How to use Loom's Salesforce integration (Beta)

Use the Salesforce integration to gain insight into how your videos are performing, directly in Salesforce. 📈

If you're a Loom Enterprise Workspace Creator and Salesforce user, you can use the Salesforce integration to better understand your videos' performance. After your Admin has enabled Loom's Salesforce integration, you'll be able to get started.

Please Note

To identify and track a viewer in Salesforce, Loom needs Salesforce tracking to be toggled on and the viewer's email. Here are the ways a viewer’s emails can be identified:

  1. The viewer is a logged-in Loom user
  2. The viewer provides their email via the Request email to view" feature
  3. The viewer’s email is specified via the `anon_email=` query parameter in the URL

With Salesforce connected (at the Admin-level) Loom will create a new “Loom videos” related object as well as a Task on a Contact or Lead in Salesforce that matches the email of a known viewer on a Loom video with “Salesforce tracking” turned on.

Here's how to start tracking a video with Salesforce:

  1. Record your outreach video using Loom.

  2. Navigate to the Loom video share page and click on the Settings tab from the right-hand side panel.

  3. Then navigate to the Integration tab and toggle on Salesforce

  4. Once Salesforce tracking is on, you'll then want to navigate to the Audience tab from your video settings. 

  5. From here, you must turn on Require Email to view.  

    Note: You also have the option to identify viewers in Salesforce if you have set up Query Parameters for your video or if your viewer is logged into Loom. Any of these will ensure the viewer's email is captured.
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  6. Email your Lead or Contact the video link. In Salesforce, you will be able to see the Loom data as a related list on your contact or lead object list. You will also see Loom data as a task in the event feed. 
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    You should see Loom viewer and engagement data in Salesforce within 10 minutes. 

Questions, comments, concerns? Contact us here.  

Happy recording! 🎥 😄

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