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Vidyard Knowledge Center

Share videos in Chatter

With Vidyard and Salesforce working together, any Chatter user can easily and securely share a Vidyard player with other Chatter users. You can use the customized Chatter Publisher to access your Vidyard players, or create a new player by uploading video content from your computer or mobile device.

Chatter users without access to Vidyard can upload videos to share in Chatter or share videos they have previously uploaded. Videos uploaded to Chatter are only available to Chatter users and cannot be viewed outside of Salesforce. Vidyard users can remove the Chatter restriction by logging into the Vidyard dashboard and changing the access control settings for a given video player.

To create and share a new player in Chatter from in your browser, complete the following steps:

  1. Log into Salesforce. 
  2. Open Chatter
  3. In the Chatter Publisher, click Video
    Chatter posting controls.
  4. Click Add Video
    +Add Video button.
  5. Drag a video file into the window or click Choose File.
  6. Once the video has been uploaded, click Add Video to upload another video to the player, or click Save to finish creating the player.
  7. Optionally, hover on the video and click the gear icon to edit the player’s name and description. Click Save and go back to Players to save your changes.
    The gear icon is to the right of the video name.
  8. Optionally, choose who the video will be shared with (e.g. My Followers, Group, etc.).
  9. Click Share. Once the video has finished encoding, it will be available for other Chatter users to view.
    View of the video encoding.
    Note: If your existing Vidyard players are not showing up within Chatter, you may need to ensure you have integrated Salesforce with a Vidyard group that contains players

To create and share a new player in Chatter from in the Salesforce mobile app, complete the following steps:

  1. Open the Salesforce1 app on your mobile device.
  2. Navigate to your Chatter feed.
    The left menu Feed button.
  3. Click Video in the share menu at the bottom of the screen.
    Video icon is at the bottom of the screen, to the right of the Post button.
  4. In the Post Video screen, you can add a player from your Vidyard account, or create a new player: 
    To add a player from your Vidyard account:
    Search or scroll to find a video. Click to select the video you want to add. The selected video will be highlighted green.
    Search video options.

    To add a new player: 
    Click +Add Video.
    Add Video button.

    Click Record Video to record a video from your smartphone, right into a Vidyard player.
    Click to select a video file from your mobile device.  Choose a Video File
    Once your file is selected, or video is recorded, click Upload Video.

  5. Once your video is selected or added, optionally write a message about the video, then click Share.
    Option to add a message. Share message in the top right corner of the screen.
  6. Your video will be shared to Chatter. 
    Video of a posted video in Chatter.
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