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.
Minimum requirements needed to set up Salesforce Lightning with BombBomb:
- 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
Installation
To get started, click this installation link.
- Select the option for “Install for Admins Only”
- Then click “Install” to install the BombBomb Video package
Deploy a Custom Domain
In order to use the BombBomb Lightning components, you must deploy a custom domain for your Salesforce org.
- Click on “Set-up”
- Type “My Domain” in the Quick Find
- Follow the on-screen prompts to deploy a customer domain for your org
This takes approximately 20 minutes and does not interfere with your org’s performance.
Configure the BombBomb Video Component
- Click the “Setup” gearwheel icon
- In the Quick Find, type “Connected Apps”
- Select “Manage Connected Apps”
- Search for “BombBomb Video” and select
- Scroll down to the “Profiles” section
- Click the “Manage Profiles” button
- Select the profiles you would like to give access to the BombBomb Video component
- Once finished, click “Back to Connected App Detail
- Scroll down to the “Custom Settings” section
- Click “BB Settings”
- Click “Manage” and then “Edit” to change the app’s settings
Below are explanations of the app’s settings:
- 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 do not want to use the provided defaults, you can set your Default Task Priority and Status.
- Once finished, click “Save”
Configure Permissions
- In the Quick find, type “Permission Sets”
- Search for “BombBomb User” and select
- Click “Manage Assignments”
- Check the box next to each user you want to grant BombBomb access to
- Click “Add Assignments”
Go back to “Permission Sets”
Click on “BombBomb Admin”
Click “Manage Assignments”
Check the box next to each admin you want to grant access to
Click “Add Assignments”
Adding BombBomb Video to Contact and/or Lead Records
For adding to a Contact Record:
- Click the “Setup” gearwheel icon
- Click “Object Manager”
- Select “Contact”
- Click on “Lightning Record Pages”
- Select the Record Page you’d like to add the component to
- Click “Edit”
- Under the components menu on the left, go to the “Custom-Managed” section
- Search for “BombBomb Video Composer”
- Click and drag the BombBomb Video Composer to the desired location
- Once finished, click “Save”
For adding to a Lead Object:
- Click the “Setup” gearwheel icon
- Click “Object Manager”
- Select “Lead Object”
- Click on “Lightning Record Pages”
- Select the Record Page you’d like to add the component to
- Click “Edit”
- Under the components menu on the left, go to the “Custom-Managed” section
- Search for “BombBomb Video Composer”
- Click and drag the BombBomb Video Composer to the desired location
- 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.
For adding to a Case Object in Service Cloud:
- Click the “Service Setup” gearwheel icon
- Click “Object Manager”
- Select “Case Object”
- Click on “Lightning Record Pages”
- Select the Record Page you’d like to add the component to
- Click “Edit”
- Under the components menu on the left, go to the “Custom-Managed” section
- Search for “BombBomb Video Composer”
- Click and drag the BombBomb Video Composer to the desired location
- Once finished, click “Save”
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. I would suggest giving us a call at 719-259-5105 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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