Connecting to Salesforce
Brightcove Campaign can be configured to integrate with Salesforce. When the integration is configured, video engagement data for videos published using Brightcove Campaign is synchronized to Salesforce. Once in Salesforce, this data can be used for segmentation, campaign logic, reports, lead scoring, and personalizing communications.
To use the Brightcove Campaign module with Salesforce, you must:
- Have a Salesforce account, Salesforce sandbox accounts are not supported
- 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 you choose to send viewing data to
- If you will be using the Pardot integration, you should complete the steps outlined in the Creating a Custom Salesforce Object for Pardot Integration topic.
Some of the key features of the Brightcove Campaign - Salesforce integration are:
- Data format - Viewing data is mapped to a Salesforce object
- Data transfer - Viewing data is sent from Brightcove Campaign to Salesforce every hour
- Lead forms - Create Salesforce forms that will appear automatically as viewers watch videos. For information, see Creating Lead Forms in Salesforce.
Setting up the connection
Follow these steps to setup the connection between Brightcove Campaign and Salesforce.
- Log in to Brightcove Campaign.
- In the navigation header, click the gear icon () and then MAP Connections. A list of current connections (if any) will appear.
- Click Add New Connection.
- Select Salesforce from the dropdown list and click Connect to Salesforce.
- On the login screen that appears, enter your Salesforce Username and Password. Click Log In.
- If the login is successful, you will prompted to install the Brightcove Video Connect for Salesforce app. Click Allow.
- Verify that you receive a message that the connection was successful. You will be redirected back to Brightcove Campaign.
- (Optional) Enter a Connection Name.
- Select an integration type.
- Select a Mapping Type and configure data mapping.
- Click Save.
- Click the Back to MAP Connections link at the top of the page to return to the MAP Connections page.
Configuring a Pardot integration
Once the Brightcove Campaign to Salesforce connection has been made, you need to configure an integration type. This section covers the steps to use a Pardot integration type.
- Select Pardot for the integration type.
- Enter your Email and Password you use to login to Pardot.
Get the Pardot API key
To get the value for the API Key field, follow these steps.
- Log in to Pardot.
- Click the gear icon () and then Settings.
- Click the My Profile link at the top of the page.
- Copy the value in the API User Key field and paste it into the User Key field.
Get the tracking IDs
To get the value for the Tracking piAld and Tracking piCld fields, follow these steps.
- In the left navigation, click the Marketing icon and then click Campaigns.
- Click on a Campaign Name (or add a campaign if there are no campaigns).
- Click View Tracking Code. The piAId and piCId values will be displayed.
- Copy the values and paste them into their respective fields.
- Click Connect to Pardot.
Typically, when using the Pardot integration type, you will select the Advanced Mapping Type and then map the view fields to the Salesforce custom object you created.
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.
- For the Mapping Type, select Advanced.
- In the Salesforce Object dropdown list, select a Salesforce object to map the video data to. Typically, when using the Pardot integration type, you will map the view fields to the Salesforce custom object you created.
- Map the appropriate View Field to Salesforce fields. The following example shows the video fields being mapped to a custom object.
- Click Save to save the changes.
To remove the integration with Salesforce, click Delete.
Passing a tracking ID
Brightcove Campaign supports the ability to pass a tracking ID value to Salesforce. The tracking ID might be used to track a campaign ID for example. The tracking ID can be appended to the page URL that displays the video or added to the embed code.
- Example: Appended to URL
- Example: Added to player embed code
<video data-video-id="6033402539001" data-account="1486906377" data-player="default" data-embed="default" data-application-id class="video-js" data-bc-trackingid="12345" controls></video> <script src="//players.brightcove.net/1486906377/default_default/index.min.js"></script>
Brightcove Campaign will then pass the value along to Salesforce as another field that is synced.
The process to identify viewers will differ based upon the integration type that was selected when the connection was made.
If your Salesforce connection is configured with a Manual integration type, it's up to you to identify 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. Brightcove Campaign will then use the URL parameter to look up the user server-side and sync viewing data.
If your Salesforce connection is configured with a Pardot integration type, the integration will try to use the Pardot cookie for the viewer. It is also possible to identify the user using their email address. To do this, a bcemail URL parameter with the viewer's email address should be passed on the page that is displaying the video.
Viewing video data in Salesforce
As videos are viewed, 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, Advanced data mapping was used and the video fields were mapped to a custom BC Video View Salesforce object.
Clicking the video name will display detailed information.