Integrating Video Cloud with Salesforce

Product(s)
Video Cloud
Role(s)
Studio User
Topic(s)
Audience/Marketing Automation

This topic explains how to configure the Audience module for use with Salesforce.

 

The Audience module allows Video Cloud to synchronize viewing data from Brightcove Players to Salesforce. Once in Salesforce, this data can be used for campaign logic, reports and personalizing communications. The Audience module integration with Salesforce consists of two main components:

  • A Brightcove Player plug-in to enable tracking of video views data
  • A synchronization process to send tracking data from Video Cloud to Salesforce

Requirements

To use the Audience module with Salesforce, you must:

  • Have a Professional or Enterprise Video Cloud account
  • Have a Salesforce account, Salesforce sandbox accounts are not supported
  • Have the Audience module enabled for your account by submitting the required information in the initial splash screen that appears when you open the Audience module
  • Click through the service agreement the first time you use the module
  • Have a Salesforce.com account with the API Enabled permission and belong to a role which allows you to read and write to the Salesforce object they choose to send viewing data to
  • Use the Advanced Embed (in-page) publishing code when publishing your player; Standard Embed (iframe) publishing code will not work as the plugin will be running inside of an iframe and therefore will be unable to access the parent page URL parameters

Features

Some of the key features of the Video Cloud - Salesforce integration are:

  • Data format - Video cloud viewing data is mapped to a Salesforce object
  • Data transfer - Viewing data is sent from Video Cloud to Salesforce every hour
  • Lead forms - Create Salesforce forms that will appear automatically as viewers watch videos. For information, see Creating Custom Lead Forms for Salesforce.

Setting up the connection

Follow these steps to setup the connection between Video Cloud and Salesforce.

  1. Open the Audience module and click Data Connections in the left navigation.
  2. Click Add New Connection.
  3. Select Salesforce as the integration.

    Note: The integrations that are available are based upon your Video Cloud subscription.

  4. (Optional) Enter a Connection Name.
    select salesforce
  5. Click Connect.
  6. Click Connect to Salesforce.
    connect to salesforce
  7. On the login screen that appears, enter your Salesforce Username and Password. Click Log In.
    Salesforce login
  8. If the login is successful, you will prompted to install the Brightcove Video Connect for Salesforce app. Click Allow.

The Video Cloud connection to Salesforce is now set up and ready to use.

Configuring the integration

Once the Video Cloud to Salesforce connection has been made, you can configure the integration. Click Salesforce User Info to see information about the account that was used when setting up the integration.

connected options
  1. By default, the Connection Status will be Enabled. The Connection Status determines if Video Cloud video engagement data is sent to Salesforce.
    • Enabled - Data is collected and will be sent to Salesforce
    • Disabled - No data is collected (integration is disabled)
  2. Select a data retention policy. The data retention policy determines how long the viewing data and lead form data (if using an Audience lead form) will be retained in your Video Cloud account. Retaining data in Video Cloud allows you to recover from interrupted synchronizations. Also, Audience will continue to retry events that fail to sync (usually because the viewer isn't a known contact at the time they viewed a video) until the event ages past the data retention period. You should adjust the retention settings according to your privacy policy - it is not required to retain any user data in Video Cloud.
    data retention options

Configuring data mapping

Data mapping determines how video data is mapped to fields in a Salesforce object. By default, the integration will be configured using Simple mapping which maps some video data to the Task object in Salesforce.

Follow these steps to customize the data mapping.

  1. Click the Mappings link.
  2. For the Mapping Type, select Advanced.
  3. In the Salesforce Object dropdown list, select an object to map the video data to.
  4. Map the appropriate View Field to Salesforce fields.
  5. Click Save to save the changes.

To remove the integration with Salesforce, click Disconnect. The Audience module supports multiple connections to marketing platforms. Click Add New Connection to configure additional integrations.

Creating an Audience-enabled player

Video engagement data will only be sent to Salesforce when you are using an Audience-enabled video player. For information on creating an Audience-enabled Brightcove Player, see Creating an Audience-enabled Player.

Passing a tracking ID

The Audience module supports the ability to pass a tracking ID (bctrackingid) value to Salesforce. The Tracking ID might be used to track a campaign ID for example. The bctrackingid can be appended to the URL that displays the Audience-enabled player. For example:

  http://www.myurl.com/video.html?bctrackingid=12345
  

Audience will then pass that value along to Salesforce as another field that is synced.

Identifying viewers

For viewer tracking to occur, the user id should be passed as a URL parameter on the page that is displaying the video. Two URL parameters are supported:

  • bcemail - To pass the viewer's email address
  • bcsfid - To pass the viewer's Salesforce ID

In this scenario, video landing pages would be generated with a URL that’s been uniquely generated for tracking purposes. The Audience module will then use the URL parameter to look up the user server-side and sync viewing data.

In order for the player/plugin to read the URL parameters, the Advanced Embed (in-page) publishing code should be used. The Standard Embed (iframe) publishing code will not work as the plugin will be running inside of an iframe and therefore is unable to access the parent page URL which has the parameter.

Viewing video data in Salesforce

As videos are viewed in Audience-enabled players, video viewing data will be synced to Salesforce. If the Simple data mapping option was selected, video view data will appear as a Task entry inside Salesforce. If the Advanced data mapping option was used, viewing data will appear as part of the Salesforce object that was selecting when the mapping was configured. In the following example, Simple data mapping was used. Viewing data appears as part of the contact's Activity History. The Subject will display BC Video View along with the video name and percent watched.

task record

Clicking the Task will display additional information in the Comments field.

task detail