Integrate ScreenSpace with Salesforce to streamline lead management by automatically creating or updating leads in your Salesforce database. This integration ensures that your sales team has access to up-to-date lead information, enabling more effective tracking and follow-up.

Automate Lead Management: Automatically create and update leads in Salesforce.
Detailed Engagement Insights: View ScreenSpace engagement data within Salesforce lead records.
Custom Dashboards: Create detailed reports using ScreenSpace engagement metrics.
Trigger Flows: Automate actions based on ScreenSpace engagement data.

Connect Salesforce to Your Workspace

ScreenSpace uses OAuth to securely connect your workspace with a Salesforce account.

Navigate to the Integrations Setup page inside your workspace settings
Click the Toggle for Salesforce
Click Connect in the pop-up
Sign in to your Salesforce Account (if not already signed in)

Boom! You're now ready to send leads to your Salesforce account.

Custom Fields

Once you connect your Salesforce account, the following custom fields are immediately generated.

Field	Description	Type
Engaged with a Story	Has engaged with any Story	Checkbox
All Stories Viewed	List of all Stories viewed	Long Text Area
First Session Date	Date of the first Story session	Date/Time
Last Form Fields	Data captured on the last form submitted	Long Text Area
Last Form Submitted	Name of the ScreenSpace form that was last submitted	Text
Last Form Submitted Date	Date of the last submission via a ScreenSpace form	Date/Time
Last Session Date	Date of the last Story session	Date/Time
Last Session Engagement Time	The total amount of time (in seconds) this user interacted with the last story viewed	Number
Last Session Timeline	Sequence of interactions made during the last session	Long Text Area
Last Story URL	URL of the Story last viewed	Text
Last Story Viewed	Name of the last Story viewed	Text
Total Engagement Time	Total time (in seconds) engaging with your Stories	Number
Total Sessions	Total number of sessions engaged with your Stories	Number

Link Salesforce to a ScreenSpace Form

Creating a native form is simple and can be done through the Form Creator page inside your Workspace settings.

Create a new ScreenSpace form and select Salesforce as the connected integration.
Select whether you want to Create New Leads, Update Existing Leads or both.
1. Create New Leads: This will create new Leads using form data, even if the Lead already exists in your Salesforce account
2. Update Existing Leads from: This will update existing Leads using form data. It is recommended to have both activated to avoid creating duplicating leads.
Map the ScreenSpace fields (on the left) with your Salesforce fields (on the right).
Click Save to save your form
Add your form to Stories
Test your integration by submitting your form right inside the Story's Visual Designer and then view your most recent leads in Salesforce.

What Happens When a Salesforce Form is Submitted

ScreenSpace sends last name (required), company (required) and mapped fields to Salesforce.
Leads are identifiable by the property Lead Source: ScreenSpace.
The Lead's Custom Fields are updated accordingly.

How to Use Lead & Engagement Data Inside Salesforce

View Engagement Data in Lead Records: Gain detailed insights into lead interactions with your Stories, allowing for more personalized follow-ups and effective engagement strategies.

Navigate to Object Manager → Lead → Page View inside your Salesforce settings.
Create a new Section called ScreenSpace Story Engagement
Search ScreenSpace in the Quick Find field and drag each ScreenSpace field into the new section.
Click Save

Create Custom Dashboards: Create a relevant Dashboard by filtering the data with the ScreenSpace Fields. Learn more.

Trigger Flows: You can also use engagement data in flows to better qualify and route leads.

Connecting Salesforce with ScreenSpace empowers your sales teams with actionable insights ensuring efficient lead management and enhanced engagement.