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      Demostack and Salesforce Integration

      Benefits of Integrating Demostack and Salesforce

      Start translating data into business value. Get a complete picture of your demo data, forecast better, capture demand, buyer engagement data, and allocate your presales resources more efficiently.

      There are two supported integration use cases:

      1. Logging live demo calls as activity events to Salesforce Opportunities.

      2. Creating Leads in Salesforce from gated sandbox and product tour visits.

      Connecting Demostack and Salesforce

      Permissions

      To enable the Salesforce integration, you must have Demostack admin and Salesforce System Administrator permissions. Ensure the Salesforce user has access to view all opportunities and write permissions.

      Initial Setup

      1. Login to the Demostack web application

      2. On your Demostack Organization settings page go to the Integrations tab

         

        Screenshot 2024-01-30 at 13.04.50

         

      3. Click “connect” the Salesforce integration tile.

      4. Select whether you want to integrate to your SFDC Sandbox environment or your real SFDC production environment

      5. You'll be redirected back to Demostack

      6. Success!

      Switching from Sandbox to Production

      1. Login to the Demostack web application

      2. On your Organization settings page go to the Integrations tab

      3. Click “manage” on the Salesforce integration tile

      4. Click “delete” and approve the dialog

      5. Now we are back to square one; Tap “connect” on the Salesforce integration

      6. Select “production environment” in the dialog

      7. Authenticate in your Salesforce production environment in a new tab.

      8. You'll be redirected back to Demostack

      9. Success!

      Note: The Sandbox environment will be available only if your company has a Salesforce sandbox, and the user used to authenticate the integration has access to it.

       

      Managing the Integration

      Pausing the Integration

      If you have an Admin role, you can temporarily disable or re-enable the integration at any time by clicking the Pause/Resume buttons on the Integrations tab in the “Integrations” tab in the “Organization settings” page on Demostack.

      Deleting the Integration

      If you have an Admin role, you can completely remove the integration from your account by clicking the “Delete” next to the “Manage” button on the Salesforce integration card under the Integrations tab in the Organization settings page.

      Reconnecting the Integration

      If your Salesforce account connection fails due to changes in account permissions, security changes, or admin actions, reconnect by following the initial setup steps. Ensure a System Administrator user with relevant permissions in Salesforce performs the reconnection attempt.

       

      If your connection is repeatedly deactivated and you are not the Salesforce account admin, contact Demostack support.

       

      Using the Integration

      Logging live demo calls

      Live demos can be logged as activity events to the Salesforce Opportunity object.

      1. Before any live demo, presenters are able to select an opportunity from Salesforce in an auto-completing text-field.

      2. After the live demo ends, a Salesforce event is logged to the selected Opportunity.

      Note: In order to prevent false live demos from being transmitted to Salesforce, especially dry runs, live demos should last longer than 3 minutes.

       

      Screenshot 2024-01-30 at 13.06.03

       

      Note: The Opportunity must exist and be active in Salesforce, and it must be selected for data to be synced. Presenters can always add free text to the input field, however, this opportunity will not be recorded in Salesforce and the corresponding data will not be added.

       

      Opportunity Selection: By default, when presenters prepare for a live demo in Demostack, they will see the Salesforce Opportunities to which they are directly assigned. However, they can easily toggle between viewing opportunities assigned to them and exploring those owned by others in the organization.

      Salesforce Live demo activity event description includes:

      • Demo name

      • Presenter name

      • Event start & end date and time

      • Session duration

      • Number of screens presented

      • Demostack asset ID

      • Demostack asset link

      Lead Generation

      Create Salesforce leads from gated Sandbox and product tour visits.

      1. When a Demostack Sandbox or product Tour share link is created, the creator is able to check the “Add new leads to Salesforce” field.

      2. Once a prospect enters the shared Sandbox or product Tour and identifies, a Salesforce Lead object is created.

      Screenshot 2024-01-30 at 13.06.41

      Note: Presenters can toggle on/off the "Create new leads in Salesforce" option when sharing a Tour or Demostack sandbox. By default, creating new leads in Salesforce is turned off.

       

      Salesforce Lead activity event description includes:

      • Tour name

      • Session duration

      • Number of completed steps out of total tour steps

      • Demostack asset ID (i.e link to the tour in the platform)

      • Demostack asset link (i.e Demostack’s tour ID)

       

      Note: Source type should be configured manually in Salesforce. This will help with attribution.

