Salesforce

Create new leads and send demo analytics to SDFC

Storylane directly integrates with Saleforce (SDFC). 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

How to Integrate

See below storylane example on how to integrate with SDFC

Storylane Custom Object

Once the integration is successful, a Custom Object will be created on salesforce. The custom object will be called β€œStorylane” and below-listed fields will appear on the contact:

Demo Name - last viewed demo

  • type: String

  • name: sl_last_demo_name

Demo Viewed At - when demo was viewed last

  • type: DateTime

  • name: sl_last_demo_at

Demo Time (secs) - time spent in seconds

  • type: Number

  • name: sl_last_demo_time_secs

Demo Complete (%) - percent of steps completed

  • type: Percent

  • name: sl_last_demo_completion_percent

Demo Link - link to the demo

  • type: Url

  • name: sl_last_demo_link

Demo CTA Clicked - CTA url clicked by user

  • type: url

  • name: sl_last_demo_cta

Demo Checklist Completed - checklist of features completed

  • type: boolean

  • name: sl_last_demo_checklist_completed

Last updated