{"Status":true,"Message":"","Response":{"post":{"postuid":"bwballjdan","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Salesforce Integration","slug":"article/bwballjdan-integrations-salesforce","html":"\u003Cp\u003EThe \u003Ca href=\u0022https://www.dailystory.com/blog/email-and-text-message-marketing-for-salesforce/\u0022\u003EDailyStory integration with Salesforce\u003C/a\u003E enables:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESyncing contacts from Salesforce into DailyStory\u003C/li\u003E\u003Cli\u003ELeads in DailyStory that are marked as Marketing Qualified are automatically created as new leads in Salesforce.\u003C/li\u003E\u003Cli\u003ESalesforce Opportunities can be associated with a DailyStory campaign.\u003C/li\u003E\u003Cli\u003ETrack Salesforce Opportunity value back to your DailyStory campaign.\u003C/li\u003E\u003C/ul\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EDailyStory does not support bi-directional sync with Salesforce. DailyStory can publish leads to Salesforce and read opportunity details, but Salesforce is the source of truth for all contact updates.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022configure_salesforce_integration\u0022\u003EConfigure Salesforce Integration\u003C/h2\u003E\u003Cp\u003EThere are several steps required to configure DailyStory and Salesforce integration. These steps are detailed below.\u003C/p\u003E\u003Ch3 id=\u0022create_a_salesforce_app\u0022\u003ECreate a Salesforce App\u003C/h3\u003E\u003Col\u003E\u003Cli\u003ELog into your Salesforce account with administrative rights, and go to the Salesforce Setup screen.\u003C/li\u003E\u003Cli\u003EOn the left menu, select \u003Ccode\u003EPlatform Tools \u0026gt; Apps \u0026gt; App Manager\u003C/code\u003E:\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221261\u0022 data-height=\u0022885\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/b6656aa84990a395e15d4e480eebfbbe.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003ENext, click \u0022New Connected App\u0022\u003C/li\u003E\u003Cli\u003EComplete the Basic Information form for the connected App\u003C/li\u003E\u003C/ol\u003E\u003Cul\u003E\u003Cli\u003EEnter the name\u0026nbsp;\u003Ccode\u003EDailyStory Connected App\u003C/code\u003E\u0026nbsp;as the name of your application.\u003C/li\u003E\u003C/ul\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EThe API Name should be automatically set. If not, enter\u0026nbsp;\u003Ccode\u003EDailyStory_Connected_App\u003C/code\u003E\u0026nbsp;as the API name.\u003C/p\u003E\u003C/cite\u003E\u003Cul\u003E\u003Cli\u003ESet the contact email to your email address.\u003C/li\u003E\u003C/ul\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022678\u0022 data-height=\u0022284\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/3007ee0c5a493b9339e1ab06ed3423c5.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cul\u003E\u003Cli\u003EOptionally set other fields:\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003ELogo image URL: https://ds-cdn.azureedge.net/files/brand/125x125.png\u003C/p\u003E\u003Cp\u003EIcon URL: https://ds-cdn.azureedge.net/files/brand/16x16.png\u003C/p\u003E\u003Cp\u003EInfo URL: https://docs.dailystory.com/integrations/salesforce\u003C/p\u003E\u003Cp\u003EDescription: Used to connect DailyStory and Salesforce\u003C/p\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EComplete the API form for the connected App\u003C/li\u003E\u003C/ol\u003E\u003Cul\u003E\u003Cli\u003ECheck\u0026nbsp;\u003Ccode\u003EEnable OAuth Settings\u003C/code\u003E. This will expand the list of available settings (see the screenshot below).\u003C/li\u003E\u003Cli\u003ESet the\u0026nbsp;\u003Ccode\u003ECallback URL\u003C/code\u003E\u0026nbsp;to the following value:\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003E\u003Ccode\u003E\u200Bhttps://app.dailystory.com/API/Public/OAuthCallback/76db0921-55f1-4283-8017-7bd6b6abcbed\u003C/code\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EAdd all of the\u0026nbsp;\u003Ccode\u003EAvailable OAuth Scopes\u003C/code\u003E\u0026nbsp;to the\u0026nbsp;\u003Ccode\u003ESelected OAuth Scopes\u003C/code\u003E. This ensures that DailyStory has the ability to create leads and read other data from Salesforce.\u003C/li\u003E\u003C/ul\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EThese authorization scopes ensure DailyStory has enough permission to perform existing actions, as well as for planned integrations.\u003C/p\u003E\u003C/cite\u003E\u003Cul\u003E\u003Cli\u003ECheck\u0026nbsp;\u003Ccode\u003EInclude ID Token\u003C/code\u003E, and check\u0026nbsp;\u003Ccode\u003EInclude Standard Claims\u003C/code\u003E,\u0026nbsp;\u003Ccode\u003EInclude Custom Attributes\u003C/code\u003E, and\u0026nbsp;\u003Ccode\u003EInclude Custom Permissions\u003C/code\u003E.\u003C/li\u003E\u003C/ul\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022877\u0022 data-height=\u0022522\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/0c15ffa992e10a4b2e40c25594338198.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00226\u0022\u003E\u003Cli\u003EClick the Save button. \u003Ci\u003EIt can take 2 to 10 minutes for your application to get set up in Salesforce.\u003C/i\u003E\u003C/li\u003E\u003Cli\u003EAfter saving your new Salesforce app, you should have a view similar to this:\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221186\u0022 data-height=\u0022671\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/b407b8f2e85d0e17a9beb76705abca7c.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00228\u0022\u003E\u003Cli\u003ECopy the Consumer Key and Consumer Secret\u003C/li\u003E\u003C/ol\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EImportant: The Consumer Key and Consumer Secret are required for configuring the integration with DailyStory.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022find_your_salesforce_instance_key\u0022\u003EFind your Salesforce Instance Key\u003C/h3\u003E\u003Cp\u003EThe Salesforce instance key is the identifier that is used when accessing your Salesforce instance.\u003C/p\u003E\u003Col\u003E\u003Cli\u003EStart by logging into your Salesforce account. Copy the unique name in the URL, in the case \u0022dailystory-dev-ed\u0022.