       

      Once the presenter closed the demo browser tab, the event would appear in Salesforce within 5 minutes. In the case that the presenter left the browser tab open, after 45 minutes of idle time, the demo session would end and the event would appear in Salesforce.

      Demostack Custom Fields

      One of the key features of this integration is the ability to use Salesforce custom fields. Custom fields are fields that you can add to any object in Salesforce to capture additional information beyond what is available in the standard fields. This allows you to tailor Salesforce to your specific business needs and workflows.

       

      Custom fields in Salesforce can help generate reports and dashboards tailored to your specific business needs. By adding custom fields, you can create reports that provide insights into your sales and marketing activities. For example, tracking the results of product tours can inform your marketing and sales strategies. Utilizing Demosatck’s custom fields can help you make more informed decisions and drive better business outcomes.

      Live demos custom fields

      • Presenter name

      • Opportunity Stage

      • Session Duration

      • Demo Screens (i.e. number of screens viewed)

      • Asset link (i.e link to the demo in the platform)

      • Asset ID (i.e Demostack’s demo ID)

      Tour Leads custom fields

      • Duration in Minutes (i.e visitor session duration)

      • Total Steps (i.e total number of tour steps)

      • Completed Steps (i.e number of tour steps completed)

      • Tour Complete (i.e whether the tour was completed or not)

      • Asset link (i.e link to the tour in the platform)

      • Asset ID (i.e Demostack’s tour ID)

      Adding Custom Fields to Salesforce user interface

      Salesforce and Demostack integration allows data to be logged in Salesforce, but custom fields are not visible by default, although their data is being saved. The following guide will show you how to expose them. Here are the steps you need to take:

       

      1. After setting up the integration, create a live demo event or a tour share link that is integrated to Salesforce and perform the presentation and/or visit. This will create the custom fields, After 35 minutes, check that an event was logged.

      2. Navigate to the 'Object Manager' from the 'Setup' view.

      3. Find and click on the "Event" object.

      4. Determine where you want the new custom field to appear on the Event layout.

      5. Click 'Save' to finish the process.

      Troubleshooting the integration

      Common reasons for getting a notification that your Salesforce account is failing:

      • When account permissions in the Salesforce account change

      • Security change (like a password)

      • Change in the account by an admin that revokes the permission of some third-party apps to connect.

      Solutions

      Reconnect to enable the integration again. You can do this by following the steps that you initially followed to set up the integration and connect your Salesforce account.

      Make sure that the reconnection attempt is done by an Admin user who has the relevant permissions in salesforce.

       

      If you find that your connection is deactivated repeatedly and you are not the admin of your Salesforce account, please reach out to your Salesforce admin or our support to discuss this issue.

      FAQs

      Q: What if you want to present a demo to a prospect that is not part of an opportunity in Salesforce?

      A: You can always add free text to the input field. However, this opportunity will not be recorded in Salesforce and the corresponding data will not be added to Salesforce.

       

      Q: Will the dropdown list of opportunities be synced with Salesforce?

      A: For your sales team, it will always be in sync.

       

      Q: Is there any way to ensure that the leads are from real emails?

      Yes. When you share a presentation, the Presenter can choose to limit recipients to specific emails (“restricted”) and to specific domains. If you do that, the prospect will need to verify their email.

       

      Q: How can I disable the Salesforce integration?

      A: You can temporarily disable or re-enable the integration at any time by tapping the Pause/Resume buttons on the Integrations tab in the Organization settings page on Demostack platform.

       

      Q: How can I delete the Salesforce integration?

      A: If you are Admin role, you will be able to completely remove the integration from your account by tapping the “Delete” next to the “Manage” button on the Salesforce integration card located under the Integrations tab in the Organization setting page.

       

      Q: Which API calls will you be making and for what purpose?

      A:

      • When a user opens the "Give demo" modal, we query all active opportunities.

      • When a relevant presentation end event is processed, we will add it to Salesforce and associate it with the relevant opportunity.

      • As soon as a new lead is collected via a configured Salesforce share link, we will push it to Salesforce.

      Note: The access token will be renewed whenever it expires.

       

      Q: Will the integration cause duplicate lead records?
      A: The integration checks if a lead or a contact has already been created, and if it has, we don’t create a new one to prevent duplications. Whenever a lead or contact already exists, the activity will be added to that record.

       

      Still have questions? Check out our Salesforce integration technical guide or reach out to us via the blue hand in the bottom right hand corner of the screen. We're happy to help! ✌️