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      Connect Salesforce and YourStake

      The user guide on how to connect Salesforce and YourStake for easy access to client data.

      1. From the home page, scroll down to the "Settings" section and select "Manage Integrations".

      2. Select the "Connect" button next to Salesforce.

      3. There will be a pop-up box with instructions on how to install the YourStake app within Salesforce, select the blue "Connect" button if this is the first time connecting.

      4. The user will be redirected to a Salesforce authentication page.

      5. After logging in, the user should be redirected back to the YourStake Integrations page. Verify that the Salesforce integration now shows as "Connected".