Salesforce Integration

Post installation instructions Continue to Support Desk arrow_forward

Thank you for installing VEEDEEO for Salesforce!

Please follow the instructions below to complete your installation.

These post-installation configurations should be performed by a qualified Salesforce System Admin.
If you have any questions or need help with the installation, please contact VEEDEEO Support at http://support.veedeeo.me

Intro

VEEDEEO for Salesforce enables you to integrate your Salesforce CRM with VEEDEEO Video Collaboration Platform to easily create and join video meetings from Salesforce. In order to allow both systems to communicate and for your users to use this integration, there are a few configuration you need to complete in your Salesforce instance, namely:

[1] Add the VEEDEEO API as secure remote site

Path:
arrow_forward Setup arrow_forward Administer arrow_forward Security Controls arrow_forward Remote Site Settings

Configuration Step Picture
Go to: Setup > Administer > Security Controls > Remote Site Settings

Tip: you can search for "remote site settings" on the Setup quick find box
Add a new Remote Site:

Remote Site Name: VEEDEEO_API
Remote Site URL: https://veedeeo.secure.force.com
Active = true

[2] Add the VEEDEEO API Return class to your public Salesforce Site

Path:
arrow_forward Setup arrow_forward Build arrow_forward Develop arrow_forward Sites

Note: if you don't have a Public Site in your Salesforce instance, you need to create a new one.

Configuration Step Picture
Go to Setup > Build > Develop > Sites

Tip: you can search"sites" on the Setup quick find box
In your site details page, take note of your site's secure public URL (https://)
This information is available in the "Custom URLs" section
In your site details page, access the "Public Access Settings"
In your site public access profile, edit the "Enabled Apex Class Access"
Add the class vdo4sf.veedeeoReturnREST to the list of Enabled Apex Classes

[3] Add the VEEDEEO API Return address to the VEEDEEO Custom Setting

Path:
arrow_forward Setup arrow_forward Build arrow_forward Develop arrow_forward Custom Settings

Configuration Step Picture
Go to Setup > Build > Develop > Custom Settings

Tip: you can search"custom settings" on the Setup quick find box
In the Custom Setting named "VEEDEEO Org Settings", choose "Manage"
Create a new entry:

Name = INTEGRATION_CALLBACK_URL
Value = [your website secure public URL]/services/apexrest/vdo4sf/veedeeoReturnREST

[4] Customize your Event page layout with the required VEEDEEO fields

Path:
arrow_forward Setup arrow_forward Customize arrow_forward Activities arrow_forward Event Page Layout

Configuration Step Picture
Go to Setup > Customize > Activities > Event Page Layout

Tip: you can search"event page" on the Setup quick find box
Edit the page Layout(s) to include the required VEEDEEO fields

Fields to include:
- Create VEEDEEO meeting
- VEEDEEO meeting
- VEEDEEO meeting status*
- VEEDEEO Recording URL*

*These fields should be set as read only.

[5] Request the activation of the VEEDEEO integration

To activate the VEEDEEO for Salesforce integration, you need to open a Support Request with the VEEDEEO Support Team and send your Salesforce Org ID.

Configuration Step Picture
Go to Setup > Administer > Company Profile > Company Information

Tip: you can search"company information" on the Setup quick find box
Take note of your "Salesforce.com Organization ID"
Go to http://support.veedeeo.me and open a Support Ticket requesting the activation.

[6] (Optional) Customize your Home Page Layout

With this configuration, your users will have a quick link to access their VEEDEEO Meetings Timeline from the Salesforce left menu bar:

Configuration Step Picture
Go to Setup > Build > Customize > Home > Home Page Layouts

Tip: you can search"home page layouts" on the Setup quick find box
Edit the Home Page Layout
In the "Select Narrow Components to Show" section, select the "VEEDEEO Left Bar" component and click "Next"
Select the position of the VEEDEEO Left Bar in the Narrow (Left) Column

Need help?

If you need help with the VEEDEEO for Salesforce App our have suggestions for improvement, please contact our support team.