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Integrate Zeda.io with Salesforce
Integrate Zeda.io with Salesforce
Riya Handique avatar
Written by Riya Handique
Updated over a week ago

In this guide, we will walk you through the process of integrating Zeda.io with Salesforce. This integration will allow you to import Accounts and Opportunities from Salesforce into your Zeda.io workspace and enable your business team to create feature requests directly from Salesforce.

📌 Before you begin, make sure you have the necessary permissions and access to both your Zeda.io workspace and your Salesforce account.

Step 1: Connect Zeda.io to Salesforce

  1. Go to your Zeda.io workspace settings -> Integration -> Salesforce.

  2. Configure the integration by connecting to Salesforce.

  3. For importing records from Salesforce, you can import Account, Contacts, and Opportunities.

  4. You can select which properties you'd want to import from Account and Opportunity.

  5. You can also define which value maps to revenue on Zeda. By default, it will be Total opportunity revenue.

  6. Then you can apply filters to import only the desired accounts and related data.

  7. Once the import is done, the imported accounts will be visible in the Company Module in your Zeda.io workspace.

Step 2: Setup Zeda Feedback Widget on Salesforce

  1. Install widget

  • Click on the following link to install the Zeda feedback widget to your Salesforce account: Zeda Widget Installation

  • Log in to your Salesforce account where you want to enable the Zeda widget.

  • Install the package and select the "Install for all users" option for it to be installed for all users.

  • Once installed successfully, click "Done," and you will be redirected to the Package Manager inside Salesforce Setup.

2. Configure Custom Labels

  • In Salesforce Setup, search for "Custom Labels," and you will see two labels already created. Edit these labels.

  • For ZedaURL use https://app.zeda.io

  • For ZedaAPIKey, update the value with the API Key found in Salesforce Integration page in your Zeda.io workspace.

3. Add Trusted Site

  • In Salesforce Setup, search for "CSP Trusted Sites" and add a new trusted site.

  • Set Trusted Site Name to ZedaIo

  • Set Trusted Site URL to https://app.zeda.io

  • Select all the CSP directives mentioned in the 2nd Section.

  • Save the trusted site.

Step 3: Configure Salesforce Record Pages

  1. In the Salesforce Setup page, navigate to Object Manager.

  2. Click on "Account" → "Lightning Record Page."

  3. From the list, select an Account Record Page and click "Edit."

  4. This will open a Lightning App Builder editor view.

  5. In the left nav bar, search for "Zeda," and under "Custom," you should see the component.

  6. Drag the component from the left nav bar and place it in the middle of the screen.

  7. Click "Save" in the upper right corner of the page.

  8. Click on "Activation." It will open a modal with 3 tabs.

  9. Click on "App Default" → "Assign as an App Default." This will open a list of apps for you to choose from. Select "Sales" and "Sales Console" from the list and click "Next."

  10. It will ask for the form factor, select "Desktop" for all the apps, and click "Next."

  11. Review the settings in the last 3 steps and click "Save."

  12. Finally, click "Save" in the upper right corner of the page.

📌 Repeat similar steps to enable the Zeda feedback widget in the Opportunity Record Page.

Conclusion

Now, users can raise Feature requests on Zeda from the Widget on the Account and Opportunity screen, which will automatically map Customer and its related fields to the request.

💡 If you have any questions or encounter any issues during the setup process, please don't hesitate to reach out to [email protected]

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