# How to use Scaloom with Salesforce

In order to use your Scaloom analyses in your Salesforce Campaigns, follow this guide

<br>

1.) Export your Scaloom Analyses as a CSV file

<figure><img src="/files/7h8Gvtw0iesEyPkXMq3s" alt=""><figcaption></figcaption></figure>

<br>

2.) Head to the setup page of your Salesforce CRM.

<br>

<figure><img src="https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121011_4646.png" alt=""><figcaption></figcaption></figure>

3.) Go to Build —> Leads—> Fields and select "New"

<figure><img src="https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121011_3071.png" alt=""><figcaption></figcaption></figure>

4.) Select "Rich Text" and Label it "thumbnailEmbed" and save it.

<figure><img src="https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121011_3546.png" alt=""><figcaption></figcaption></figure>

5.) Go back to the home page and create a new campaign

<figure><img src="https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121012_3200.png" alt=""><figcaption></figcaption></figure>

6.) Import your Scaloom CSV

<figure><img src="https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121014_8149.gif" alt=""><figcaption></figcaption></figure>

<br>

7.) Map the fields accordingly and ensure "thumbnailEmbed" is correctly assigned. Select "Next" and Start the Import

<br>

![](https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121012_9656.gif)

<br>

8.) Ensure that your leads have been imported correctly. Note: if your leads do not appear select the filter button and ensure that the default "status" is checked.

![](https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121009_8110.png)

9.) Return to your main page for your campaign and select the Send List Email option.

<br>

![](https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121011_5219.gif)

10.) Craft your email template and insert your Scaloom analyses by selecting the curly bracket button labelled "insert merge field".

![](https://staticfiles.gleap.io/helpcenter/6701473a5a5a3552b17b4d63/20241008121012_5508.gif)

11.) Congratulations! Your ready to start using your Scaloom analyses in your Salesforce Campaigns!

<br>

<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://scaloom.gitbook.io/scaloom/integrations/how-to-use-scaloom-with-salesforce.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
