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
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 Pass or Enterprise Pass
(The Salesforce integration is only available to users with an Engagement pass or Enterprise Pass)
📧 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
Navigate to the Workspace Settings Page
Click on the drop-down button next to your profile name to view more options.
From the options, click on Workspace Settings.
On the Workspace Settings page. click on INTEGRATIONS
Integrate Your Platform
Choose Your Integration
On the Integrations page, choose whether you want to connect an HRIS, ATS, or CRM platform.
You'll then be routed to the INTEGRATIONS page.
From there, you can choose which available connections you can 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 the IN PROGRESS state.
Once authentication is successful, the 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
On 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.
Need more help? Contact us via CHAT / SEND AN EMAIL TO ✨[email protected]
Explore Stadium's Premium Features: Try it free for 30 days, then upgrade to a paid Stadium Pass. 💰View pricing or 🗓️ request a demo with our account specialist.