How to set up Loom's Salesforce integration (Private 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 a Private 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 Entperise 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.

If you're a Salesforce Admin

  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.

  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.

  4. Click on Object Manager in the top left. Then navigate to Contact.


  5. Select Page Layouts from the left sidebar.


  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.
    Screen Shot 2023-11-16 at 5.02.49 PM.png

  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. 36C3ED53-B0E4-4300-B851-352DB372D14F.png
    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.

Here's a video tutorial of these steps:

Read/write permissions in Salesforce

In some cases, your Salesforce instance will require you to enable read/write permissions for Loom videos in order to send Loom videos to Salesforce. You can read more about how to configure custom profiles or custom permission sets in Salesforce. We have included an example of how you can enable Loom video read/write access for users below.

Please Note

The Salesforce configurations often vary by edition and customer configuration, so these steps are approximations.

Questions, comments, concerns? Contact us here.  

Happy recording! 🎥 😄

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