Vidyard for Salesforce gives you the power to record, access, share, and personalize content in the format that consumers and customers demand: video. Start right here to Connect Vidyard to Salesforce.
This guide will help you install and configure Vidyard for Salesforce. Along the way, you’ll find suggestions from Vidyard on configurations you can make to simplify the setup process.
Setting up Vidyard for Salesforce has five parts to it:
Part 1: Install the Vidyard App for Salesforce
Part 2: Configure Permissions
Part 3: Connect Vidyard to Salesforce
Part 4: Customize Layouts with Vidyard Components
Part 5: Add Video Preview to Video View Page Layout
Before we begin, let’s take a look at the requirements to use Vidyard for Salesforce.
The Salesforce user who sets up a Vidyard for Salesforce integration requires the following Salesforce permissions:
Note: If you would like to install the Vidyard app into your Sandbox Salesforce instance, first complete the steps in our article Install the Sandbox Application Package, then complete the steps below.
The next step in setting up Vidyard for Salesforce is to install 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 integration.
To install Vidyard for Salesforce, complete the following steps:
Success! You can now begin configuring Salesforce to use Vidyard.
With Vidyard installed and linked to Salesforce, you’ll need to finish setting up the permissions to allow your users to access Vidyard.
Complete the following steps:
If using permission sets, you can create or use an existing set, but will be unable to use the Vidyard Application permission set. With user permissions configured, the final step is to add the Vidyard components to the necessary page layouts.
Linking your Vidyard and Salesforce accounts allows the 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:
To connect your Vidyard account with Salesforce, complete the following steps:
Add the Vidyard Video Views related list component to your layouts to allow your users to make use of the Vidyard tools right within Salesforce.
Note: If you want to add video to the Chatter publisher, or to add the Send Video Email button to Salesforce, visit those articles next. Please note that these features may require an additional license. Please contact your Account or Customer Success Manager should you require more information.
Note: Not all layouts look the same. Where you can place the Vidyard components will depend on your existing layout and your organizational preferences.
To customize your layout, complete the following steps:
Important: Since you’re adding a new related list, you’ll be asked if you want to overwrite your users’ personal related list customizations. If you click No, you will save the Vidyard related list to the layout without changing the customizations your users have made.
To see the video preview inside of Salesforce, the preview must be added to the page layout of the Video View object's details page.
To configure this, complete the following steps:
Note: If you have a version of the Vidyard app that is version 1.22.1 or previous, consider upgrading your Vidyard app to ensure you receive all available data.
You have now successfully completed the Vidyard for Salesforce integration set up!
Visit our User Guides for more information about using Vidyard for Salesforce, including frequently asked questions, using video in Salesforce Chatter, as well as the Vidyard for Salesforce reporting package.