How to integrate Salesforce

Integrate with Salesforce

Scarlett Cinotti avatar
Written by Scarlett Cinotti
Updated over a week ago
  1. Ensure the user integrating has admin access to the Salesforce Account, you wish to connect. If you don’t have admin access, we suggest you contact your company’s IT support.

  2. On the integrations page (which can be found under Settings > Account Settings), click the ‘Connect’ button on the Salesforce card.

  3. You will then be directed to your Salesforce, where you’ll be asked to login to your Salesforce account. If you’re already logged in, skip to step 4.

  4. You will then be asked to allow access to Stotles. To connect our app, click “Allow”.

  5. The integration should now be complete, and you should have been returned to the Stotles app notifying you that Salesforce has been successfully integrated. You can now start sending your notices from Stotles direct to workflow in Salesforce.

If you’re still having difficulty connecting your Salesforce account to Stotles, get in touch with our Customer Success team via the chat tool and we’d be happy to help.

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