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Set up Vidyard for Pardot custom object integration

With Vidyard for Pardot (custom object integration), you can connect an individual’s video viewing history to their prospect record in Pardot. Vidyard video analytics let you segment, score and nurture your prospects based on what videos they’ve watched, and for how long.

You can also further segment prospects within Pardot based on custom object data obtained from your Salesforce instance.

In Pardot you will receive the following data within each prospect record:


Data received from Pardot Integration with Vidyard
Vidyard Video View:
The video your prospect has most recently watched
Vidyard Video Viewing Duration:
The total duration of seconds your prospect has spent watching video content
Vidyard Videos Viewed:
The number of different Vidyard video players you prospect has watched

You will also be able to draw upon the following custom object data from your Salesforce instance to further segment leads:


Additional data received from granting Pardot access to custom object data from Salesforce
Views:
The number of times a prospect watched a video
Seconds Watched:
The total number of seconds a prospect watched a video (includes seconds re-watched within the same session)
Video Amount Watched:
The percentage of unique seconds within a video that a prospect watched
Date:
The date a prospect watched a video
Name:
The name of the video
Video UUID:
The unique ID associated with a video
Group Names:
The name of the organization (or group) within Vidyard where the video resides
Player Name:
The name of the player that contains the video
View ID:
The ID associated with the data set that is generated each time the player loads

Article Contents

The Vidyard for Pardot custom object integration consists of three steps:


Step 1: Connect Vidyard to Pardot
Step 2: Connect Vidyard to Salesforce
Step 3: Grant Pardot access to custom object data in Salesforce

Requirements

Vidyard Requirements
Salesforce Requirements
Pardot Requirements
  • A Vidyard account
  • Vidyard for Salesforce CRM integration enabled
  • Vidyard for Pardot feature enabled
  • Salesforce Enterprise, Unlimited or Performance edition
  • Administrator access to Salesforce
  • Access to custom objects in Salesforce
  • Pardot Pro (with custom objects) or Ultimate edition
  • Connect Pardot with Salesforce
  • Administrator access to Pardot

Step 1: Connect Vidyard to Pardot

To connect Vidyard to your Pardot instance:

  1. Log into Vidyard
  2. From the dashboard menu, select Group and then click Integrations
  3. In the Pardot section, provide the username and password for a Pardot administrator accountPardot integrations tab with fillable fields
  4. Enter the Pardot User API Key
    • Log into Pardot
    • In the top-right corner, hover over the account name and click Settings
    • Under My User Information, find the API User Key and enter it under the User Key field in VidyardSetting tab within Pardot
  5. If you would like Vidyard to create prospects for you in Pardot for known viewers, enter a campaign ID. The campaign ID should be obtained from the URL of your browser when viewing the campaign in Pardot:Campaign ID in the URL of a Pardot campaign
  6. Return to the integrations page in Vidyard and enter the campaign ID under the tab for Pardot. Then click Sync with Pardot.

Your Pardot organization will be displayed when the sync is successful.

Step 2: Connect Vidyard to Salesforce 

Install the Vidyard App for Salesforce

Note: If you would like to install the Vidyard app into your Salesforce Sandbox instance, first complete the steps in our article Install the Sandbox Application Package, then complete the steps below.  

The next step is to set up Vidyard for Salesforce by installing the Vidyard application into your Salesforce environment.

Note: A Salesforce instance can only be integrated with one of your Vidyard groups. It's recommended to sign out of any other Salesforce instances prior to setting up the integration.

To install Vidyard for Salesforce, complete the following steps:

  1. Open Salesforce AppExchange in a web browser and search for "Vidyard".
  2. Once you've found the Vidyard App, click Get it Now from the application information page.
  3. If not already signed into Salesforce, provide your Salesforce.com credentials (these must be your production credentials even if you're installing the app in a sandbox instance).
    Note: Our connected app uses OAuth service providers and requires an account configured with OAuth during installation. Using an account configured with Single Sign On (SSO) will fail during install with an error similar to the following:
    View of an Error message.  
  4. Select your environment type: Production or Sandbox (for testing), then click Confirm and Install.
  5. Review the package items and click Continue. If required, click Next on the approve access to the API page. 
  6. On the security access page, select Install for All Users.
    Select Grant Access to All Users. 
  7. Click Install.
    Note: The package installation may take a few minutes. During this time, do not refresh the page or use the back button.
    Install button in right bottom corner.  
  8. Click Done on the Installation Complete! notification.
    Install Complete dialogue.

Done! You have successfully installed the Vidyard for Salesforce App.

Connect a Salesforce Account to Vidyard 

Linking your Vidyard and Salesforce accounts allows the two platforms to exchange data related to your videos.

Note: The account being used to establish the connection needs to be a Salesforce Administrator with the following permissions:

  • View All and Modify All Standard Object Permissions for both Contacts and Leads.
  • View All and Modify All Custom Object Permissions for Video Views.

To connect your Vidyard account with your Salesforce, complete the following steps:

  1. Log into the Vidyard dashboard at http://www.secure.vidyard.com/
  2. In the Group menu, click Integrations.
    Integrations tab within the Group menu
  3. Under Integrations, click Salesforce, then Connect a Salesforce Account.
    Connect a Salesforce Account button
    Note: If your Salesforce instance uses login restrictions you may encounter a username/password error and be unable to integrate with Vidyard. As a workaround, change your authentication URL from login.salesforce.com to orgname.my.salesforce.com as shown below:

    Change authentication session from:
    Authentication session begins with 'login.salesforce.com'.

    Change authentication session to:
    Authentication session begins with 'vidyard.my.salesforce.com'. 

  4. You will be prompted by Salesforce to allow the permissions requested by Vidyard. Click Allow.
    Allow and deny buttons. 
  5. Once the accounts are connected, a notification will be displayed.
    Connection notification. 

Success! Vidyard and Salesforce are now connected.

Step 3: Grant Pardot access to custom object data in Salesforce

You now need to grant Pardot access to the Vidyard custom object in Salesforce. This object is created when the Vidyard for Salesforce app is installed and the two platforms are linked.

To grant Pardot access to the custom object, complete the following steps:

  1. Ensure that your Salesforce and Pardot instances are connected.
    • Login to Pardot as an administrator.
    • Choose the Admin tab on the main menu, click Connectors and then select +Add ConnectorSteps to add a Connector in Pardot
    • Important: Follow any subsequent instructions to configure the connection and consult any links to Pardot documentation that appear, if necessary.
  2. Choose the Admin tab, click Custom Objects and then select +Add Custom Object
  3. From the CRM Object dropdown menu, scroll down and select vidyard__Video_View_cCreate Custom Object menu and button
  4. Confirm the remaining fields populate as follows:
    • Display Name: Video View
    • Plural Display Name: Video Views
    • Display Field: Name
  5. Click Create custom object

Congratulations! You have successfully set up the Vidyard for Pardot (custom object integration). You may now begin to segment video view data to score and nurture leads.

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