The Hippo Video integration for Salesforce helps sales reps humanize prospect engagement by letting them easily create, share, and track personalized video content within Salesforce. There are two parts to integrating Hippo Video within Salesforce.
Installing Hippo Video app from App exchanger.
Enable Salesforce inside Hippo Video.
Add users within Salesforce to access the Hippo Video library.
Configure Hippo Video widget in the leads & contacts page inside Salesforce. To learn how to configure, click here.
Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Salesforce account.
Here's brief walkthrough video on how to integrate Hippo Video with Salesforce,
Step 1- To install Hippo Video with Salesforce:
Log-in to Salesforce.com using your existing credentials.
Click on the App Launcher icon from the top left and then click on View All.
Click on the Visit AppExchange button on the top right.
Inside the AppExchange, search for Hippo Video and you shall find it listed under the Apps Store tab.
Select Hippo Video for Salesforce, click on Get It Now, and complete the check-out process.
Note: Hippo Video provides a free 14-day trial and you won’t be charged until the 14th day.
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Now, click on the Open Login Screen at the bottom right and then click on the Go to AppExchange Website button at the bottom.
Click on the Get It Now button. Your Hippo Video App will be installed inside Salesforce.
Step 2 - To enable the Salesforce inside Hippo Video:
Enabling the Salesforce inside the Hippo Video is mandatory for integration.
Go to the Integrations tab inside Hippo Video.
Search for Salesforce below the Sales tab.
Click on Install. The new tab will appear where you’ll be asked to provide the Salesforce credentials to complete the installation process.
Step 3 - To add users to access the Hippo Video library within Salesforce:
Log-in to Salesforce.com using your existing credentials.
Click on the Set Up icon from the top right and then click on Set Up for Current App.
You’ll be redirected to the Setup page inside Salesforce.
Select Installed Packages below Apps from the left panel.
Here, you’ll notice all the installed packages. Below the Action column, click on the Configure link next to the HippoVideo package name.
You’ll be redirected to the Enable Hippo Video for Users page where you can find all the users under the specific account.
Select the respective user by clicking the checkbox next to the email address and click the Add Users button.
As soon as the above steps are completed, the selected users will be automatically configured with Hippo Video and be able to access the Hippo Video library from Salesforce.
To check out other topics related to this integration.
