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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, select the "Setup" tab located to the left of the site. Then click on the "Manage Integrations" option.

    Screenshot 2026-01-31 at 08.51.10   
  2. Select the "Connect" button next to Salesforce.

    Screenshot 2026-01-31 at 08.55.46
  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".