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How to Install and Use the Storydoc Salesforce Package

The Storydoc Salesforce package is a no-code solution that allows your team to generate personalized Storydoc presentations directly from Salesforce records and track real-time engagement data without leaving the CRM

Written by Jack
Updated over a week ago

Prerequisites

Before you begin the installation, please ensure:

  • Storydoc Plan: Your workspace is on a Teams account.

  • Integration Access: Confirm with your Storydoc Account Manager that the Salesforce integration has been enabled for your organization.

  • Templates: You have at least one Storydoc story published that includes dynamic variables (e.g., first_name or company).

  • Permissions: You have Salesforce System Administrator permissions to install managed packages and edit Lightning Record Pages.

Step 1: Install the Salesforce Package

  1. Log in to your Salesforce environment.

  2. Navigate to the package installation URL (replace [Your SF domain] with your actual domain):

    https://[Your SF domain]/packaging/installPackage.apexp?p0=04td2000000LREvAAO.

  3. When prompted for the installation key, enter: storydoc.

  4. Select Install for All Users, check the acknowledgment checkbox, and click Install.

  5. Approve Third-Party Access: When the prompt appears, grant access to *.storydoc.com. This registers Storydoc as a CSP (Content Security Policy) Trusted Site so the viewer can load securely within Salesforce.

  6. Wait for the installation to complete, then click Done.

Step 2: Add the Storydoc Viewer to Record Pages

Example: Adding the component to the Contact object.

  1. In Salesforce, go to Setup > Object Manager.

  2. Select the object you want to use (e.g., Contact).

  3. Click Lightning Record Pages, select your primary page layout, and click Edit.

  4. In the Lightning App Builder, find the Storydoc viewer custom component in the left-hand palette.

  5. Drag and drop the component onto your page layout.

  6. Recommendation: Place the component inside a dedicated Accordion section titled "Storydoc".

  7. Click Save and Activate the page.

Step 3: Connect Salesforce to Storydoc

  1. Open any record for the object you just configured (e.g., a specific Contact).

  2. Locate the Storydoc viewer and Sign in with your Storydoc credentials.

  3. You will be prompted to connect the environments. The system automatically detects if you are in a Production or Sandbox environment.

  4. Click Connect Salesforce.

  5. A new tab will open asking for OAuth authorization. Click Allow.

  6. Return to Salesforce and click Verify connection.

Step 4: Map Salesforce Fields to Storydoc Variables

  1. Once verified, the viewer will display a mapping screen showing how your data will render for that specific record.

  2. Map Storydoc variables (left) to the corresponding Salesforce fields (right).

  3. Use the search box to locate fields quickly and click Save changes when finished.

Step 5: Creating and Sharing Presentations

  1. In the Storydoc viewer on a record, click Create new version.

  2. Select your desired template from your Live documents.

  3. Review the variables, add a title for the document, and click Create version.

  4. Copy the generated link to share with your prospect.

  5. You can also use the Salesforce emailer to send the link directly.

Analytics & Tracking

  1. Engagement Data: View analytics for shared links directly within the record viewer.

  2. Drill-down Insights: Access deeper viewer analytics via the three-dots menu.

  3. Activity History: A “Presentation created” event is logged to the record’s Activity Timeline.

  4. Data Sync: Granular engagement metrics are synced to Salesforce once every 24 hours.

Managing the Integration

Adding More Objects (e.g., Leads)

  1. Repeat Step 2 to add the component to the new object's record page.

  2. Navigate to a record for that object; you will be prompted to set up its specific field mappings.

  3. Validate, save changes, and you can now create versions for that object.

Modifying Mappings or Connection

  1. Update Fields: Click the Settings (gear) icon in the viewer and select Manage variables.

  2. Adjust Mappings: Update your variables and hit Save changes.

  3. Change Environments: Click the Settings icon and select Manage connection.

  4. Reconnect: Use the Disconnect or Reconnect buttons to switch between Sandbox and Production.


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Custom Objects The Storydoc viewer supports standard objects out-of-the-box. For Custom Objects, your developers can implement the viewer manually using our open-source LWC component code found here: Storydoc LWC GitHub Repository.

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