Unlock Enhanced Learning: How to Embed Video in Salesforce Knowledge

In today’s digital age, video content has become an indispensable tool for businesses seeking to engage their audience and deliver impactful information. For Salesforce users, incorporating video into Knowledge articles can transform the way you share information and support your customers. But how to embed video in Salesforce Knowledge might seem like a daunting task. This blog post will guide you through the process, empowering you to leverage the power of video in your knowledge base.

The Benefits of Embedding Video in Salesforce Knowledge

Before we dive into the technical aspects, let’s explore the compelling reasons why you should consider integrating video into your Salesforce Knowledge base:

• Enhanced Engagement: Videos are inherently more engaging than plain text. They capture attention, hold viewers’ interest, and make information more memorable.
• Improved Comprehension: Visual explanations and demonstrations make complex concepts easier to understand. Customers can grasp information quickly and efficiently, reducing frustration and support inquiries.
• Increased Knowledge Accessibility: Video content can cater to diverse learning styles. Some individuals prefer visual aids, while others benefit from auditory cues. Video offers flexibility and accommodates different learning preferences.
• Streamlined Support: By providing video tutorials and FAQs, you can empower customers to self-serve, reducing the burden on your support team and freeing up their time for more complex issues.
• Boosted Brand Image: High-quality video content reflects professionalism and commitment to delivering a positive customer experience. It enhances brand perception and builds trust.

Understanding the Options: Video Hosting Platforms

The first step is to choose the video hosting platform that best suits your needs. Popular options include:

• YouTube: A widely recognized platform with robust features, including analytics and embed options.
• Vimeo: Known for its high-quality video hosting and professional aesthetics.
• Salesforce Content Delivery Network (CDN): Offers secure storage and efficient delivery of video content within the Salesforce platform.

The choice depends on factors like your existing infrastructure, security requirements, and desired level of control over video content.

Embedding Videos from External Platforms

Let’s start with the most straightforward approach: embedding videos from external platforms like YouTube or Vimeo.

1. Locate the Share Link: Open the video on YouTube or Vimeo and locate the “Share” button.
2. Copy the Embed Code: Click the “Embed” option and copy the provided HTML code.
3. Navigate to Your Salesforce Knowledge Article: Open the Knowledge article where you want to embed the video.
4. Paste the Embed Code: In the rich text editor, paste the copied embed code.
5. Save the Article: Save the article, and the video should appear within the Knowledge content.

Embedding Videos from Salesforce CDN

For greater control and security, consider hosting your videos on Salesforce CDN.

1. Upload Your Video: Go to the Salesforce Files tab and upload your video file.
2. Generate a Video Player: Use the Salesforce Video Player component to create a player for your uploaded video.
3. Embed the Video Player: Copy the embed code generated for the Video Player component and paste it into your Knowledge article.
4. Save the Article: Save the article, and the embedded video player will display your video content.

Optimizing Video Embedding for a Seamless Experience

Once you’ve embedded your video, consider these tips for optimizing the viewing experience:

• Choose the Right Size: Select a video size that fits comfortably within your Knowledge article. Avoid oversized videos that disrupt the layout.
• Provide Clear Captions: Add captions to your video to make it accessible to all viewers, including those with hearing impairments.
• Include a Call to Action: Encourage viewers to take the next step, whether it’s visiting a website, contacting support, or exploring related resources.
• Monitor Video Performance: Use video analytics to track view counts, completion rates, and engagement metrics. This data helps you understand how your video content is performing and identify areas for improvement.

Beyond the Basics: Adding Visual Appeal and Interactivity

To enhance the impact of your video content, explore these advanced techniques:

• Use Thumbnails: Customize the video thumbnail to grab attention and provide a visual preview of the content.
• Add Interactive Elements: Consider using video annotations, pop-up menus, or clickable hotspots to provide additional information or guide viewers through key points.
• Integrate with Knowledge Articles: Create a seamless experience by linking your video to related Knowledge articles, allowing viewers to access further details.

Reaching Your Audience: Sharing Your Video Content

Once you’ve created engaging video content, it’s time to share it with your audience.

• Promote Your Videos: Use social media, email marketing, and internal communication channels to announce the availability of your video resources.
• Embed Videos in Emails: Include video links in your email campaigns to provide quick and engaging information.
• Use Video in Communities: Utilize video content within your Salesforce Communities to provide valuable resources and foster a sense of community.

The Final Chapter: Unlocking the Potential of Video in Salesforce Knowledge

By embracing video content, you can transform your Salesforce Knowledge base into a dynamic and engaging resource for your customers. The journey from plain text to captivating video content is within your reach. Start experimenting, measure results, and continuously refine your video strategy to maximize the impact of your knowledge base.

Frequently Discussed Topics

1. What video file formats are supported by Salesforce?
Salesforce supports various video formats, including MP4, MOV, AVI, FLV, and WMV. However, MP4 is generally recommended for optimal compatibility and performance.

2. Can I track video views and engagement within Salesforce?
Yes, Salesforce offers analytics tools to track video views, completion rates, and other engagement metrics. This data helps you understand how your video content is performing and make adjustments as needed.

3. What are the security implications of embedding videos from external platforms?
Embedding videos from external platforms like YouTube or Vimeo might raise security concerns depending on your organization’s policies. Consider hosting videos on Salesforce CDN for greater control and security.

4. Is there a limit on the size of videos I can embed in Knowledge articles?
There is no strict size limit for embedded videos, but larger files can impact loading times and user experience. Optimize your video size and quality to ensure a seamless viewing experience.

5. Can I customize the video player that appears in my Knowledge articles?
Yes, you can customize the video player to match your brand aesthetics and preferences. Salesforce offers options to adjust the player’s color scheme, controls, and other aspects.