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221261\u0022 data-height=\u0022497\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/438761f2799e2443dadcc9002847fbb8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ENavigate to the following URL and enter the text from step 1\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003E\u003Ca href=\u0022https://status.salesforce.com/\u0022 target=\u0022_blank\u0022\u003Ehttps://status.salesforce.com/\u003C/a\u003E\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221261\u0022 data-height=\u0022524\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/844c454b8c859785b093f0464946087c.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClick the magnifying glass to retrieve the results:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022704\u0022 data-height=\u0022649\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/1bd748d12155348349ba4c04d8f55feb.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EIn this case the Instance Key is \u003Ccode\u003ENA75\u003C/code\u003E.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EImportant: The Instance Key is required for configuring the integration with DailyStory.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022enable_salesforce_integration_in_dailystory\u0022\u003EEnable Salesforce Integration in DailyStory\u003C/h2\u003E\u003Col\u003E\u003Cli\u003ELog into DailyStory and navigate to Account Settings \u0026gt; Integrations \u0026gt; Salesforce\u003C/li\u003E\u003Cli\u003EClick on Salesforce:\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221261\u0022 data-height=\u00221163\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/3ffe66f01dcfb73e40bf9fb71f69742f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EEnter the values for Consumer Key, Consumer Secret, and Instance Key from the steps above.\u003C/li\u003E\u003Cli\u003EThe Api Version is automatically set to v56.0, but can be changed to another version.\u003C/li\u003E\u003Cli\u003EClick the \u0022Authorize\u0022 button (note this may require you to login to Salesforce again)\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EOnce the authorization is complete, you are redirected back to the DailyStory Salesforce integration screen.\u003C/p\u003E\u003Cp\u003EAt this point the setup is complete and your Salesforce data will begin syncing.\u003C/p\u003E\u003Ch3 id=\u0022fields_synced_from_salesforce\u0022\u003EFields synced from Salesforce\u003C/h3\u003E\u003Cp\u003EWhen Salesforce integration is enabled, DailyStory automatically syncs data from Salesforce.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ESalesforce sync is one-directional. And data from Salesforce will always be considered the \u0022source of truth.\u0022\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022standard_fields\u0022\u003EStandard fields\u003C/h3\u003E\u003Cp\u003EDailyStory will sync the following standard fields from Salesforce: first name, last name, email, address, city, state, postal code, country. DailyStory also will automatically geocode (calculate the latitude and longitude) the contact record.\u003C/p\u003E\u003Ch3 id=\u0022salesforcespecific_fields\u0022\u003ESalesforce-specific fields\u003C/h3\u003E\u003Cp\u003EIn addition to standard fields, the following Salesforce-specific fields are synced. These fields are used for personalizing content, running automations or building segments.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EField\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003EDescription\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESalesforce Id\u003C/td\u003E\u003Ctd\u003EThe unique identifier of the contact in Salesforce. Accessible in personalization as \u003Ccode\u003Eprofile.salesforce_id\u003C/code\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EAccount Id\u003C/td\u003E\u003Ctd\u003EThe account id of the contact in Salesforce. Accessible in personalization as \u003Ccode\u003Eprofile.salesforce_account_id\u003C/code\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EAccount Owner Id\u003C/td\u003E\u003Ctd\u003EThe id of the account owner of the contact. Accessible in personalization as \u003Ccode\u003Eprofile.sfdc_accnt_owner_id\u003C/code\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EAccount Owner Email\u003C/td\u003E\u003Ctd\u003EThe email address of the account owner of the contact. Accessible in personalization as \u003Ccode\u003Eprofile.sfdc_accnt_owner_email\u003C/code\u003E.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022extended_field_mappings\u0022\u003EExtended Field Mappings\u003C/h3\u003E\u003Cp\u003EDailyStory will automatically populate common Salesforce fields that correspond to properties of a DailyStory lead, such as email address, for example.\u003C/p\u003E\u003Cp\u003EHowever, if you are using a custom form or setting extended lead properties, you may want to publish these into Salesforce as well. This is precisely what the Advanced Configuration option for Extended Field Mappings does.\u003C/p\u003E\u003Cp\u003EFor example, if you are capturing values for\u0026nbsp;\u003Ccode\u003ECurrentSubscribers\u003C/code\u003E\u0026nbsp;and you have a Salesforce custom field called\u0026nbsp;\u003Ccode\u003ENumberOfSubscribers__c\u003C/code\u003E, you can configure DailyStory to populate that field in Salesforce when a lead is added from DailyStory.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022724\u0022 data-height=\u0022512\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/ce6299f731b08e404349fbe2bad33ab2.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_url":"https://cdn-us-1.azureedge.net/content-pages/images/integrations/icons/salesforce_on.png?v=2","featured_image_updating":false,"meta_description":"Salesforce Integration The DailyStory integration with Salesforce enables: Syncing contacts from Salesforce into DailyStory Leads in DailyStory that are marked as Marketing Qualified are automatically created as new leads in Salesforce. Salesforce Opportunities can be associated with a DailyStory campaign. Track Salesforce Opportunity value back to your DailyStory campaign. DailyStory does not support bi-directional sync with Salesforce. DailyStory can publish leads to Salesforce and read op ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":4,"total_views":1312,"date_published":"2023-08-14T16:54:01","date_updated":"2025-10-20T14:43:20.31","date_created":"2025-04-24T15:03:01.797"}}}