Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using the Import Bulk tool
Adding contacts using automation
Searching for contacts
Getting started with contacts search
Using direct free text search
Using advanced search
Filtering your search
Managing custom contact fields
Accessing the custom contact fields
Creating and editing custom contact fields
Sample custom field configuration
Enabling a custom field in search
Create or Edit a Campaign
Pause a Campaign
Delete a Campaign
Campaign Tracking Token
Campaigns Frequently Asked Questions
DailyStory Segments Guide
Create a Static Segment
Create a Dynamic Segment
Add Contacts to a Static Segment
Viewing the Contacts in a Segment
Deleting a Segment
Segment Frequently Asked Questions
DailyStory Email Marketing Guide
Create or Edit an Email
Using the Email Designer
Email Options Menu
Email Designer Widgets
Preview an Email
Email Web View
Send a Test Email
Sending an Email
Email Sending Guardrails
Send an email to a single contact
Email Designer Advanced Topics
Email Merge Tags
Edit Email Html and CSS
Import and Export Emails
Email Technical Details
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
How to warm up an IP address
Troubleshooting email delivery
Text Message Marketing
DailyStory Text Message Marketing Guide
Create or Edit a Text Message
Send text to a single contact
Understanding Text Messaging costs
Send a test Text Message
Schedule a Text Message
Setting up Keywords for Text Message Replies
Replies to Text Messages
Text Message Replies Report
Opting out of Text Messages
Text Message Frequently Asked Questions
File Manager Guide
File Manager Frequently Asked Questions
Manage files and folders in File Manager
Tracking Links Guide
Create or Edit a Tracking Link
Test a Tracking Link
Tracking Link Advanced Options
Measure click performance and track link conversions
Tracking Link Metrics and Reporting
Tracking Links Frequently Asked Questions
Web Forms Guide
Create or Edit a Web Form
Design a Web Form
Styling your Web Form
Publishing your Web Form
Web Forms Frequently Asked Questions
Features available for personalization
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
DailyStory Autopilot Guide
Design an Autopilot Automation
View all Autopilot Automations
Autopilot Frequently Asked Questions
How DailyStory integrates with Google Analytics
Mailgun and DailyStory integration
MINDBODY ONLINE and DailyStory integration
MINDBODY Frequently Asked Questions
reCAPTCHA and DailyStory integration
Salesforce and DailyStory integration
Twilio and DailyStory integration
Twilio Integration Frequently Asked Questions
Verint Community and DailyStory integration
WordPress and DailyStory Integration
Zapier and DailyStory Integration
GoToWebinar integration using Zapier
Account Setup and Configuration
Account Settings Frequently Asked Questions
Personal Settings Frequently Asked Questions
Changing Your Password
Add a User to a Role
Understanding Role Permissions in DailyStory
Access Control using Roles
Create or Edit a Role
Grant Permissions in the Role
Delete a Role
Remove a User from a Role
Roles and Permissions Frequently Asked Questions
How to Find Your DailyStory Beacon
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WordPress
Manually Add the Beacon
Beacon Frequently Asked Questions
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Updated by Rob Howard
DailyStory + Salesforce
The DailyStory + Salesforce integration enables:
- Leads in DailyStory that are marked as Marketing Qualified are automatically created as a new lead in Salesforce.
- Salesforce Opportunities can be associated with a DailyStory campaign.
- Track Salesforce Opportunity value back to your DailyStory campaign.
DailyStory does not currently enable bi-directional sync with Salesforce. DailyStory can publish leads to Salesforce and read opportunity details.
Configuring Salesforce Integration
There are several steps required to configure DailyStory and Salesforce integration. These steps are detailed below.
- Create a Salesforce App
Log in to your Salesforce account with administrative rights and go to the Salesforce Setup screen.
On the left menu, select Build > Create > Apps:
Next, click New on the Connected App menu:
- Configure Salesforce App
Complete the form for the Connected App:
Enter the name
DailyStory Connected App as the name of your application.
The API Name should be automatically set. If not, enter
DailyStory_Connected_Appas the API name.
Finally, set the contact email to your email address.
Optionally set other fields: * Logo image URL: https://ds-cdn.azureedge.net/files/brand/125x125.png * Icon URL: https://ds-cdn.azureedge.net/files/brand/16x16.png * Info URL: https://docs.dailystory.com/integrations/salesforce * Description: Used to connect DailyStory and Salesforce
Enable OAuth Settings, this will expand the list of available settings (see the screen shot below).
Callback URL to the following value:
Next add all of the
Available OAuth Scopes to the
Selected OAuth Scopes. This ensures that DailyStory has the ability to create leads and read other data from Salesforce.
These authorization scopes ensure DailyStory has enough permission to perform existing actions as well as for planned integrations.
Include ID Token and check
Include Standard Claims,
Include Custom Attributes, and
Include Custom Permissions.
Click the Save button. It can take 2-10 minutes for your application to get setup in Salesforce.
After saving your new Salesforce app, you should have a view similar to this:
- Configure DailyStory
Login to DailyStory and go to Integrations.
To get to Integrations click on the shortcut menu in the top right and click Account Settings. Next, navigate to Integrations using the menu on the left.
Click on Salesforce:
From your DailyStory Connected App in Salesforce copy the values for
Consumer Key and
Consumer Secret into DailyStory and click Authorize.
You may be requested to sign in to Salesforce again
Once Salesforce integration is enabled you will also be able to configure several advanced Salesforce integration options.
Extended Field Mappings
DailyStory will automatically populate common Salesforce fields that correspond to properties of a DailyStory lead, for example email address.
However, 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.
For example, if you are capturing a values for
CurrentSubscribers and you have a Salesforce custom field called
NumberOfSubscribers__c you can configure DailyStory to populate that field in Salesforce when
a lead is added from DailyStory.