How to Set up user access for the Zoom App in Salesforce

This post was most recently updated on July 29th, 2022

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 limit access to specific users in your organization if you wish to limit access to the Zoom app.

Note: We recommend that you proceed to the Zoom and Salesforce User Mapping section if you use the default settings for the user access.

Prerequisites for setting up user access for the Zoom App

  • A Zoom account that is licensed for business purposes
  • Ownership or administration privileges for the account
  • During the installation of the Zoom for Salesforce app, you will need to do the following:
  • Zoom Meeting has been configured by the Salesforce administrator, and the Zoom Meeting objects have been added to the respective Salesforce layouts as Zoom Meeting objects.
    Note: It is important to contact your Zoom and Salesforce administrators if you do not see the app installed, or if you do not see any features available.

How to set up user access for the Zoom app

Here are the steps you need to take to set up user access for the Zoom app:

  1. Edit the Zoom app policy:
    • Salesforce Classic:
      1. In Administration Setup, click on Manage Apps and then click on the Manage Apps button.
      2. The Zoom app can be found under Connected Apps. Click Edit to edit the Zoom app.
    • Salesforce Lightning:
      1. Click on Platform Tools in Setup once you have opened it.
      2. Connected Apps can be found by clicking Apps, and then clicking Connected Apps
      3. After clicking Manage Connected Apps, you will be able to click Zoom.
      4. To edit a policy, click on the Edit policies button.
  2. The Permitted Users setting should be set to Admin approved users are pre-authorized within the OAuth policies.
  3. Then click on the Save button.
  4. Then click the Users link under Administration.
  5. The next step is to click on Permission Sets.
  6. The permission sets for Zoom User and Zoom Admin should be cloned.
    In order to create new permission sets, you will have to give them new labels.
  7. It is important to click Assign Connected Apps then click Edit for each new permission set that you wish to assign.
  8. Ensure Zoom is added to the list of Enabled Connected Apps.
  9. Once you have made your changes, click the Save button.
    Each permission set can then be added to by adding users to it.
  10. Choose the permission set that you want to manage, and then click the Manage Assignments button.
    The Zoom User permission set is likely to be all that is needed by most of your users. The following is a list of the privileges that the admin and user have as a reference:

    • Zoom Admin
      • Setting for API Keys and Secrets (at the organization level)
      • (Settings at the user level) for Zoom Meetings (Personal Settings)
      • Objects that can be customized to be read-only or read-write
      • A visual force page can be found in the Zoom package
    • Zoom User
      • The Zoom Meeting settings are as follows: Google Calendar notifications, Personal Meeting ID, Email beforehand to all attendees and others interested in participating)
      • Objects that can be customized for read/write access
      • An overview of the visual force pages included in the Zoom package

How to add users to the Zoom permission set

Having completed the above steps, you can manually add one user at a time to either permission set after you have completed the above steps.

Add one user

A user can be added to the Zoom permission set by following the steps below:

  1. Click on Manage Users and then click on Find Users.
  2. Simply click on the name of the user you wish to contact.
  3. In the Permission Set Assignments section, click the Edit button.
  4. It is necessary to give the user the Zoom Permission set.

Add multiple users

A Zoom permission set can be added to a Salesforce Classic or Lightning account by adding multiple users.

Salesforce Classic

  1. Locate the permission set that you are looking for.
  2. Select Manage Assignments from the drop-down menu.
  3. If you wish to add users to the permission set, you will need to select the users you wish to add and add them to it.

Salesforce Lightning

  1. Once you have clicked Setup, you will be able to click Administration.
  2. Once you have clicked Users, you will be taken to Permission Sets.
  3. Select Manage Assignments from the drop-down menu.
  4. In order to add users to a permission set you need to select the users you wish to add and add them to it.