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

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

Storylane Custom Object

Upon successful integration, Storylane creates a custom object in Salesforce named StorylaneDemoData__c (label: Storylane Demo Data). This object stores data on viewed demos, providing valuable insights into engagement and interactions. The below-listed fields will appear on the contact:

Demo Name - viewed demo name

• type: Text

• custom object’s Name field

Session Id - External Session Id (used to reference Storylane record)

• type: Text (36)

• name: SessionId__c

Demo Viewed At - when demo was viewed

• type: DateTime

• name: DemoLastViewedAt__c

Demo Time (secs) - time spent viewing last demo (seconds)

• type: Number

• name: TimeSpent__c

Demo Complete (%) - demo completion percentage

• type: Percent

• name: Completion__c

Demo Link - link to the demo

• type: Url

• name: DemoLink__c

Demo Checklist Completed - whether the checklist was completed

• type: Checkbox

• name: ChecklistCompleted__c

Demo CTA Clicked - the URL of clicked CTA

• type: Url

• name: CtaClicked__c

Lead - related Salesforce Lead

• type: Lookup

• name: LeadId__c

• relationship_name: StorylaneDemosData

• relationship_label: Storylane Demos Data

Contact - related Salesforce Contact

• type: Lookup

• name: ContactId__c

• relationship_name: StorylaneDemosData

• relationship_label: Storylane Demos Data