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 Salesforce. Prerequisites for configuring Zoom credential settings Desktop client for Zoom, version 5.8.3 or higher In order to use Zoom for Salesforce, you must have…
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 Salesforce by integrating it with the Zoom web portal, where it reviews Zoom meetings and creates events in Salesforce for contacts and leads that match…
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 the speaker, microphone, and camera from a remote location, or the ability to restart the Zoom Room computer or Zoom Room app. Prerequisites for remote…
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 to access Salesforce. Zoom Meeting Settings can be accessed via Zoom Config, which can be found in the App Launcher. How to set a default…
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…
