The DailyStory + Salesforce integration enables:
DailyStory does not currently enable bi-directional sync with Salesforce. DailyStory can publish leads to Salesforce and read opportunity details.
There are several steps required to configure DailyStory and Salesforce integration. These steps are detailed below.
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:
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:
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.
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.