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Salesforce integration

Updated

Short answer

The VideoTestimonials Salesforce integration, on the Business plan, finds the Contact with the customer's email or creates one, writes testimonial data into custom VT_ fields such as VT_Testimonial_Rating__c, and can log a completed Task on the Contact. Connect it in Dashboard → Integrations → Salesforce. The VT_ fields are created in your org when you connect.

Salesforce is where your revenue team already lives. Push testimonials into Salesforce as fields and Activities on the matching Contact, so reps see social proof when they open that Contact.

Salesforce integration is available on the Business plan.

Connect Salesforce

  1. Go to Dashboard → Integrations → Salesforce.
  2. Click Connect Salesforce.
  3. You're redirected to Salesforce's login and OAuth consent screen (login.salesforce.com). Approve the scopes — we need api, refresh_token, and offline_access.
  4. On return you see "Connected" with the org name.

What syncs

When a testimonial syncs (on creation, approval or status change, depending on your sync settings):

  • We look up the Contact by email. If no match, we create one.
  • We write the testimonial data into the Contact's custom VT_ fields and increase VT_Testimonial_Count__c.
  • When Create timeline tasks is on, we create a Task (Activity) on that Contact with:
    • Subject: "Testimonial: (customer name) (text or video)"
    • Body: the testimonial details
    • Status: Completed

Testimonials always sync to Contacts. The Sync to Leads (instead of Contacts) switch on the integration page isn't connected to the sync yet, so turning it on has no effect. Nothing is written to Leads, Accounts or Opportunities, and the connection uses your production org (login.salesforce.com), not a sandbox.

Field mapping

Map VideoTestimonials fields to Salesforce fields on the integration page. The defaults are the VT_ custom fields created on the Contact object when you connect:

  • Rating → VT_Testimonial_Rating__c
  • Video URL → VT_Video_URL__c
  • AI tags → VT_Testimonial_Tags__c

Permissions

The connecting user needs edit access on Contacts and Tasks, plus permission to create custom fields so the VT_ fields can be added. If you see "Insufficient privileges" errors in the sync log, an admin needs to adjust the integration user's profile.

Disconnect

Click Disconnect on the Salesforce integration page. Existing Activities stay in Salesforce — only the ongoing sync stops.

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Walls of Love — public testimonial pages

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Build a widget in Dashboard → Studio → Widgets, open the Code tab, copy the HTML snippet and paste it where the testimonials should appear on your site.

Create social images in Image Studio

Make a testimonial image in Dashboard → Studio → Images: click Create Image, pick a testimonial and one of 52 templates, then export PNG or JPEG.

Add testimonials to a Shopify product page

Copy a widget's embed code, then in Shopify open Online Store → Edit theme → Products, add a Custom Liquid section to the product template and paste it.