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 the link below
  • If you are using an operating system that runs version 5.8.3 or higher
  • And if you are using Mac OS X version 5.8.3 or higher
• In conjunction with Zoom for Salesforce version 3.19 or later

How to add users to the Call Center set

1. Ensure that Setup is open on your computer.
2. Go to the search field and search for Call Centers.
3. Clicking on the Continue button after you have selected the Call Centers tab will allow you to proceed.
4. Having selected the Zoom Phone Call Center in the Call Center drop-down, click Edit after selecting it.
5. When you click Manage Call Center Users on the Zoom Phone Call Center page, you will be able to add as many call center users as you want.
6. If you have selected your users and selected Add to Call Center, you will be able to add them to the call center once you have found and selected them.

How to adjust the Zoom Phone width and height

Zoom Phone widget can be customized by changing the height and width of the widget according to the needs of the user.

1. Run the Setup program to begin the installation process.
2. You can search for call centers by typing “Call Centers” into the search box under the Search field.
3. If you are done with the search, click the Continue button on the right side of the screen.
4. You can edit the information about the caller on the Zoom Phone Call Center page.
5. Make sure that you make the following settings on the Zoom Phone Call Center page under the General Information section:
   • Default height of a softphone is 600 pixels
   • with a width of 320 pixels
6. The changes you made have been saved.

How to configure the Softphone layout

1. Open the Setup program.
2. From the search box, type in Softphone Layouts.
3. On the tab that appears, select Softphone Layouts.
4. On the page that appears, select New Softphone Layout.
5. You will now need to configure these settings:
   • Name: PhoneLayoutZoom
   • Default layout: set to “Enable”
   • Select Call Type: Inbound/Outbound:
     When configuring the softphone, you can choose both the inbound and outbound options.
     • For inbound calls, the following fields will appear:
     •  Caller ID, Dialed Number
     • Display the following Salesforce.com objects:
     •  Lead, Account and Contact
6. by clicking the Save button
7. To verify that your user profiles are assigned the correct phone layout, click on the Softphone Layout Assignment link.

Additional configuration for Salesforce Lightning

Here are the steps for displaying the Zoom Phone application for Salesforce Lightning:

1. Launch the Setup program.
2. Select App Manager from the quick find menu.
3. From the shortcut menu, select the App Manager option.
4. Click on the drop-down arrow next to Sales.
5. Once the drop-down arrow appears, click Edit, then Add Utility Item, then Open CTI Softphone.
6. After entering the item’s properties, click OK.
7. Click the Save button.

How to enable Click to Dial

Configure the CTI adapter URL in order to enable Click to Dial.

Note:

If, through Salesforce, you desire to capture the URL for the Zoom Voice login page you must first sign out of Salesforce’s app in order to capture the Zoom Voice Login URL.

1. In order to log in to Zoom Voice, please copy the following URL:
   1. Open Setup then select Visualforce Pages in order to display the URL.
   2. You will be able to see the URL by clicking the preview icon next to ZoomVoiceLogin.
2. You will then be able to copy the URL. Take for example this URL: https://zoom-app.na135.visual.force.com/apex/zoom_app_ZoomVoiceLogin.
3. In the CTI Adapter URL field, paste the Zoom Voice Login URL into the box:
   1. Click on Setup, then select the Call Center option.
   2. Continue to the next step.
   3. After you have selected Zoom Phone Call Center, click Edit.
   4. The URL for that adapter should now be pasted into the CTI Adapter URL field.
      If you scroll all the way to the right and add the entire URL, including http://, in the box, you should have no problems.
4. Save the changes.

How to customize the task layout screen

Our ZoomCallLogDetails VisualForce page now includes voicemail/recording as part of the ZoomCallLogDetails functionality. In order to prevent the visual icons from running off the page, you may have to adjust the section height.

1. Setup must be open before Object Manager can be accessed.
2. Search for task in the quick search field of Setup.
3. The task details window will appear when you click Task.
4. From the Page Layouts menu, click Task Layout and then click Save.
5. Once the page properties are displayed, click the wrench icon.
6. This will allow you to change the height of the page.
   Note: It is recommended that you adjust the height to 500 pixels.
7. After you have finished, click OK and Save.

Create ZoomCallLogDetails VF page

If you do not have the ZoomCallLogDetails VF page, you can create it by following the instructions below:

1. The Section option can be found on the Page Layout screen by dragging and dropping it to the page.
2. Under the Section Property page, where you choose the Layout option, you will see a 1-Column section that you will need to name.
3. On the Visualforce Pages page, select ZoomCallLogDetails under Zoom Log.
4. Drag ZoomCallsLogDetails into your new section and drop it into the new box.
5. Adjust the height of the section on the Task Layout screen to meet your specific needs.
6. Refresh the task page after adjusting the height of the section.

How to configure automatic calling

1. Sign in to Zoom’s web portal using your email address and password.
2. Click on Account Management, then Account Settings from the navigation menu.
3. Select Zoom Phone from the list of options.
4. In order to enable or disable Automatically Call from 3rd Party Apps, click the toggle.

How to configure Zoom Phone settings

1. Become an administrator of Salesforce by logging in.
2. You will be able to open Zoom Config and Zoom Phone Settings from the App Launcher.
   Note: The user must refresh all the pages in Salesforce that contain the phone utility bar to reflect their changes upon each change in the phone settings.
3. Click on the Zoom Phone Settings link, and then click on the following options:
   • Phone Customize Call Log Fields: You can add or remove fields to be displayed in the call log panel by clicking View All.
   • Phone-Auto Save Call Logs: You can set Salesforce to save call logs automatically. By disabling this setting, users will be able to choose whether to save or delete call history records.
   • Phone-Auto Save SMS: This feature automatically saves each text message as a task per number per day in Salesforce, and if a match is found, it is linked to a contact/lead. It is not possible to save SMS manually when the feature is disabled.
   • Enable Editable Contact/Lead: This feature will allow users to search and enter contacts and leads manually. If this setting is disabled, the user is provided with a dropdown list of contacts whose phone numbers match the selection.
   • Ignore Internal Calls:
   • Calls made from within Salesforce are not logged, nor are they displayed.
   • Authenticate via Salesforce Username:
   •  Choose whether users will be able to log in to the Zoom Phone widget using their Salesforce username or email if it matches the Zoom account email. Zoom Phone widget do not permit users to do this by default. In order for this feature to work, the Zoom account email must match the Salesforce username to avoid any possible error from occurring. If the feature is enabled, the feature will be applied to the entire Zoom account. A user will get an error message if their Salesforce email address does not match their Zoom email address, if enabled.
   • Enable Zoom Phone for Salesforce: Receive notifications from Zoom Phone in Salesforce in real time.
     Note: The first thing you need to do is enter the API Key and API Secret in the Zoom Credentials Settings so that the API Key and API Secret can be used. For more information, please refer to Configuring Zoom Credentials.

How to configure the Zoom Phone call log panel

As an option for the call log panel, you can follow these steps.

1. Click the Zoom Config tab at the top of the screen.
2. A drop-down menu will appear.
   Default settings are set for the Disposition field.
3. Adding new fields to a Task or Zoom Call Log object is as simple as clicking the Add New Field button.
   Note: You can add text, textarea, or picklist fields to Task or Zoom Call Log objects.
4. The customized fields can be deleted and reordered.
   Note: To make the changes take effect, you may need to refresh the page.
5. The zoomcalllog details section can be found on the visual force page of your task page layout if you want to add it.