Effortlessly access and share Storylane demos directly from Salesforce.
The Storylane App for Salesforce streamlines demo sharing by allowing users to log into Storylane, generate a demo URL, and automatically copy it to their clipboard, directly from Salesforce.
There are two options/views to access Storylane in Salesforce and share demos:
Button View: Add a "Storylane Demo" quick action button to the Opportunity record page.
Tab View: Add the Storylane Lightning Web Component (LWC) as a separate tab on the Opportunity record page.
Prerequisites
Install the App To get started, install the Storylane App for Salesforce from the Salesforce AppExchange
Integrate Storylane with Salesforce For the app to work seamlessly, you must integrate Storylane with Salesforce to enable API-level data sharing.
How it Works?
🚀 Try Interactive Demo 👇
Option 1: Button View
Add the "Storylane Demo" Button
A custom button ("Get a Demo") is added as a Quick Action on the Opportunity record page.
When clicked, the iframe loads the Storylane login page directly within Salesforce.
Log in to Storylane and Browse Demos
Click the “Get a Demo” button on the Opportunity record page.
The Storylane login page will load in the iframe. Log in using your credentials.
After logging in, browse through the demos to select the right one.
Generate and Copy Demo Links
Click the “Copy Link” button next to your chosen demo.
The opportunity-specific data (e.g., Opportunity ID and Name) is automatically and securely sent to Storylane.
Receive the Demo URL
Storylane generates a default demo URL based on the transmitted Opportunity details.
The URL is then sent back to Salesforce in real-time.
Copy the URL to Your Clipboard
Once the default demo URL is received, it is automatically copied to your clipboard.
You can now seamlessly share the demo link with your prospects.
The behavior of the "Copy Link" Button
No Opportunity Contact Roles: The Storylane Demo Base URL is copied to the clipboard.
Opportunity Contact Role: The Storylane Demo Tokenized URL is copied to the clipboard.
Option 2: Tab View
You can add the "Storylane Demo" LWC to the Opportunity record page in a separate tab.
Navigate to Opportunity Record Page
Access the Opportunity record page
Click the "Edit Page" button
Add a New Tab for Storylane
Locate the tabs section
Create a new tab dedicated to Storylane
Add the Storylane LWC to the Tab
Drag and drop the Storylane LWC component into the new tab
Activate and Save the Page
After completing these steps, you can access Storylane directly from the Opportunity record page tab.
Log in to Storylane and Browse Demos
Click the “Get a Demo” button on the Opportunity record page.
The Storylane login page loads in the iframe. Log in using your credentials and browse demos.
Generate and Copy Demo Links
Click the “Copy Link” button next to your chosen demo.
The opportunity-specific data (e.g., Opportunity ID and Name) is automatically and securely sent to Storylane.
Receive the Demo URL and Copy the URL to Your Clipboard
Storylane generates a default demo URL based on the transmitted Opportunity details.
The URL is then sent back to Salesforce in real-time.
Once the default demo URL is received, it is automatically copied to your clipboard.
You can now seamlessly share the demo link with your prospects.
Here's a well-formatted version of your KB article for clarity and ease of use:
Storylane Permission Set: Resolving Apex Class Access Issues for Salesforce Users
Issue -> Salesforce users with restricted permissions may encounter Apex Class access issues when using Storylane features.
Solution -> To resolve this, a Salesforce Administrator must assign the Storylane PermissionSet to the affected user.
Steps to Assign the Storylane PermissionSet:
Log in to Salesforce as an Administrator.
Navigate to Setup > Users > Permission Sets.
Locate Storylane PermissionSet in the list.
Click on the permission set, then select Manage Assignments.
Click Add Assignments and select the users who need access.
Click Assign to apply the required permissions.
If you need help or have any questions, feel free to contact us at support@storylane.io.