Salesforce Integration

Christy Cook Updated by Christy Cook

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 opportunity details, but Salesforce is the source of truth for all contact updates.

Configure Salesforce Integration

There are several steps required to configure DailyStory and Salesforce integration. These steps are detailed below.

Create a Salesforce App

  1. Log into your Salesforce account with administrative rights, and go to the Salesforce Setup screen.
  2. On the left menu, select Platform Tools > Apps > App Manager:
  1. Next, click "New Connected App"
  2. Complete the Basic Information 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_App as the API name.
  • 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

  1. Complete the API form for the connected App
  • Check Enable OAuth Settings. This will expand the list of available settings (see the screenshot below).
  • Set the Callback URL to the following value:

​https://app.dailystory.com/API/Public/OAuthCallback/76db0921-55f1-4283-8017-7bd6b6abcbed

  • 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.
  • Check Include ID Token, and check Include Standard Claims, Include Custom Attributes, and Include Custom Permissions.
  1. Click the Save button. It can take 2 to 10 minutes for your application to get set up in Salesforce.
  2. After saving your new Salesforce app, you should have a view similar to this:
  1. Copy the Consumer Key and Consumer Secret
Important: The Consumer Key and Consumer Secret are required for configuring the integration with DailyStory.

Find your Salesforce Instance Key

The Salesforce instance key is the identifier that is used when accessing your Salesforce instance.

  1. Start by logging into your Salesforce account. Copy the unique name in the URL, in the case "dailystory-dev-ed".
  1. Navigate to the following URL and enter the text from step 1

https://status.salesforce.com/

Click the magnifying glass to retrieve the results:

In this case the Instance Key is NA75.

Important: The Instance Key is required for configuring the integration with DailyStory.

Enable Salesforce Integration in DailyStory

  1. Log into DailyStory and navigate to Account Settings > Integrations > Salesforce
  2. Click on Salesforce:
  1. Enter the values for Consumer Key, Consumer Secret, and Instance Key from the steps above.
  2. The Api Version is automatically set to v56.0, but can be changed to another version.
  3. Click the "Authorize" button (note this may require you to login to Salesforce again)

Once the authorization is complete, you are redirected back to the DailyStory Salesforce integration screen.

At this point the setup is complete and your Salesforce data will begin syncing.

Fields synced from Salesforce

When Salesforce integration is enabled, DailyStory automatically syncs data from Salesforce.

Salesforce sync is one-directional. And data from Salesforce will always be considered the "source of truth."

Standard fields

DailyStory 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.

Salesforce-specific fields

In addition to standard fields, the following Salesforce-specific fields are synced. These fields are used for personalizing content, running automations or building segments.

Field

Description

Salesforce Id

The unique identifier of the contact in Salesforce. Accessible in personalization as profile.salesforce_id.

Account Id

The account id of the contact in Salesforce. Accessible in personalization as profile.salesforce_account_id.

Account Owner Id

The id of the account owner of the contact. Accessible in personalization as profile.sfdc_accnt_owner_id.

Account Owner Email

The email address of the account owner of the contact. Accessible in personalization as profile.sfdc_accnt_owner_email.

Extended Field Mappings

DailyStory will automatically populate common Salesforce fields that correspond to properties of a DailyStory lead, such as email address, for example.

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 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.

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