Webdam Connector for Salesforce

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The Webdam Connector for Salesforce allows you to link assets from your DAM to Accounts, Contacts or Opportunities in your Salesforce org. It’s a simple, useful way to keep all of your important information aligned while retaining any metadata you need.

Customers using the connector can:

  • Access assets from their DAM without leaving the Salesforce environment.
  • Use embedded and custom metadata for any linked or downloaded asset in Salesforce.
  • Offer leadership and management teams up-to-date metrics on how assets are utilized, providing insights into ROI.

Please contact your customer success manager (CSM) for more information about the purchase and installation of this connector.

Install Webdam Connector for Salesforce:

A Salesforce login with administrative rights is required to install the connector in your org.

  • Click the package from Webdam to begin, then select the profiles you want to have access in the app.

 

  • Grant access to the Webdam API.
  • Click the check boxes under SSL Encrypted  next to the websites you you want to allow to send or receive data.
  • Check the box next to “Yes, grant access to these third-party websites” and then click Continue.

Post installation steps:

  • Remove settings for non-admin users. It is advisable that access to the Webdam Settings tab be removed for all profiles except system admins or any profile that should have permission to change settings for the flow of data between systems.

  • Add API settings. Webdam will have provided you with a client ID and API password that will need to be entered in Salesforce.
    • Here’s the path: Navigate to Setup -> Develop -> Custom Metadata Types.

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  • Click on the Manage Records link for the settings titled Webdam Credentials.

  • Click Edit next to the Webdam label.

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  • Enter your Webdam Client ID and API password, then click Save. Make sure no other fields are changed unless specifically mentioned by a Webdam Support person.

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  • Add the Link Webdam Assets button to the appropriate layouts of the Opportunity, Contact and Account objects where you’d like users to link Webdam assets.

  • Add files from Related Lists to the desired layouts. Assets are linked using the Salesforce file object. It needs to be enabled and available on the related object layouts for users to be able to access the same.

 

  • Assign Layout to Profiles. To view the Webdam metadata fields on the file detail page, assign the Webdam file layout for the Content Version object to the profiles that have access to the app. Go to Salesforce Files -> Page Layout -> Page Layout Assignment - > then select profiles to assign the layout to. Next, choose the Webdam Files Layout from the dropdown.

  • Enable Salesforce CRM Content (Salesforce Classic only). The Connector uses Salesforce files. In Salesforce Classic, Salesforce CRM Content needs to be enabled for all the users. This can be done by navigating to each user record and enabling it for them, or ideally, from the CRM Content settings as follows:

    • In Setup, search for CRM Content and click on the Salesforce CRM Content link.

  • Click the Edit button, and select the Autoassign feature licenses to existing and new users and Show Salesforce Files in Salesforce CRM Content options and click Save.

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Once the app is installed, the Webdam app will appear in the App Launcher in Salesforce Lightning Experience, or the app menu in Salesforce Classic for users with access to the same.

Webdam App - Salesforce Classic View

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Webdam App - Lightning View

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