the full authentication you need to also finalize the Package authentication which is accessible via your profile icon in the top right hand corner.<\/p>\n

\"Settings<\/p>\n

 <\/p>\n

\"Package<\/p>\n

5. You can also choose to complete the Connected App authentication within the same modal. This is optional, but required if you want access to features that use the Salesforce API \u2014 such as pushing a campaign member list or managing sync settings.<\/p>\n

\"Connected<\/p>\n

Once complete Salesforce will remember the credentials so you won\u2019t need to do this again.<\/p>\n

Navigation<\/h2>\n

Once you’ve successfully added and authenticated the StoneShot Integration for Salesforce, you’ll be able to click into StoneShot tab within your Salesforce navigation to view the homepage dashboard anytime.<\/p>\n

\"Salesforce<\/p>\n

The left-hand navigation includes two icons:<\/p>\n

    \n
  1. \n
      \n
    1. Home<\/strong> \u2014 takes you to the integration’s dashboard homepage<\/li>\n
    2. StoneShot for Sales<\/strong> \u2014 takes you to StoneShot for Sales, visible only if you have access to that feature<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

      \"StoneShot<\/p>\n

      <\/a>Contact data sync<\/h2>\n

      The integration provides a constant synchronization of contact data between Salesforce and StoneShot. Lists and reports can still be imported for individual mailings, but any changes to the contact records in Salesforce (email address, name, salutation etc) will be replicated in StoneShot. This means that you\u2019re always using the correct client information in mailings.<\/p>\n

      The homepage shows a sync status indicator so you can see at a glance whether your contacts and data are up to date with Salesforce.<\/p>\n

      \"Sync<\/p>\n