Zoom Guide

Zoom for Salesforce includes a Zoom Phone app that can be configured by users. Salesforce Version Navigate to Classic Setup > Administration Setup > Manage Users > Permission Sets > Zoom Admin/Zoom User > Manage Assignments > Add Assignments. Lightning Setup > Administration > Users > Permission Sets > Zoom Admin/Zoom User > Manage Assignments > Add Assignments. Prerequisites for configuring Zoom Phone in Salesforce You can download the Zoom Desktop Client from the Zoom website by clicking on…

Overview Zoom Rooms are selected by clicking on the Zoom Rooms portion of the dashboard, which informs you of the type of configuration a room has, its passcode, and most importantly, whether it is currently available to meet with other Zoom users. Depending on whether Zoom Rooms Health Status Notifications are enabled, you may be…

Prerequisites for configuring Zoom Webinars with Salesforce With Zoom account and Webinar license, you will be able to hold webinars for Salesforce Lightning by using the Salesforce domain Configuring Zoom Webinars settings Navigate to Zoom Config in the App Launcher by clicking on the Zoom icon. You will be prompted to allow Salesforce to receive…

You can fill out a request to obtain phone numbers by using one of the following methods of requesting the numbers if the numbers are not available. When you request numbers, Zoom will try to locate them for you. Notes: The following is a list of the requirements for each country We have several articles…

In the Zoom integration, Salesforce campaigns are automatically created when you create Zoom webinars. The campaign title is created from the webinar title. In order to integrate Zoom Webinars and Salesforce, the following can be accomplished: The list of approved, blocked, and pending registrants can be viewed here. Registrants can either be approved or denied….

In order to use your Zoom Phone account with more than 100 pre-existing numbers, a project port allows you to move them from another carrier. In order to move more than 100 numbers, you have to port them from another carrier. Note: Please refer to our list of common porting issues and solutions if you’re…

From the phone widget, you can seamlessly place a call using the Zoom phone app contained within Salesforce. Both Lightning and Classic versions are compatible with this integration. Prerequisites for using Zoom Phone in Salesforce With a Zoom Phone plan, you can make calls by using your Zoom account as well as the Zoom for…

A number port allows you to transfer an existing Zoom Phone number to Zoom Phone from another carrier. The Zoom Porting Team needs to handle the toll-free porting process manually. Note: You can find common issues and solutions to porting issues in our list of commonly encountered issues. Prerequisites for requesting a toll-free number port…

Frequently asked questions about Zoom Meetings I am not able to see some of my appointments that were scheduled outside of Salesforce. What can I do to get these appointments synchronized with Salesforce? In the External Zoom Meetings tab, you will be able to access these meetings. Which objects am I able to start meetings…