# Third-party Demo Sharing

* [Share via HubSpot](#share-via-hubspot)
* [Share via Salesforce](#share-via-salesforce)
* [Share via Gmail](#recipient-url)
* [Share via Outreach](https://docs.storylane.io/integrations/integrations/outreach)
* [Share via Gong](https://docs.storylane.io/integrations/integrations/gong)

### 👉 Share via HubSpot

#### Prerequisites

1. **Install the Storylane App in HubSpot**\
   To get started, install [the **Storylane App for HubSpot** from the HubSpot App Marketplace](https://ecosystem.hubspot.com/marketplace/apps/storylane-385060).
2. **Integrate Storylane with HubSpot**\
   For the app to work seamlessly, you must [integrate Storylane with HubSpot](https://app.storylane.io/integrations) to enable API-level data sharing.

#### How it works <a href="#how-it-works" id="how-it-works"></a>

Here is a quick interactive demo of how it works 👇

{% @storylane/embed subdomain="app" linkValue="4zf5t1dx4bjl" url="<https://app.storylane.io/share/4zf5t1dx4bjl>" %}

#### Step 1: Add the Storylane Card to HubSpot's Contact Sidebar

1. Navigate to Contact Edit Layout in your HubSpot account.
2. Locate and add the Storylane card to the contact sidebar.
3. Click Save and Exit to apply your changes.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FJnmaGcarMFlUWtEu9XQF%2FScreenshot%202024-12-27%20at%2016.29.42.png?alt=media&#x26;token=202b2cda-e7a7-4cf2-a220-363a8d98ee15" alt="" width="563"><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FoXknX4zcYewUuezqchOt%2FScreenshot%202024-12-27%20at%2016.29.58.png?alt=media&#x26;token=366a77d9-3ffe-4013-b5cf-23aaaf306f2d" alt="" width="563"><figcaption></figcaption></figure></div>

#### Step 2: Access the Storylane Extension

1. Open a contact record in HubSpot.
2. Click the Storylane Demo button located in the sidebar.
3. A modal iframe will open. Log in using your Storylane credentials.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FSYlNALNztghi2oF6P14X%2FScreenshot%202024-12-27%20at%2016.31.21.png?alt=media&#x26;token=b2d572a3-456c-4da6-897e-8fa961983255" alt="" width="563"><figcaption></figcaption></figure></div>

#### Step 3: Copy and Share Tokenized Demo Links

1. Once logged in, you’ll see a list of available demos.
2. Click Copy Link next to the desired demo to copy the tokenized URL to your clipboard.
   1. If the contact email exists, a tokenized URL will be copied.
   2. If the contact email is missing, the default demo URL will be copied instead.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FW3C8voaoXhuncCIr14il%2FScreenshot%202024-12-27%20at%2016.32.15.png?alt=media&#x26;token=701ff5a3-6592-4a00-b2a0-26468ec27411" alt="" width="563"><figcaption></figcaption></figure></div>

***

### 👉 Share via 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.&#x20;

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)<br>
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="<https://renee.storylane.io/demo/2vzyiqakolbh>" %}

### **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.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FSmor2dkPurUhNzPtZ8Qw%2FScreenshot%202024-12-27%20at%2016.56.26.png?alt=media&#x26;token=0b58bc59-256e-4732-818d-756c2c98aef3" alt="" width="563"><figcaption></figcaption></figure></div>

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.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2Fdwa0QX4L4vhevBKGR4sU%2FScreenshot%202024-12-27%20at%2016.59.32.png?alt=media&#x26;token=bae00c35-00c5-4235-a420-1ab3563e6bfb" alt="" width="563"><figcaption></figcaption></figure></div>

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.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2Fsa6DL8IRBPsG4wYqpWuq%2FScreenshot%202024-12-27%20at%2016.59.38.png?alt=media&#x26;token=a40507d1-9e92-4cb2-9a55-de802439571f" alt="" width="563"><figcaption></figcaption></figure></div>

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.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FZXqugKGA04rwnjK7rfMH%2FSTSF.webp?alt=media&#x26;token=3510be50-d1da-408d-82a1-cd2f7ba445d7" alt="" width="563"><figcaption></figcaption></figure></div>

{% 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

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2Fqb0j9g8IXhblXnDiyWrA%2FScreenshot%202025-01-15%20at%2016.48.06.png?alt=media&#x26;token=ec480545-2f23-4fa3-a6b1-19927571ac9b" alt="" width="563"><figcaption></figcaption></figure></div>

2. **Add a New Tab for Storylane**

* Locate the tabs section
* Create a new tab dedicated to Storylane

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FHV1PSYl74eAOSJfjQodT%2FScreenshot%202025-01-15%20at%2016.48.43.png?alt=media&#x26;token=664a3594-e68e-4c0c-a4fc-9e3879fa1057" alt="" width="563"><figcaption></figcaption></figure></div>

3. **Add the Storylane LWC to the Tab**

* Drag and drop the Storylane LWC component into the new tab

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FlLkbeNjyyxa0cjFmNCFT%2FScreenshot%202025-01-15%20at%2016.50.46.png?alt=media&#x26;token=5cd4f118-8b47-4fc0-9911-731304bf24d5" alt="" width="563"><figcaption></figcaption></figure></div>

4. **Activate and Save the Page**

* After completing these steps, you can access Storylane directly from the Opportunity record page tab.

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2Fl9jShbOIO4XkwpVgiqSJ%2FScreenshot%202025-01-15%20at%2017.03.07.png?alt=media&#x26;token=8b0fe9af-057a-4c0d-8191-726317fc4c0b" alt="" width="563"><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="https://2431356420-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN8hWd9k2Pbb6YSWO4pUQ%2Fuploads%2FZJ0jli3zEG1XPhnjaSYw%2FScreenshot%202025-01-15%20at%2017.03.45.png?alt=media&#x26;token=e551e71c-5e18-4921-9354-21016182b903" alt="" width="563"><figcaption></figcaption></figure></div>

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.

### 👉 Share via Gmail plugin <a href="#recipient-url" id="recipient-url"></a>

Attach demos into your emails as GIFs or links directly from Gmail — no switching tabs (or context!)

This is perfect for sales teams looking for an easy way to share demo leave behinds with prospects. Storylane sends real-time notifications for demo engagement to stay on top of high-intent accounts.

{% hint style="info" %}
To enable this Gmail plugin, please make sure the Storylane extension is installed and enabled in your Chrome browser. This will automatically activate the Gmail plugin.
{% endhint %}

Here's how it works 👇

{% @storylane/embed subdomain="app" linkValue="aasvnxdxhniv" url="<https://app.storylane.io/share/aasvnxdxhniv>" %}

***

{% hint style="info" %}
If you need help or have any questions, feel free to contact us at <support@storylane.io>.
{% endhint %}


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