Installing and Configuring the Veelo App in Salesforce Lightning

This article shows you how to install and configure Veelo in Salesforce Lightning. For instructions on how to install and configure Veelo in Salesforce Classic, please see Installing and Configuring the Veelo App in Salesforce Classic. The procedures on this page are identical for both your sandbox (if you have one) and your production instances. Please ensure you have administrative privileges in both Veelo and Salesforce.

 

The Veelo app for Salesforce, available in the Salesforce AppExchange, provides your salespeople with content, coaching, and more directly on the Opportunity, Contact, Account, or Lead page. Benefits include:

• Improved sales effectiveness, with intelligent recommendations of the most relevant content for the deal at hand
• Time savings with the ability to share collateral with prospects and customers right within Salesforce
• More effective follow-up with instant notifications right in Salesforce when shared content is opened or downloaded
• Manager visibility into seller activity, with automatic logging of all share and content usage activities

 

Article Overview

Installing Veelo for Salesforce

 

Configuring Veelo

 

Linking Your Salesforce Account to Veelo

 

Adding the Veelo Sales Portal Tab

 

Adding Veelo to a Salesforce Page

 

FAQs

Installing Veelo for Salesforce

1. Find Veelo for Salesforce on the AppExchange here.
   
   
2. Click the Get It Now button, and choose where you would like to install the app.
   NOTE: If you install Veelo in a sandbox, please be aware that you will need to re-do the settings when you install Veelo in your production instance. Accept the terms and conditions, and click on Confirm and Install.
   
   
3. Login with your Salesforce credentials and select Install for All Users.NOTE: It may take a few minutes for the installation to complete. In that case, Salesforce will send you an e-mail once the installation is done.
   
   

Configuring Veelo

1. Once the Veelo app is installed, you'll be taken to the Installed Packages Screen. Go to the Quick Find/Search area and search for Connected Apps. Click on the Manage Connected Apps link.
   
   
2. Scroll until you get to the Veelo app, and click on the Edit link.
   
   
3. In the OAuth Policies section, click on the Permitted Users dropdown. Select Admin approved users are pre-authorized and click Save when done.
   
   
4. You'll be taken back to the Connected Apps screen. Click on the Veelo link.
   
   
5. In the Profiles section, click on the Manage Profiles button.
   
   
6. Select all the user profiles that should have access to Veelo.
   
   
7. NOTE: If this is the first time you're installing the Veelo Salesforce integration, you probably want to provide access to a limited number of user profiles, such as system administrators, to help test the tool. Once you're ready to roll out Veelo to your entire team, come back to this step to enable it for more user profiles.

Linking Your Salesforce Account to Veelo

1. Go to the All Tabs page by clicking on the + symbol on the far right of your Salesforce tabs.
   
   
2. Click on Veelo. You'll see a login screen. Enter your credentials and click on Link Accounts to link your Salesforce account to Veelo.
   
   
3. You should now see the Veelo home screen. Refresh your browser if you don't see it. Depending on the stage of your Veelo implementation, you may not see any content yet. 

Adding the Veelo Sales Portal Tab

This section shows you how to add the Veelo Sales Portal tab.

1. Go to the Personalize Your Nav Bar button on the far right of your Salesforce tabs.
2. Click on the Add More Items button.
   
   
3. Search for and select Veelo, then click on the Add 1 Nav Item button.
   
   
4. Once you've added the Veelo web tab to your Nav Bar list, you can personalize the order of your items.
   
   
5. You will now see the Veelo Sales Portal Tab in your Salesforce Nav Bar.
   
   

 

Adding Veelo Best Bets to a Salesforce Object

One of Veelo's most powerful features is its ability to recommend relevant content to salespeople right on the Opportunity, Contact, Account, or Lead record. This example shows you how to add the Veelo iframe to the Opportunity layout, but you can use the same process to add it to Contacts, Accounts or Leads.

1. Go to Setup, and enter Object Manager in the Quick Find box. Click on Object Manager, then on Opportunity.
   
   
2. Click on Page Layouts, then on Opportunity Layout.
   
   
3. In the layout area in the top left section, select  Visual force Pages. Click and drag the Section block to the area where you'd like to place the Veelo iframe.
   
   
4. Click on the wrench to edit the properties for the section. Fill in the name for the section (Veelo works, but you can of course customize it to your needs). Select 1-Column and click OK.
   
   
5. Click and drag the Veelo_Opportunity block into the Veelo section you've just created, then click on the wrench in the top right corner to edit its settings.
   
   
6. Change the height to 370 pixels, and leave the Show Scrollbars and Show Label options unchecked. Click OK.
   
   
7. Click Save on the upper left corner to save your changes.
   
   

You've now added the Veelo iframe to Opportunities! Repeat the process in this section to add Veelo to other Salesforce pages.

FAQs

Do I need multiple Veelo tenants to connect to my Salesforce sandbox(es) as well as to my production instance?

No. Veelo supports connecting to multiple SFDC environments, such as production and a sandbox, to a single Veelo tenant. For example, if a Salesforce admin wishes to test out different layouts or Veelo's relevance in their sandbox environment, they can connect a user in the sandbox environment to Veelo, and see the user's content in the sandbox. User activity within the Salesforce sandbox will be recorded back into the sandbox. Content access for sandbox vs. production users can be controlled using Veelo Circles.

 

How does Salesforce user provisioning work for multiple connections?

At your request, Veelo's Customer Success team can mark one of the connected Salesforce organizations as the primary provisioning organization, after which Veelo will look in that Salesforce org for users that should be provisioned. When you need to switch user provisioning to a different instance, e.g., from a sandbox to production, Customer Success can change it at your request. You can contact your Customer Success Manager directly, or email support@veeloinc.com.