Customers always wish to get their issues resolved quickly. This becomes difficult through long emails and chats. Hippo Video’s integration with Salesforce helps you fix your customer issues faster than ever with video solutions. Publish self-service and product knowledge-base videos on your support portal and make them available to your customers. This way, it’s easy for your customers to find answers on their own and save their time.


How to integrate Hippo Video with Salesforce?

To get started:

  • Click on the URL provided below to install Hippo Video.

         https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F000001MhB5

  • Once you access the URL, you will be directed to the installation page.

  • You can install Hippo Video for ‘Admins’, ‘All users’ or ‘Specific profiles’.


 

  • Once you select your need, approve Salesforce to communicate with Hippo Video and click ‘Continue’.

  • Now, Hippo Video starts installing and might take 1 or 2 minutes to complete.

  • As soon as the installation is done, an admin account with your email-id will be created automatically with Hippo Video.

P.S: Hippo Video widget works only with Salesforce Lightning UI.


Checkout this video walkthrough for a step-by-step installation procedure:




After installation:

  • Go to Service Cloud and select ‘Cases’

  • Now, click on any one of the tickets available. Go to  -> Edit Page.

  • In the ‘Lightning Components’ pane, you can see the app builder.

  • Now, drag and drop the Hippo Video component to the page layout. Click ‘Save’.

  • Finally, you’ll be redirected to the Ticket page and you’ll notice the Hippo Video component.


How to enable Hippo Video widget for users in your organization?


To add users

  • Go to  and select the ‘Setup’ option.

  • Now, type ‘installed packages’ in the search bar provided and select ‘Installed Packages’ option.

  • Under ‘Installed Packages’, click on ‘Configure’. Now you can see the list of your organization users in a new window.

  • Alternatively, you can select the ‘Package Name’ and click on ‘Configure’ to add and select users. 

  • After you click on ‘Add users’ button, all the users you selected will be added to Hippo Video automatically.

Now Hippo Video widget will appear in your user's accounts under 'Case Tickets'


Once the setup is done, you can record a video and share it with your customer, or select an existing video from your Hippo Video library. You can also share a link with your customer to record a video testimonial. Customers can also record their issues from the link you share.


Here’s a video guide showing how to enable Hippo Video widget for your users: