> For the complete documentation index, see [llms.txt](https://scaloom.gitbook.io/scaloom/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://scaloom.gitbook.io/scaloom/integrations/how-to-use-scaloom-with-salesforce.md).

# How to use Scaloom with Salesforce

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

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1.) Export your Scaloom Analyses as a CSV file

<figure><img src="https://1347108282-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRsZq3MJ50SRxl5uCypA%2Fuploads%2F925VfPSg6NJtS5r77eYe%2FCopie%20de%20Scaloom%20-%20video.gif?alt=media&amp;token=10e9e688-49a7-4ed3-9d2a-051e1ccfbf07" alt=""><figcaption></figcaption></figure>

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

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<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>

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

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

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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.

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![](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!

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