# Storylane App for 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**](#option-1-button-view): Add a "Storylane Demo" quick action button to the Opportunity record page.
* [**Tab View**](#option-2-tab-view): Add the Storylane Lightning Web Component (LWC) as a separate tab on the Opportunity record page.
### Prerequisites
1. **Install the App**\
To get started, install [the **Storylane App for Salesforce** from the Salesforce AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=afc912b9-7143-410d-a2f5-8ca49c9b9ceb)
2. **Integrate Storylane with Salesforce**\
For the app to work seamlessly, you must [integrate Storylane with Salesforce](https://app.storylane.io/integrations) to enable API-level data sharing.
### **How it Works?**
Here is a quick interactive demo of how it works 👇
{% @storylane/embed subdomain="renee" linkValue="2vzyiqakolbh" url="" %}
### **Option 1: Button View**
1. **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.
2. **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.
3. **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.
4. **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.
5. **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.
{% hint style="info" %}
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.
{% endhint %}
### Option 2: Tab View
You can add the "Storylane Demo" LWC to the Opportunity record page in a separate tab.
1. **Navigate to Opportunity Record Page**
* Access the Opportunity record page
* Click the "Edit Page" button
2. **Add a New Tab for Storylane**
* Locate the tabs section
* Create a new tab dedicated to Storylane
3. **Add the Storylane LWC to the Tab**
* Drag and drop the Storylane LWC component into the new tab
4. **Activate and Save the Page**
* After completing these steps, you can access Storylane directly from the Opportunity record page tab.
5. **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.
6. **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.
7. **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.
***
## **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:**
1. **Log in** to Salesforce as an **Administrator**.
2. Navigate to **Setup > Users > Permission Sets**.
3. Locate **Storylane PermissionSet** in the list.
4. Click on the **permission set**, then select **Manage Assignments**.
5. Click **Add Assignments** and select the users who need access.
6. Click **Assign** to apply the required permissions.
***
{% hint style="info" %}
If you need help or have any questions, feel free to contact us at .
{% endhint %}
