How to Connect Salesforce to Vieu

This setup helps you connect Salesforce to Vieu safely and correctly so your teams can start using relationship intelligence inside CRM without breaking existing workflows.

It’s typically handled by someone who manages Salesforce or owns CRM integrations, and it only needs to be done once.

Before you start

Make sure you have:

• Salesforce admin access
• An understanding of your contact and account fields

Engineering support is not necesserily required for this.

 

Step 1: Start the Salesforce connection in Vieu

1. Log in to Vieu
2. Go to Settings
3. Click Integrations
4. On the Integrations page, you’ll see the Salesforce card. Choose to connect either  Connect Production or Connect Sandbox and continue.

Step 2: Authorize Salesforce (OAuth)

You’ll now be redirected to Salesforce to complete authentication.

You’ll be asked to:

• Log in using Salesforce admin credentials

• Approve access for Vieu

This uses standard Salesforce OAuth.

Step 3: Install the Vieu Salesforce package

After OAuth is complete, you’ll see a prompt to install the Vieu Salesforce package.

This step is required. The package enables:

• Vieu widgets inside Salesforce

• Tracking conn & intros inside salesforce

If you are a Salesforce admin:

• Click Install Package Now

• Continue with the installation and configuration

Step 5: Add Vieu widgets to Account and Contact pages 

Once the package is installed, the final step is placing the Vieu widgets in Salesforce.

Add the widget to Account pages and to Contact pages

In Salesforce:

1. Go to Accounts and open any account

2. Click on Edit Page

3. In Components, find Account Connections (Vieu)

4. Drag and drop it onto the page layout

5. Save the page

Add the widget to Contact pages

Repeat the same steps as above.
In Components, find Contact Connections (Vieu) and drag it onto the Contact page layout. Save the page.

and You’re are done with package installation  🎉

After the Salesforce package is installed, a RevOps owner or Salesforce Admin must review and approve the sync configuration. This is a required one-time step.

Step 6: Review or customize field mapping

Field mapping tells Vieu how to correctly identify and update records in Salesforce.

Salesforce setups vary across organizations. Account names, contact identifiers, and user fields may be customized, renamed, or structured differently.

You can either use default field mapping to get started quickly Or customize mapping for contacts, accounts, and users. Here's how :

• In Vieu, go to Settings → Integrations → Salesforce → Sync Configuration

• Review Account, Contact, and User mapping, then click Save and Next to approve each section

Once connected, Salesforce will appear as active in Vieu. AEs can immediately start exporting connections and tracking introductions.

To understand how AEs can use this setup, check out How AEs Use Salesforce with Vieu.

Need help?

If you run into issues during setup or want help with field mapping, reach out to us at valet@vieu.com.