Salesforce Classic UI Setup

First, please make sure you have followed the instructions to to install the FullStory app in your Salesforce instance. Also make sure you have the appropriate permissions to edit page layouts in Salesforce Classic.

Configure the FullStory app

You'll need to set your FullStory API key in Salesforce so that the widget can fetch the user sessions from the appropriate FullStory account.

  1. Login to FullStory and copy your API key from Settings.
  2. From the homepage of the Salesforce Classic UI, select the "FullStory Settings" tab. If you're unable to see it in the homepage, click on the + icon at the top of the page and look for "FullStory Settings".
  3. In the "API Settings" tab paste your API key in the text field and click "Save Key."
  4. Click on the "Object Settings" tab. Here you can configure the set of objects for which FullStory sessions can be fetched and displayed, as well as how sessions will be fetched.

    The FullStory app comes with configuration for the Case, Contact, and Lead objects. To add support for another object, click "Add." In the Object column, select the object for which you want to install the widget. In the Field column, select the field whose values FullStory should use for filtering sessions. You can use either an Email field or an External ID field that contains the FullStory user ID (this user ID must be the same user ID that is passed into the FullStory FS.identify API call).

    Also note that only objects containing an Email or External ID type field will appear in the object dropdown. When you have made the appropriate selections, click "Save Changes."

Create a Visualforce Page for the FullStory Component

The FullStory app includes a Visualforce page for Contact, Lead, and Case objects. If you want to see FullStory sessions on any other objects, you will need to create a Visualforce page first. Click "Setup" at the top of the page and search for Visualforce Pages with the help of the Quick Find box.

Click on Visualforce Pages and then click the New button to create a new Visualforce Page. Enter the required fields and paste the following code in the Visualforce Markup field:

<apex:page standardController="OBJECT_NAME" extensions="fullstory.FS_SessionsCtrl">

<apex:includeLightning />
   <div id="lightning"></div>

   <script>
   var recordID = "{!$CurrentPage.parameters.id}";
   $Lightning.use("fullstory:FS_Sessions", function() {
      $Lightning.createComponent("fullstory:FullStorySessions",
             {"recordId":recordID},
             "lightning",
             function(cmp, status, error){
              });
        });
   </script>
</apex:page>

Replace OBJECT_NAME with the API name of the object that you’re installing this on.

For example:


Add the Visualforce Page to Layouts

  1. Click Edit Layout in the object to which you’d like to see FullStory sessions.
  2. In the layout panel, select Visualforce Pages. If you’re trying to add the widget to one of Contact, Case or Lead, you should be able to see a Visualforce page called “FullStory Sessions”. If not, you should see the Visualforce page created in the previous section. Drag and drop the Visualforce Page onto your layout and click "Save".
  3. You should now see FullStory sessions in the configured page. You can click on one of the session links to watch the session in FullStory.


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