OVERVIEW HOW IT WORKS

 

Overview

Salesforce Service Cloud and Salesforce Sales Cloud are built on the Salesforce Customer Success Platform, enabling you to automate service processes and streamline workflows. Installing the FullStory app from AppExchange will allow you to use the FullStory widget in Salesforce Sales Cloud and Salesforce Service Cloud. The integration is available for both Salesforce Classic and Salesforce Lightning, and can be used on any of the following pages: Contacts, Leads, or Cases.

 

 

Get the most out of FullStory + Salesforce

 

How it Works

 

 

Instructions

  1. Find the FullStory listing in the Salesforce AppExchange 
  2. Click on Get It Now and follow the Salesforce installation steps


3. Once the SF administrator has completed the installation steps to configure the proper profiles and security for your SF account, they can move on to the following steps to configure the FullStory integration.


Next, Set up the FullStory Integration

Steps to configure the FullStory integration will vary, depending on whether you are using Salesforce Classic or Lightning Experience. 

Salesforce Classic Setup

Salesforce Lightning Setup


Related Content

 

 

 

Built by: FullStory

Setup: Turnkey 

Support: support@fullstory.com 

Version: 1.0 

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