How to set up Loom's Salesforce integration (Beta)

Loom's Salesforce integration allows your Sales and Marketing teams to gain better insight into how their videos are performing directly in Salesforce at the Lead, Contact, and Opportunity levels. 👀

Please Note

Our Salesforce integration is currently in beta for users on Loom's Enterprise plan. To enable the integration in Loom, you need to be an Admin in your Workspace. To enable it in Salesforce, you'll need to be a Salesforce Admin. These Admins do not need to be the same person. To use the integration, you'll need to be a Member of a Loom Enterprise workspace and a Salesforce user.

In some cases, your Salesforce workspace settings may prevent you from integrating your Loom Workspace with Salesforce. We are working on an AppExchange application to address this issue. We currently provide support for Enterprise, Unlimited, and Developer versions of Salesforce.

If you're a Loom Workspace Admin

  1. Go to the Integrations tab in your Loom Workspace Settings.
  2. Click Connect Loom for Salesforce. You'll then see the option to connect in Salesforce. Click on the link to start setting things up on Salesforce's end.
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If you're a Salesforce Admin

Here's a video tutorial of steps to take:

Here are written steps to take:

  1. After you've connected your Salesforce instance in Loom, click on "Set up in Salesforce" where you'll be prompted to install the Loom package. Select Install for All Users and accept the terms and conditions.
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  2. Once the app is done loading, click Done, which will take you to your Salesforce workspace.
  3. To manage the application now that it's installed, go to Setup in the top right corner under the gear icon.
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  4. Click on Object Manager in the top left. Then navigate to Contact.6411C4A7-9081-49BE-8B26-1C991CFE387D.png
  5. Select Page Layouts from the left sidebar.
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  6. Click on the layout that you use and then scroll down to Related Lists.
  7. Drag “Loom videos” into its own section. 
  8. Press the wrench icon and customize your fields. The screenshot contains what we recommend.
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  9. Then hit Save. Repeat steps 4-9 for Leads.
  10. With the Loom Salesforce package installed and added to your Contacts and Leads, learn how to start tracking video engagement in Salesforce here. You’ll be able to create reports using this data to identify highly engaged prospects and uncover what content is resonating most with your customers.
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⚠️If your Salesforce instance has API Access Control turned on, you need to follow the steps listed below.⚠️
  1. Go to SetupConnected Apps oAuth Usage, and press Install on the Loom Connected App. 
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  2. Click Edit Policies under Manage Connected Apps for the Loom app.
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  3. Ensure the following is set:
    • Permitted Users is set to All users may self-authorize
    • Refresh Token Policy is Refresh token is valid until revoked
    • IP Relaxation is set to Enforce IP restrictions, but relax for refresh tokens
  4. If you have to change All users may-self authorize to Admin approved users are pre-authorized, you will receive this prompt: 
    Screenshot 2024-01-05 at 9.34.13 AM.png
  5. Please add the appropriate profile for the integrations admin doing the setup and then connect/disconnect from the loom app to re-enable access to Loom’s connected app.
    Screenshot 2024-01-05 at 10.07.45 AM.png

Please note:

After Salesforce has been successfully connected and installed at the Admin level, a Loom Creator only needs to ensure 2 things for Loom to relate viewer and engagement data to their Salesforce contacts:

  1. The email of a viewer is known. Viewers' email can be identified if: they are logged in, provide their email via the “Request email to view feature” or a viewer’s email is specified via the `anon_email=` query parameter in the URL.
  2.  Salesforce tracking is ON for their video. 

👉More information on how to use and track view with the Salesforce Integration can be found here.  

Default Settings

Loom Admins can set default video settings on behalf of a user Group. That being said, admins can ensure that a group of users has “Request email to view” and “Salesforce tracking” on by default by navigating to the Integrations tab in workspace settings. 

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👉More information on how to set up Groups can be found here.

 

Questions, comments, concerns? Contact us here.  

Happy recording! 🎥 😄

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