Salesforce

Create new leads and send demo analytics to SFDC

Storylane directly integrates with Saleforce (SFDC). With the integration, you can:

• Create new leads or contacts

• Update demo analytics for leads or contacts as custom objects

Capturing Leads

There are few ways in which you can identify new leads. You can refer the article on Lead Tracking to learn more

You can also access Storylane demos directly within Salesforce. Read more.

How to Integrate

See below Storylane example on how to integrate with SFDC

Setup Hub Properties

Verify the user connecting Salesforce <> Storylane has the required object permissions ↓

Integration Features

Custom Objects

Upon successful integration, Storylane creates custom objects in Salesforce to capture engagement data for both single demos and Hubs.

• StorylaneDemoData__c (label: Storylane Demo Data) stores engagement details for viewed demos.

• StorylaneHubData__c (label: Storylane Hub Data) stores aggregated engagement data for viewed Hubs.

These records are associated with the relevant Lead and/or Contact records, allowing teams to view demo- and Hub-level engagement, intent, and CTA interactions directly within Salesforce.

🟦 Storylane Demo Data

Object API Name: StorylaneDemoData__c

Field Label	Field API Name	Data Type	Description
Demo Name	Name	Text	Name of the demo viewed
Demo Last Viewed At	DemoLastViewedAt__c	DateTime	Timestamp of the most recent demo view
Demo Time (secs)	TimeSpent__c	Number	Time spent in the demo (seconds)
Demo Complete (%)	Completion__c	Percent	Percentage of demo steps completed
Demo Link	DemoLink__c	URL	Link to the demo
Storylane CTA Clicked	CtaClicked__c	URL	CTA URL clicked within the demo
Lead Intent	LeadIntent__c	Picklist	Engagement-based intent (Low / Medium / High)
Lead Source	LeadSource__c	Text	How the viewer was sourced
Related Lead	Lead__c	Lookup (Lead)	Associated Lead record
Related Contact	Contact__c	Lookup (Contact)	Associated Contact record
Created Date	CreatedDate	DateTime	Record creation timestamp
Last Modified Date	LastModifiedDate	DateTime	Last updated timestamp

🟪 Storylane Hub Data

Object API Name: StorylaneHubData__c

Field Label	Field API Name	Data Type	Description
Hub Name	Name	Text	Name of the Hub viewed
Hub Last Viewed At	HubLastViewedAt__c	DateTime	Timestamp of the most recent Hub view
Hub Viewed Content (%)	HubViewedContent__c	Percent	Percentage of Hub content viewed
Hub Time (secs)	HubTimeSpent__c	Number	Total time spent in the Hub (seconds)
Hub Link	HubLink__c	URL	Link to the Hub
Storylane CTA Clicked	CtaClicked__c	URL	CTA URL clicked within the Hub
Lead Intent	LeadIntent__c	Picklist	Engagement-based intent (Low / Medium / High)
Lead Source	LeadSource__c	Text	How the viewer was sourced
Related Lead	Lead__c	Lookup (Lead)	Associated Lead record
Related Contact	Contact__c	Lookup (Contact)	Associated Contact record
Created Date	CreatedDate	DateTime	Record creation timestamp
Last Modified Date	LastModifiedDate	DateTime	Last updated timestamp