Salesforce
Create new leads and send demo analytics to SFDC
Last updated
Create new leads and send demo analytics to SFDC
Last updated
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
There are few ways in which you can identify new leads. You can refer the article on Lead Tracking to learn more
See below storylane example on how to integrate with SFDC
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