Idomoo App for Salesforce Installation Instruction

Overview

Idomoo's App for Salesforce lets you map Idomoo storyboard parameters to Salesforce data, then, using Salesforce Campaigns, render videos and thumbnails for Campaign Members.

This guide explains how to install the App on your Salesforce org.

Install Idomoo

Installing Idomoo for Salesforce is straightforward. You simply install the app from the AppExchange as you would any app. Follow these steps:

1. Start by following the link below to the Idomoo for Salesforce AppExchange page:
   https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G9uvAUAR
2. Click the Get It Now button on the right of the page.
   
3. After making sure you are logged in, choose if to install in your production org or in a sandbox.
   
4. Confirm installation by ticking you agree to the terms and conditions, and clicking Confirm and Install.
   
5. Choose what type of user to install Idomoo for Salesforce for. We recommend all users, but that depends on the use case.
   
6. Tick the checkbox to acknowledge you are installing a non-Salesforce application, and click Install.
7. To approve Third-Party Access to Idomoo's APIs, tick the checkbox, and click Continue.
   
8. Salesforce is now installing Idomoo on your selected org. Sit back and let Salesforce do its thing until you see the Installation Complete message.
   
   
9. Click Done.

Installation is now complete and you should now move to configuring the app. Keep reading.

Settings Configuration

Once installation is completed successfully let's move on to configure and enable the app. First, let's connect your Idomoo account with your Salesforce org.

Add an Idomoo Account

Configuring the Idomoo account allows your Salesforce org to send API calls to Idomoo in your name. You can have several Idomoo accounts and set up different accounts to use in Idomoo's Salesforce app. Just repeat the instructions as many times as you need.

You need two pieces of information from your Idomoo account for this: Account ID and API Token. If you don't yet have an Idomoo account, open one at pv.idomoo.com.

Here's how to find the necessary account information:

1. Login to Idomoo's Storybuilding Suite at pv.idomoo.com using your email address and password.
2. To find the Account ID click your name or account icon at the top right of the interface.
3. Find the Account ID to the right of your name, in brackets.
   
4. You can find the API Secret Key by clicking the top-right account menu (the one showing your login name), then clicking Settings.
5. Click the API Settings on the left menu.
6. Your API Secret Key is available to copy on this page.
   

Now to set up the Idomoo account in Idomoo's app for Salesforce.

1. In the App Launcher, (Both Lightning Experience and Classic) type Idomoo. Once it appears select it by clicking.
   
2. Once the app loads, navigate to the Idomoo Accounts page, if you're not already there.
3. Click the button: New Idomoo Account.
   
4. In the page that loads give your account a name. For example: My Account, Sales, Marketing, Client 1, Client 2, and so on, according to your needs.
5. Paste in your Idomoo Account ID and Idomoo Authentication Token that you copied from Idomoo's Storybuilding Suite.
   
6. Click Save.

Your Idomoo account (or accounts) is now set up and saved, and your users will be able to make use of it.

Page Layout Settings

Idomoo's app for Salesforce makes use of the Campaign and Campaign Member objects, and their page layouts need to be updated. Here's how.

Campaign

In the Campaign object a new button needs to be added as well as a new section with several fields in the details page. Follow these instructions:

1. Using the top right cog menu, click Setup > Object Manager, the find and click on Campaign.
2. Click Page Layouts, then choose a layout to edit.
3. First, to add the button, click Mobile & Lightning Actions.
4. Drag to add the button "Generate Personal Videos" to the Salesforce Mobile and Lightning Experience Actions section.
   
5. The Salesforce Mobile and Lightning Experience section might be locked so you can't drag a button onto this section. If that's the case you'll see the following text:
   
   Click the blue text "override the predefined actions" to unlock the section and then drag the button to the section.
6. Now, from the Fields menu drag a new section to the Campaign Detail part of the page:
   
7. In the Section Properties panel that opens fill in the name: Idomoo PV Project, the layout you prefer, and click OK.
   
   This section holds all the Idomoo information that follows in the next step.
8. Again from the Fields menu, drag to add the following fields to the new section you just created, in this order:
   • Idomoo PV Project
   • Statistics ID
   • Total Records
   • Successful Requests
   • Failed Requests
   • Total Requests
     
9. Click Save or Save As according to your needs.
10. Looking at the interface the button should look like this:
    

And the new section and fields should look like this:

The Campaigns page layout is now ready. Repeat these steps for any layouts you'd like to have Idomoo's button and fields in.

Campaign Member

In the Campaign Member object a new section needs to be added as well as several fields. Follow these instructions:

1. Using the top right cog menu, click Setup > Object Manager, the find and click on Campaign Member.
2. Click Page Layouts, then choose a layout to edit.
3. From the Fields menu drag a new Section to the Campaign Member Detail area.
   
4. In the Section Properties panel that opens fill in the name: Idomoo Video, the layout you prefer, and click OK.
   
   This section holds all the Idomoo video generation data for each campaign member.
5. Again from the Fields menu, drag to add the following fields to the new section you just created, in this order:
   • Idomoo PV Project
   • PV Video URL
   • PV Thumbnail URL
   • Landing Page URL
   • Error Category
   • Error Message
   • PV Request Id
   • API Call Status

6. 

7. Click Save or Save As according to your needs.
8. Once finished the result looks like this:
   

The Campaigns Member page layout is now ready. Repeat these steps for any layouts you'd like to have Idomoo's fields in.

Assign Permission Sets

Idomoo includes the Idomoo User permission set with the installed package. Assign this to your users by following these steps:

1. Using the cog menu at the top right of the Salesforce interface click Setup.
2. Then using the search field on the left find Permission Sets and click to enter.
3. Click Idomoo User to enter the settings for this permission set.
4. Use Manage Assignments to assign this permission set.
   
5. Click Add Assignments and select the Idomoo users that will be creating PV projects and generating videos for Campaign Members.

Now with permissions set, your users are ready to start creating PV projects and rendering videos for campaign members. That's all folks!