Wondering how to connect Salesforce to your Stadium account? With Stadium’s Salesforce integration, you can seamlessly sync your contact data, set a default CRM currency, and trigger actions directly from CRM events. This guide walks you through how to set up Salesforce with Stadium step-by-step—from authentication to managing your integration. Use this to enable smarter gifting automation and scale campaigns using your existing CRM workflows.

 

This article includes sections:

• Prerequisite
• Step-by-step guide
• Enabling Campaign History Tracking In Salesforce

 

 

✅ Prerequisite

Before proceeding with the Salesforce integration, make sure you have the following:

• • 🔐 An active Salesforce account
    (If you don’t have one, you can sign up for a 30-day free trial.)
    
    

  • 🧾 An active Stadium Engagement Suite or Business Package
    (The Salesforce integration is only available to users with an Engagement Suit or Business Package)
    
    

  • 📧 Valid login credentials for both Salesforce and Stadium
    (Use the email addresses registered with each platform.)
    

 

Here's a Step-By-Step Guide on How to Integrate Salesforce in Your Stadium Account

 

Log in to Your Account

• Open your web browser and go to bystadium.com
• Log in using your credentials.
  
  
  

 

 

Navigate to the Company Space Page

• Expand the Sidebar Menu (if collapsed)

  • Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
    (If the menu is already expanded, you can skip this step.)
    
    

• Navigate to the Company Space Page

  • In the sidebar menu, locate and click on "Company Space" to access your company space page.

 

 

Choose Your Integration

• On the Company Space page, click on INTEGRATIONS
• From there, you can choose which available connections can you use for your Stadium integrations.

 

 

 

You can either:

• Use the search bar to quickly find a specific app or platform

• Click the SEE ALL button to browse the full list of available integrations

 

 

 

 

 

Select Your Platform

• Search for Salesforce
• Click on "Salesforce" 

 

 

 

Set Your Default Currency

• Choose your desired default currency for CRM transactions.

 

• Once the currency is selected, click NEXT.

 

 

 

Authenticate Your Account

• From the options shown, choose how would you like to authenticate.

 

 

 

Review Data Permissions

• Before proceeding, make sure to carefully read the information regarding the data access that will be granted. Once reviewed, click "NEXT" to proceed.

 

Enter Your Salesforce Subdomain

 

• Input your Salesforce domain value

• Click NEXT to proceed to the Salesforce login screen

 

 

 

Log In To Salesforce

 

You'll be prompted to log in to your SalesForce account.

• Click Open Window

• Sign in with your Salesforce credentials

• Approve and authorize the integration

 

 

 

Finish Setup

• Once authentication is complete, you’ll see a confirmation screen

• Click Finish Setup

 

 

View Your Integrations in the Settings Tab

• Once done, you will be routed back to your integrations page and you will see that the connection is IN PROGRESS state.
  
  

 

• Once authentication is successful, Salesforce integration will show the LIVE status.

 

 

 

Manage the Integration (Optional)

Click the three-dot menu beside your live Salesforce integration to:

• ✅ Sync Contacts

• 🔄 Turn Off Activity Sync

• 💱 Edit Default Currency

• ✏️ Edit Integration Nickname

• ❌ Remove the Connection

 

 

Enabling Campaign History Tracking In Salesforce

To allow Stadium to send automated gifts to Salesforce Campaign Members, you must enable Campaign History tracking in your Salesforce account. This ensures that Stadium can access the necessary campaign member data to trigger gifting flows.

 

🧭 Step-by-Step Instructions

 

Open Salesforce Setup

• Click the gear icon in the top-right corner of your Salesforce dashboard.

• Select Setup from the dropdown.

 

 

Go to Object Manager

• In the Quick Find search bar (top-left of the Setup page), type Object Manager.
• Click Object Manager from the results.

 

 

Select the Campaign Object

• From the list of objects, locate and click Campaign

 

Open Fields & Relationships

• In the Campaign object page, click on Fields & Relationships from the left-hand menu.
• Click the Set History Tracking button located in the top-right corner.

 

 

Enable Field History Tracking
 

• ✅ Check the box for Enable Campaign Field History.

• ✅ Select the Status field to track changes.

• Click Save to apply the settings.
   

 

 

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