The Hippo Video integration for Salesforce helps sales reps humanize prospect engagement by letting them easily create, share and track personalised video content within Salesforce. There are two parts to integrating Hippo Video within Salesforce.
Installing Hippo Video app.
Adding the Hippo Video widget in the leads & contacts page.
A Hippo Video account is required for this integration to work.
Please sign up here, if you do not have an account. Continue reading if you are an existing user.
Installing Hippo Video with Salesforce:
Log on to Salesforce.com and click on 'Visit AppExchange' inside the App Launcher.
Inside the AppExchange, search for 'Hippo Video' and you shall find it listed under the 'Components' 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.
Note: The Hippo Video app is connected with OAuth service provider and will configure the OAuth during installation.
4. Click on 'Install in Production' to start using Hippo Video within Salesforce or click 'Install in Sandbox' to test the tool.
5. Read and agree to the terms & conditions and click on 'Confirm and Install'.
6. Finally, select users who can access Hippo Video within Salesforce out of the given choices and click on 'Install'.
7. Click on 'Done' once the installation is complete.
Configuring the Hippo Video Widget
Once 'Hippo Video' is installed within Salesforce, the Hippo Video widget needs to be configured.
Go back to 'App Launcher', select Sales and click on any of your prospects listed under the 'Leads' tab.
Click on the gear icon on the top right corner of the page and select 'Edit Page' from the drop-down menu.
Scroll down to find Hippo Video on the bottom left of the page, under Custom - Managed lightning components.
You can now click and drag the Hippo Video widget anywhere on the screen according to your convenience.
Click on 'Save' followed by 'Back' to return to the leads page.
You will now notice that Hippo Video widget has been added inside the page.