There's no more effective or faster way to record a truly personal message, record your screen, or upload an existing video directly inside Salesforce than BombBomb's Salesforce Lightning integration.
Our analytics dashboard provides insight into team and individual performance, allowing you to scale best practices across the entire organization. Every email send, email open, link click and video play is logged as a Salesforce activity. This article will take you through each step of getting BombBomb's Salesforce Lightning integration set up for your team.
Minimum requirements needed to set up Salesforce Lightning with BombBomb:
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- Salesforce Supported Editions: Enterprise, Unlimited
- Supported Languages: English
- Supported Features: Lightning Experience
- Additional Requirements: An Active BombBomb subscription on the Individual Level or higher, or free trial to utilize the service within Salesforce
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Jump to:
- Downloading the app
- Installing the app
- Deploying a custom domain
- Configuring the BombBomb video component
- Configuring permissions
- Adding BombBomb Video to a Contact Record
- Adding BombBomb Video to a Lead Object
- Adding BombBomb Video to a Case Object in Service Cloud
- Setting up list view sending on the Contact Record
- Setting up automated sending
- Using the app
Downloading the app
Outside Salesforce:
1. In your web browser, go to appexchange.salesforce.com.
2. Search for “BombBomb” in the search bar.
3. Select the “BombBomb Video for Salesforce” option.
4. Click the “Get It Now” button.
Inside Salesforce:
1. Within your account, click the gearwheel icon in the upper right corner.
2. Select “Setup.”
3. In the menu on the left side of the page, click the “Apps” dropdown.
4. Select “AppExchange Marketplace.”
5. Search for “BombBomb” in the search bar.
6. Select the “BombBomb Video for Salesforce” option.
7. Click the “Get Now” button.
8. On the pop-up, select “Open Login Screen.”
9. Click the “Allow” button on the permissions screen to allow access.
Installing the app
1. To get started, click the installation link.
2. Select the option for “Install for Admins Only.” (Do not select "Install for All Users" or "Install for Specific Profiles" or the app will not work as expected.)
3. Then click “Install” to install the BombBomb Video package.
Deploying a custom domain
In order to use the BombBomb Lightning components, you must deploy a custom domain for your Salesforce org. This takes approximately 20 minutes and does not interfere with your org’s performance.
1. Click on "Set-up."
2. Type “My Domain” in the Quick Find.
3. Follow the on-screen prompts to deploy a customer domain for your org.
Configuring the BombBomb video component
1. Click the “Setup” gearwheel icon. 
2. In the Quick Find, type “Connected Apps.”
3. Select “Manage Connected Apps.”
4. Search for “BombBomb Video” and select.
5. You will be taken to the BombBomb Video Connected App Details page. Click the “Edit Policies” button. 
6. Under the OAuth Policies section, look for the "Permitted Users" dropdown and ensure "Admin approved users are pre-authorized" is selected, and then click the Save button.
7. You'll be taken back to the Connected App Detail page. Scroll down to the "Profiles" section and click "Manage Profiles."
8. Select the profiles you would like to give access to the BombBomb video component. Once done, click "Back to Connected App Detail."
9. Scroll down to the "Custom Settings" section and click "BB Settings."
10. Click "Manage" and then "Edit" to change the app's settings.
11. If you do not want Tasks created, uncheck "Create Tasks for BombBomb Events." If you only want to create Tasks, check "Delete BB Events." If you want both, check "Create Tasks for BB Events" and uncheck "Delete BB Events." If you don't want to use the provided defaults, you can set your Default Task Priority and Status.
