Skip to main content

How to Add Yoodli to Salesforce Lightning

How to integrate the Yoodli Web Embed into Salesforce Lightning.

Christian Bedoya avatar
Written by Christian Bedoya
Updated over 2 weeks ago

Prerequisites

  • A Salesforce org where you have System Admin access

  • Basic understanding of HTML

  • Org Admin permission to access Web Embed Integration

1. Create a Visualforce Page

  1. Go to Setup.

  2. In the left navigation pane, go to Custom Code > Visualforce Pages.

  3. Click New.

  4. Enter a Label name and check the required box.

  5. Copy the Web Embed snippet from Yoodli.

  6. Paste the HTML snippet into the Visualforce Markup.

  7. Click Save.

2. Update Visualforce Security Settings

  1. From the Visualforce Pages setup, click Security.

  2. Add the profiles that should have access to the Visualforce Page.

  3. Click Save.

3. Allowlist Yoodli

  1. In Setup, navigate to Security > Trusted URLs.

  2. Click New Trusted URL.

  3. Configure the fields as follows:

    • URL = app.yoodli.ai

    • CSP Context = Visualforce Pages

    • CSP Directives = connect-src and frame-src

  4. Click Save.

4. Add the Visualforce Component to a Page

  1. In Setup, click Edit Page to open Lightning App Builder.

  2. From the left pane, drag the Visualforce component onto your page.

  3. Select the Visualforce Page you created earlier.

  4. Click Save and then Activate your page.

Still need help?

Contact [email protected] or click the messenger at the bottom right to chat with us!

Did this answer your question?