Vudoo connect is an app that can be integrated within the Vudoo platform and your Salesforce CRM. This integration enables you to create Vudoo/Salesforce forms that use your Salesforce field objects from your Salesforce Leads Object list.
Here’s how you do it:
Start by logging into your Salesforce CRM tool.
At the top right of screen, you will see an icon that looks like a cog, click on that icon and then select “Setup”. In a new browser tab, this will display your setup dashboard.
In the navigation bar to your left, select “App” and then “App Manager”.
In the content window at the top right, select the “New Connected App”.
This is where field labels come in. Field labels are the values that help you in your Salesforce connected add definitions.
Below are are the labels that you will need to fill in;
Connected App Name: Vudoo connect
API Name: Vudoo_connect
Contact Email: firstname.lastname@example.org
Description: Connect Vudoo to your Salesforce CRM instance.
Enable OAuth Settings: checked
Enable for Device Flow: checked
Callback URL: https://vudoo.io/oauth/salesforce
Selected OAuth scopes: add the below permission scopes
- Access and manage your data (api)
- Access your basic information (id, profile, email, address, phone)
- Perform requests on your behalf at any time (refresh_token, offline_access)
- Provide access to your data via the Web (web)
TIP: All other fields are left blank
Once you have finished filling in the fields, select “save” to finalise in your app.
Now that Vudoo is a connected app within your Salesforce CRM, we will need to gather your Salesforce Consumer Key and Consumer Secret to later integrate into Vudoo.
Can’t find your consumer keys? It’s a quick 3 step process.
Firstly, go back to the navigation bar on the left and click on “App” and then “App Manager”.
Select “Vudoo Connect”, click on the down arrow in the right hand side, then click “View”
The Consumer Key will now be available to see. To view the Consumer Secret, there will be a link that is a click to reveal.
TIP: Keep this view open, as we will need it for the next steps.
To integrate Salesforce CRM into your Vudoo Account:
Log in to your Vudoo account.
Click on the dashboard that you’d like to connect your Salesforce CRM to.
Once you’re in your dashboard, click on the drop down arrow next to your name at the top of the screen and then select “Integration”.
TIP: If you can not see this, contact your Vudoo admin to enable this view for you.
In your integrations management screen, you will the Salesforce tab, click on the “Add Integration” in the Salesforce tab.
This is where you enter your Consumer Key and Consumer Secret. Copy and paste these keys and then select “Add Integration”.
Now that this step is completed, you are all finished creating the integration. You will now have the ability to add in a Vudoo Salesforce overlay within your video.