This deck explains all the configuration parameters in the Settings tab in StoryPulse. This is applicable only the administrators

1. FocalCXM
Remarkable Experiences
Transfer of Information: Configuration Parameters

2. Key Objective
To help Support Teams understand the various configuration
parameters for StoryPulse

3. All configuration parameters can be set
under the “Settings” tab in StoryPulse
All configuration parameters can be set
under the “Settings” tab in StoryPulse

4. Settings - General
Parameter Type Values Comments
Language Pick-list {ENGLISH,SPANISH,KOREAN,JAPANESE}.
English is default
Futures. Not in use
as of 3.0
Time-zone Pick-list Futures: Not in use
in 3.0
Old Password Futures: Not in use
in 3.0
New Password Futures: Not in use
in 3.0
Confirm Password Futures: Not in use
in 3.0

5. Settings - Configurations
Parameter Type Values Comments
Enable Account Module Toggle Determines if StoryPulse (iPad)
should show the Accounts tab
Enable Contact Module Toggle Determines if StoryPulse (iPad)
should show the Contacts tab
Enable Assessment Module Toggle Determines if StoryPulse (iPad)
should show the Assessments tab
Enable Content Module Toggle Determines if StoryPulse (iPad)
should show the Assessments tab
Enable Network Module Toggle Determines if StoryPulse (iPad)
should show the Customer Network
Enable Visibility Tags Toggle If specified, this can help control
visibility based on the Visibility String
parameter in Assessments

6. Settings - Configurations
Parameter Type Values Comments
Pod Specific Allocations Toggle Determines if StoryPulse should get rep specific
allocations to the iPad
Product Associations Toggle Determines if product competitor data should be
downloaded by StoryPulse
One Assessment Only Toggle Determines if a rep can capture one
assessment at a time
Kiosk Toggle Determines if app is in use in the Kiosk mode
(e.g Retail)
Auto Scroll Toggle Determines if the question should automatically
scroll to the next once a user answers a
question
Enable Web Content Toggle Determines if the ”Course” tab is enabled in
StoryPulse
Is Content Online Toggle Determines if the StoryPulse should download
the content or not.
Gamification Toggle Determines if the Genres tab is displayed in the
admin UI or not

7. Settings – CRM Environment
Parameter Type Values Comments
Environment Picklist {Oracle CRM On Demand, Salesforce,
Oracle Sales Cloud}
Veeva is also supported as of 3.0
Environment
Username
Text The administrator username for the CRM
account. StoryPulse leverages this user info to
push activities back to CRM platform
Environment
Password
Text Password of the above user.
Environment
Podname
Text The pod-name for the specific environment
Environment
User Id
Text ROW_ID of the administrator
Create Activity Boolean Boolean to push activities or not to CRM
platform
Activity Creation
Object
Picklist All Custom Objects in the CRM Environment The object into which all assessment
responses are pushed to the CRM platform

8. Settings – CRM Environment – Advanced
These are the attributes in CO in CRM Platform where responses are stored
Parameter Type Values Comments
CustomNumber1 Text Integration Tag This is integration tag for each attribute in CRMOD
CustomText2 Text Integration Tag This is integration tag for each attribute in CRMOD
ContactId Text Integration Tag This is integration tag for each attribute in CRMOD
CustomText3 Text Integration Tag This is integration tag for each attribute in CRMOD
ltAssessmentName Text Integration Tag This is integration tag for each attribute in CRMOD
ProductId Text Integration Tag This is integration tag for each attribute in CRMOD

9. Settings – CRM Object Mappings
Ignore

10. Settings – Usage Statistics
Parameter Type Values
Activation Email Read Only Email address the
user entered
Version Read Only Version of the app
Last Login Read Only Last Login of the
user

11. Settings – Demographic Information
StoryPulse will display these fields if Demographic Information is enabled. Helpful to capture customer information
Parameter Type Values Comments
First Name Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
Last Name Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
Emaill Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
Phone Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
Address Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
City Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
Gender Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse
Age Toggle Fixed If enabled, this field will show up in a pop-up in StoryPulse

12. Thank You