12. Once finished, click "Save."
Configuring permissions
1. In the Quick Find, type "Permission Sets."
2. Search for "BombBomb User" and select.
3. Click "Manage Assignments."
4. Check the box next to each user you want to grant BombBomb access to and click "Add Assignments."
Adding BombBomb Video to a Contact Record
1. Click the "Setup" gearwheel icon.
2. Click "Object Manager."
3. Select "Contact." 
4. Click on "Lightning Record Pages."
5. Select the Record Page you'd like to add the component to.
6. Click "Edit" and "View" to open the Lightning App Builder.
7. Under the components menu on the left, scroll down to the "Custom-Managed" section.
8. Search for "BombBomb Video Composer."
9. Click and drag the BombBomb Video Composer to the desired location and click "Save."
Adding BombBomb Video to a Lead Object
1. Click the “Setup” gearwheel icon (service setup).
2. Click "Object Manager."
3. Select “Lead Object” (case object).
4. Click on "Lightning Record Pages."
5. Select the Record Page you’d like to add the component to.
6. Click "Edit" and "View" to open the Lightning App Builder.
7. Under the components menu on the left, go to the "Custom-Managed" section and search for "BombBomb Video Composer."
8. Click and drag the BombBomb Video Composer to the desired location.
9. Once finished, click "Save."
A user will be prompted to log into their BombBomb account when they click “Record” or “Templates” to send a video their very first time. If they have already logged into their BombBomb account via the BombBomb webapp, this step is not required.
Adding BombBomb Video to a Case Object in Service Cloud
1. Click the "Service Setup" gearwheel icon.
2. Click "Object Manager."
3. Select "Case Object."
4. Click on "Lightning Record Pages."
5. Select the Record Page you’d like to add the component to.
6. Click "Edit" and "View" to open the Lightning App Builder.
7. Under the components menu on the left, go to the "Custom-Managed" section.
8. Search for "BombBomb Video Composer."
9. Click and drag the BombBomb Video Composer to the desired location.
10. Once finished, click "Save."
Setting up list view sending on the Contact Record
1. Go to the Setup page and click “Object Manager,” and then select “Contact.”
2. Select “Buttons, Links, and Actions” in the menu on the left.
3. Click “New Button or Link” in the upper right corner.
4. Set the following:
- Label: Send Video to List
- Description: Send a video to all selected contacts from the list view
- Display Type: List Button (ensure that Display Checkboxes is checked)
- Behavior: Display in existing window with sidebar
- Content Source: Visualforce Page
- Content: BombBombListView [bbvideo_BombbombListView]
5. Click "Save."
6. In the menu on the left, click "Search Layouts for Salesforce Classic."
7. Select the layout you want to edit by clicking the dropdown next to the view and click "Edit."
8. On the Contacts List View Page, look for the Custom Buttons section.
9. Select your newly created button from the list of available buttons.
10. Click "Add Button" to have it appear on the Selected Buttons side.
11. Click the "Save" button.
Setting up automated sending
1. Create a Process using the Process Builder with the Contact or Lead Object and any criteria you need.
2. Under "Immediate Actions":
- Click "Add Action."
- Select "Apex" from the "Action Type" dropdown.
- Set a name for the action.
- Type "Send a BombBomb email" in the Apex Class lookup.
3. In the "Set Apex Variables" section:
- For Recipient Email Address, select or type "Field Reference."
- Set the value as the email field for the contact record.
- If you’re using a standard field, it will be called "[Contact].Email" or "[Lead].Email."
4. For the BombBomb email message id, select "Type String."
5. To find the BombBomb email ID, log into BombBomb and go to the Emails tab.
6. Click the Share icon next to the email you want.
7. Click the Email ID at the bottom of the pop-up to copy the ID to your clipboard.
8. Paste the Email ID into the String field for BombBomb email message ID.
9. To find your API Key, in your BombBomb account, hover over your name in the top right corner and click "Integrations."
10. Click the "Copy" button to copy the API Key in the upper right corner.
11. Paste the key into the API key field within the Process Builder.
12. Click the "Save" button. Add any other actions you need, and once you're finished you can activate the process and you're ready to begin using automated sending.
Using the app
Once you have your integration all set up, your team members can quickly access it anytime by clicking the nine dots in the top left of your screen, searching for, and selecting "BombBomb Video."
On the BombBomb welcome page, they can download our Getting Started guide, or access it here to learn how to use the integration.
Comments
4 comments
I have completed every single step that is listed but am still unable to record video from Salesforce.
Hi Sean!
Thank you for reaching out and for your post. I have a couple suggestions for you:
1. If you have a Salesforce admin, they will most likely need to assist you with this process. If you are the admin and you have a single user Salesforce account, then
2. Send us a message at support@bombbomb.com so that our team can walk through the steps with you.
We are available until 5:00pm MST today and would be happy to help.
Thank you!
I feel silly even asking this but, where is the "installation link?
Hi John!
Thank you for reaching out, and I apologize for our delayed response!
Here is the link where you can access the installation package: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMdJCUA1
Please let us know if you have any other questions, and we would be happy to help!
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