Vidyard for Salesforce

Set up Vidyard for Salesforce  

• Connect Vidyard to Salesforce
• Install the Vidyard for Salesforce Sandbox app package
• Add external Salesforce users
• Upgrade the Vidyard for Salesforce app from a previous version
• Updates to Vidyard for Salesforce app package

Vidyard for Salesforce Chatter  

• Set up Vidyard for Salesforce Chatter
• Share videos in Chatter
• Enable fullscreen for videos shared in Chatter

Vidyard for Salesforce Reports  

• Video View Data in Salesforce
• Vidyard Reporting Package for Sales & Marketing
• Create custom reports in Salesforce using Video View data
• Link Video Views with Salesforce Opportunities

Vidyard for Salesforce Marketing Cloud  

• Vidyard for Salesforce Marketing Cloud

Vidyard for Salesforce Sales Cloud  

• Vidyard for Salesforce Sales Cloud
• Create a Vidyard HTML email template in Salesforce
• Create Salesforce & Video sharing email templates

Vidyard in Salesforce Lightning Communities  

• Vidyard Rich Publisher app for Salesforce Lightning Communities
• Install the Vidyard Video Player Lightning component into Salesforce
• Embed a Vidyard player in your Salesforce Community

Vidyard for Salesforce Service Cloud  

• Set up Vidyard for Service Cloud
• Using Vidyard for Service Cloud

Troubleshooting and FAQs  

• How do I check if my Salesforce integration is working correctly?
• How do I embed a Vidyard player into a Salesforce knowledge article?
• Re-sync your Salesforce integration token
• Vidyard for Salesforce Security Details
• "Canvas Error - Vidyard_prod" in Vidyard for Salesforce

See all 10 articles