Integrate Salesforce with Storylane

Storylane will send you a secure URL to connect your Salesforce account. Once you click on the URL and click on the "Configure Salesforce" button, you will be prompted to log in into your Salesforce account.

Here's a quick demo on how to set up the Salesforce integration.

Once the integration is successful, a Custom Object will be created on salesforce. The custom object will be called “Storylane” 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

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