# Configure iFrame in Salesforce

## How to Add Boomerang to Salesforce Account Records

This guide walks you through embedding Boomerang's Warm Intros directly into Salesforce Lightning using Visualforce Pages and iFrames. Once complete, users will see a **Warm Intros** tab on Account records — loading Boomerang in context of each account, without leaving Salesforce.

***

### Prerequisites

Before you begin, make sure the following are in place:

* You have **Salesforce Admin** access.
* **Lightning Experience** is enabled in your Salesforce org.

***

### Step 1: Create a Visualforce Page for Account Records

1. In Salesforce, go to **Setup**.
2. In the Quick Find box, search for **Visualforce Pages** and select it.
3. Click **New** and enter the following details:
   * **Label:** Warm Intros
   * **Name:** BoomerangAccountLevelWarmIntros
   * Check **Available for Lightning Experience, Experience Builder sites, and the mobile app**
4. Paste the following into the **Visualforce Markup** editor:

```html
<apex:page standardController="Account">
  <apex:iframe
    id="apexiFrame"
    src="https://app.getboomerang.ai/crm/account/{!Account.Id}"
    width="100%"
    height="750px"
    scrolling="true"
  />
</apex:page>
```

5. Click **Save**.

***

### Step 2: Add Boomerang as a Trusted URL in Salesforce

Salesforce requires external applications embedded via iFrames to be explicitly trusted before they can load. Follow these steps to add Boomerang as a Trusted URL.

1. Go to **Setup**.
2. Navigate to **Security → Trusted URLs**.
3. Click **New Trusted URL** and enter the following:
   * **API Name:** Boomerang
   * **Trusted URL:** `https://app.getboomerang.ai`
   * **CSP Context:** All
4. Enable the following **CSP Directives** for this trusted URL:

| Directive       | Purpose                                                              |
| --------------- | -------------------------------------------------------------------- |
| **frame-src**   | Allows Salesforce pages to embed Boomerang in an iFrame *(Required)* |
| **connect-src** | Allows the Boomerang app to make API calls from within the iFrame    |
| **img-src**     | Allows images from Boomerang to load correctly                       |
| **media-src**   | Allows audio and video to play                                       |
| **style-src**   | Allows stylesheets and CSS to load                                   |
| **font-src**    | Allows web fonts to load                                             |

5. Click **Save**.

> **Note:** Enabling all of the above directives ensures the Boomerang UI loads and functions correctly from within Salesforce.

***

### Step 3: Add the Warm Intros Tab to Account Records

1. Open any **Account** record in Lightning Experience.
2. Click the **⚙️ Setup** icon (top right) → **Edit Page**.
3. In the **Lightning App Builder**:
   * Click **Tabs** in the component layout, then click **Add Tab**.
   * Set **Tab Label** to **Custom** and enter **Warm Intros** as the custom label.
4. Click the new **Warm Intros** tab to select it.
5. From the left panel, drag the **Visualforce** component into the tab.
6. Configure the Visualforce component:
   * Uncheck **Show Label**
   * **Visualforce Page Name:** Warm Intros
   * **Height:** 750 px
7. Click **Save**, then click **Activate** if prompted.

***

### Best Practices: Making Warm Intros Visible and Useful for Sales Reps

Getting the iFrame embedded is only half the job. For sales reps to consistently get value from Boomerang, the **Warm Intros tab needs to be front and center** — not buried under other tabs or hidden below the fold.

#### Position the Warm Intros Tab First

By default, Salesforce record pages often have several tabs (e.g., Activity, Chatter, Related). When you add the Warm Intros tab in the Lightning App Builder, **drag it to be the first tab** in the layout. This means it's the tab sales reps see the moment they open an Account record — no extra clicking required.

> **Why this matters:** Sales reps move fast. If checking Boomerang requires navigating to a secondary tab, most reps won't do it consistently. Making it the default view builds it into their natural workflow.

#### Assign the Page Layout to the Right Profiles

When you activate the record page in the Lightning App Builder, Salesforce will ask you how to assign it. Rather than setting it as the org-wide default (which affects everyone), you can assign it to **specific profiles or apps** — for example, your Sales or Account Executive profiles. This ensures the reps who need Warm Intros see the optimized layout, without disrupting other teams.

Once you create the Visualforce page, make sure the right profiles can access it:

1. Go to **Setup → Visualforce Pages**.
2. Find the **Warm Intros** page and Click **Security** next to the page.\ <br>

   <figure><img src="/files/ZGzuv3txkOTh5odXW2yf" alt=""><figcaption></figcaption></figure>
3. Enable the relevant profiles for this page and click **Save.** \ <br>

   <figure><img src="/files/Kpetp9LjyY0p0DE0kx3C" alt=""><figcaption></figcaption></figure>

#### Brief Your Reps on What They're Seeing

The Warm Intros tab shows relationship intelligence based on who on your team knows the people associated with that account. Encourage reps to check it as part of their pre-call prep — specifically to answer the question: *"Who on my team can introduce me to someone at this account?"* A quick internal note during onboarding or a team enablement session goes a long way toward driving adoption.

#### Validate the Setup with a Test User

Before rolling out to the full team, open an Account record as a non-admin sales rep (or use a test user with a sales profile) and confirm:

* The **Warm Intros tab is visible and loads correctly**
* The **iFrame height is sufficient** (750 px) so content is not cut off
* Boomerang is **showing relationship data** relevant to that account

***

### Result

Once completed, users will see a **Warm Intros** tab on Account records in Salesforce. The tab loads Boomerang-powered Warm Intros directly inside Salesforce, in context of the account — giving sales reps instant visibility into who on their team can open the door to any deal.

***

If you run into any issues during setup or need help validating the configuration, please reach out to the Boomerang support team.


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