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 Zoom account should be secured by BAA security, so make sure it is disabled for the user. Data sync is blocked by the BAA security…
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 3rd parties for the purposes of this integration. How your data is used In order to facilitate your use of this app, we will need…
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 for Salesforce An account with Zoom with a webinar license is required For Salesforce Lightning, it is necessary to have a Salesforce domain How to…
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 to Salesforce events when you use the Zoom web portal. It is possible to use this integration with both Lightning and Classic versions of Salesforce….
The administrator is responsible for installing the software. The Zoom app can be obtained from the Zoom App Marketplace or you can install it in Salesforce AppExchange. Prerequisites for installing the Zoom app in Salesforce The contact and lead fields should only be encrypted using deterministic encryption if you’re using Salesforce Shield Platform Encryption with…
You can connect your Freshdesk account to Zoom’s desktop client, and you will be able to receive notifications from Freshdesk tickets directly through Zoom chat. There are a number of notifications available, including: Ticket Creation: By setting up a predefined set of actions on newly created tickets, you will be able to set up your…
There are a few ways Zoom Events can accept payments via the internet, but Stripe is the most convenient and powerful method. The PayPal business account can also be used as an alternate online payment platform if you do not have a PayPal business account. Prerequisites for linking a Stripe account to your Zoom…
You can configure a hub to allow paid events to be published to your hub by adding a payments account to it once you have created the hub. There is no way for your hub to be used for publishing paid events if you have not added a payment account. A single payment account will…
It is critical that you assign the Zoom Events licenses to the users within your account after you have purchased the Zoom Events licenses. The user who has been assigned a Zoom Event license will have the ability to create a hub in which they can publish events after they have been assigned the license….
In order to use Zoom Events, you will need to purchase a Zoom Events license. Prerequisites for purchasing Zoom Events licenses Desktop client for Zoom 5.7.6 or higher is required for Windows For macOS, you need version 5.7.6 or higher Client for Zoom mobile devices The iOS version must be 5.7.6 or higher A version…
