How to set up Video Agent in your Salesforce workflow

Want to reduce the amount of time your team spends on outreach? Use the Video Agent for Salesforce workflow in your Vidyard campaigns to automatically create and send personalized video messages to your contacts when they take specific actions, such as booking a demo or completing a form.

This article will walk you through how to get set up—connecting the integration in Vidyard, creating a Campaign, and configuring your Salesforce workflows to create custom videos. The steps here are an example of how to set up and use Video Agent, but you can further customize your workflow in Salesforce to perfectly fit your needs.

Connect your Salesforce Workflow in Vidyard

The first step to setting up your Salesforce workflow is to connect your Salesforce account to Vidyard.

1. Sign in to your Vidyard account
2. Navigate to Admin > Integrations, then select Add next to the Video Agent for Salesforce integration
3. Confirm that this is the account you'd like to connect with the integration by selecting Create, then Next
   • This gives Vidyard the authentication it needs to set up the Video Agent for Salesforce
4. Sign in to your Salesforce account, then select Next to continue 
   • You can also choose to set your avatars with a custom field 
     
5. Copy the link in Configure Your AI Video Workflow to the webhook_url field beneath it, then select Finish 
   

Optional - Set video avatars with a custom field

If you want to use custom fields in Salesforce to determine what avatar is used in a video, you can add the field values when connecting the integration. If multiple fields are added, Vidyard will check them in order and use the first one that contains a value. 

To do this, select Add value, then enter the Salesforce field API name. Make sure that this field exists in your outbound message, so that the correct avatar will be selected.

Choose a campaign for your workflow

To create AI videos for your viewers, you need to set up a Vidyard campaign that Video Agent can follow. You can use dynamic variables in your script (eg. {{first name}}, etc.) to personalize videos for each viewer.

Each user in your account that you'd like to create videos for should be added to this campaign. This allows the contact owner's avatar to be sent to the contact, so that they receive a personalized video from the correct member of your company.

Once you've created a campaign (or selected an existing one), select that campaign's Workflow tab, and pick the Salesforce platform option from the dropdown menu.

You'll need the values on this page for further Salesforce setup, so copy them into your notes for future steps.

Create a campaign in Salesforce

The campaign you create in Salesforce will send your email template to your contacts with a personalized video just for them.

1. Login to your Salesforce and navigate to Sales > Campaigns
2. Create a new campaign with your preferred settings
3. Copy the campaign ID from Vidyard into the Vidyard campaign ID field and select Save to finish

Create a trigger in Salesforce

The trigger you create in Salesforce sends a request to Vidyard to create an AI video for a contact.

1. Navigate to Setup > Process Automation > Workflow Actions > Outbound Messages in Salesforce
2. Select New Outbound Message, and create a message with the following values (please note that these are case sensitive, and must be entered exactly as shown)
   • Object - Campaign Member
   • Name - CampaignMemberCreated
   • Endpoint URL - The webhook URL you copied from your campaign workflow
   • Campaign Member fields to send - Email, LeadOrContactId, LeadOrContactOwnerId, CampaignId

Add custom fields to your Campaign Member object

Vidyard needs a custom field to store a video's unique identifier (UUID) for each campaign member. This value enables Video Agent to associate a video with a viewer, ensuring they receive the correct personalized AI video.

1. Select Setup > Objects and Fields > Object Manager
2. Choose the Campaign Member object from the list, then select Fields & Relationships
3. Create a New field, and select Text from the provided list
4. Set the Field Label to Vidyard Video UUID (case sensitive) and the maximum value to 22 or more (the normal length of a Vidyard UUID)
5. Repeat the process above for the following objects under Fields & Relationships:
   • Field label: Lead, Field name: Lead
   • Field label: Vidyard Campaign ID, Field name: Vidyard_Campaign_ID__c

Create a Salesforce Flow

Next, you'll build a Salesforce Flow to start the process of creating a personalized video for your leads.

1. Select Setup > Process Automation > Flows and create a New Flow
2. Select Record Triggered Flow, and ensure the following fields are entered
   • Object - Campaign Member
   • Trigger - A record is created

   • Optimize for - Actions and Related Records

      

     

3. Select + to add a new Element > Action, then choose your Outbound Message Workflow, CampaignMemberCreated
4. Label your Action GenerateVidyardVideo (case sensitive), then select Save to finish

Sign up your Contacts or Leads to a campaign

Signing up your contacts or leads to a campaign triggers the creation of a custom, personalized AI video for each person.

Follow Salesforce's steps on adding multiple contacts or leads to a campaign to add people to the campaign you created earlier, and you're all done!

Update or delete the Salesforce Video Agent integration

If you need to connect your Vidyard Video Agent to a different Salesforce account, or remove an integration altogether, you can do so from Admin > Integrations. Select the menu (3 dots) beside any Video Agent integration to update or delete it.