Roles in a Zoom Webinar
Zoom Help When it comes to hosting a webinar, there are a variety of roles available: host, cohost, panelist, and attendee. As a participant in the webinar, you will be assigned a…
July 2022
How to Set up user access for the Zoom App in Salesforce
Zoom’s connected app is available to all users by default, and all users have permission to use it. Changing the default permissions of your Zoom app can allow you to…
How to Configure Zoom credential settings for Salesforce
For account owners and administrators, the Zoom integration with Salesforce documentation explains how to use the features as well as how to install, configure, and troubleshoot the Zoom integration with…
How to Sync external Zoom meetings to Salesforce
The Zoom web portal or Zoom desktop client may be used by Salesforce users to create Zoom meetings from within their Salesforce account. A Zoom meeting can be synced into…
Adding Zoom features to Salesforce layouts
The Zoom Rooms Remote Management application is an application designed to provide Zoom Rooms admins the capability of managing Zoom Rooms remotely from a web client, the ability to select…
How to Manage Zoom Meeting settings for Salesforce
It is important to note that these settings are for setting organization-wide preferences. How to find Zoom meeting settings You will need to log in as an administrator in order…
How to Troubleshoot for Salesforce in Zoom app
The following information can help you troubleshoot and resolve common issues with Salesforce. How to troubleshoot common issues with Salesforce Unable to synchronize Zoom Webinars attendees to Salesforce The user’s…
Managing Zoom’s Salesforce integration security and privacy
It is necessary to have access to specific data in order to use the Salesforce integration with Zoom. Listed below are the types of information we collect and provide to…
How to Create a Zoom Webinar in Salesforce
For Salesforce, it is possible to create Zoom Webinars. This is where you can configure the webinar settings, registrants, and campaigns that will be used. Prerequisites for configuring Zoom Webinars…
How to Use Zoom Meetings in Salesforce
The Zoom web portal or Salesforce are two ways in which you can schedule Zoom meetings. As a result of the integration, Zoom web portal meeting information is seamlessly synced…