The Remote Control feature becomes even more powerful when integrated with Salesforce CRM. In this article, an example implementation will be provided to add a Bliro Meeting link to Salesforce, allowing users to:
Start a Bliro Meeting directly from the Salesforce UI.
Associate the Bliro Meeting with the specific Salesforce Object from which it was initiated.
While this approach can be applied to any Salesforce Object, the Salesforce Account Object will be used for this guide. By the end, a Bliro Link will be added to the Salesforce Account Details page, as shown below:
Step 1: Create a Custom Field in Salesforce
1.1 Access Salesforce Setup
A Custom Field must first be created in the Salesforce Account Object. Follow these steps:
Click the ⚙️ Settings icon in the top-right corner of the Salesforce page.
In the Setup page, use the search bar to enter “Object Manager”.
Click on Object Manager to proceed.
1.2 Create a New Custom Field
In Object Manager, select the Account Object (or the relevant Salesforce Object).
In the left sidebar, navigate to Fields & Relationships and click New in the top right corner.
1.3 Configure the Custom Field
A New Custom Field setup page will be displayed. Follow these steps:
Step 1: Select the Data Type: Formula → Next.
Formula should be selected as the Data Type.
Click Next.
Step 2: Define the Field Label and Name
A Field Label should be entered (e.g., Start Bliro Link).
A Field Name should be provided (e.g., Start_Bliro_Link).
The Formula Return Type should be set to Text.
Click Next.
Step 3: Enter the Formula and Description:
The Advanced Formula option should be selected, and the following formula should be entered: HYPERLINK('bliro-desktop://start-call?system=salesforce&record=[OBJECT_TYPE]&recordId=' & Id, 'Start Bliro Summarization')
Universal format option 🆕 (for cross-platform support): HYPERLINK( 'https://app.bliro.io/a/start-call?system=salesforce&record=[OBJECT_TYPE]&recordId=' & Id, 'Start Bliro Summarization' )
Replace [OBJECT_TYPE] with the actual object type (e.g., Account).
A Description and Help Text should be added for clarity.
Click Next.
Step 4: Set Field-Level Security
The required Salesforce profiles should be granted access.
Click Next.
Step 5: Assign the Field to Page Layouts
The Page Layouts where the field should be included must be selected.
Click Save to finalize the setup.
Step 2: Add the Custom Field to the Page Layout
Once the Custom Field has been created, it must be added to the Page Layout. The following steps should be followed:
2.1 Navigate to Page Layouts
In Object Manager, select the Account Object (or the modified Object).
In the left sidebar, click Page Layouts.
Click on the desired Page Layout Name where the Bliro Link should be added.
2.2 Add the Custom Field to the Layout
The Page Layout Manager will open. Ensure the Fields View is selected.
Locate the Start Bliro Link Custom Field.
Drag and drop the field into an appropriate section of the Page Layout (within a green-highlighted area).
Click Save (top-left corner) to apply the changes.
Step 3: Test the Integration in Salesforce
Return to Salesforce Lightning Experience.
Open any instance of the modified Salesforce Object (e.g., an Account named “Bliro”).
Locate the newly created Custom Field.
When hovered over, the Bliro Link will display, including the Object’s ID for tracking.
Click the link to launch the Bliro Desktop App and start a new meeting.
The integration of Bliro Meetings with Salesforce has now been successfully completed. Users can initiate a Bliro Meeting with a single click while automatically associating it with the relevant Salesforce Account Object.
For further customization, the same approach can be applied to other Salesforce Objects as needed. 🚀
Best Practices & Tips
Keep Bliro Running
For desktop protocol links (bliro-desktop://): the app must be running for the command to execute.
For universal links (https://app.bliro.io/a/) 🆕: the relevant app (desktop or mobile) will launch as needed.
Verify Parameter Names
Using system, record and recordId is just one example how parameters support data matching with third party systems.
Bliro supports all kinds of other parameters like foo=bar
Test on Different OS & Speeds
Timing may vary on different hardware.
If you have slow systems or older hardware, test thoroughly to ensure consistent performance.
Handle Missing Calls Gracefully
If there's no active call, end-call will do nothing.
Ensure external tools handle this case smoothly.
Choosing the Right Link Format
Use universal links when your users may be on both desktop and mobile.
Stick with desktop protocol links when users are always on desktop.
Questions or issues?
Send us a message via [email protected] or send us a chat message via our platform and we’ll be happy to help!