Prerequisites
Before you can use the Storydoc integration within Salesforce, ensure you have:
Installed the Storydoc Salesforce package (see our installation guide for detailed steps)
A Teams plan or higher in Storydoc
How the Integration Works
Once installed, the Storydoc integration appears as a component within your Salesforce records. You can add it to any Salesforce object layout including Contacts, Leads, Opportunities, Accounts, or Campaigns.
The integration automatically pulls data from your Salesforce records to personalize Storydoc versions, eliminating manual data entry and ensuring accuracy.
Creating a New Storydoc Version
Navigate to any Salesforce record where you've added the Storydoc component. You'll see the Storydoc section with existing versions (if any) and analytics data.
To create a personalized version:
Click Create new version
Select the Storydoc template you want to use from the dropdown
Click Create version to proceed
Variable Mapping and Personalization
When you create a version, you'll see two sections of variables:
Salesforce variables are automatically populated from your record data, including:
Company name
Contact first and last name
Salesforce ID
Any other mapped fields
Storydoc variables include both auto-filled sender details and fields requiring manual input:
Sender name, picture, and role (auto-filled)
Prospect logo (requires manual selection or automation)
Sender calendar link and phone (auto-filled)
Any other mapped fields
For variables requiring manual input, such as the prospect logo in the example below:
Click on the empty logo field
Use the logo finder to search for the company
Select the appropriate logo
Click Save
Advanced Settings
Before creating your version, you can configure additional settings by clicking Advanced settings:
Protect with password: Require recipients to enter a password
Request reader details: Collect visitor information for engagement tracking
Expire date: Set an automatic expiration date for the story
Downloadable PDF: Allow readers to download the story as a PDF
Click Cancel to return without changes, or configure your preferred settings before proceeding.
Managing Your Created Version
Once created, your personalized version appears with a preview and analytics data. You can:
Copy the link to share from Salesforce or elsewhere
Edit in Storydoc to modify slides, content, or layout
View analytics directly in Salesforce
Managing Variable Mapping
To add new variables or modify existing mappings, click Manage Variables from the versions list. This opens the variable management interface.
For each Storydoc variable, you can:
See the variable description and current Salesforce mapping
View example data from the current record
Select a Salesforce field from the dropdown
The interface shows which Salesforce fields are mapped to each Storydoc variable, with examples from your current record to help you verify the correct mapping.
Adding New Variables
To extend your personalization capabilities:
Click + Add new variable at the bottom of the variables list and map it to the appropriate field
Configure the new variable in the Storydoc editor
This allows you to create highly personalized experiences by pulling any relevant data from your Salesforce records into your Storydoc presentations.
