Managing Zoom’s Salesforce integration security and privacy
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.
Contents
- 1 How your data is used
- 1.1 Frequently Asked Questions
- 1.2 How does Salesforce integrate with Zoom?
- 1.3 Does Zoom phone integration with Salesforce?
- 1.4 Does Zoom webinar integrate with Salesforce?
- 1.5 How do I link my Zoom phone to Salesforce?
- 1.6 What is Zoom integration?
- 1.7 How do I install the Zoom app in Salesforce?
- 1.8 How do I integrate Zoom into my website?
How your data is used
In order to facilitate your use of this app, we will need to access and use the following information from your Zoom account:
- User information:
- User ID for Zoom Phone
- User ID for Zoom
- Email address of Zoom User
- Password for the PMI Meeting
- Add-on services that are available
- In the event that you have created a meeting in Salesforce, the following information will be displayed on the event page:
- The topic of the meeting
- URL for joining the group
- The meeting password is:
- There are a number of participants and a number of participants
- Time and date of the Zoom Meeting
- Meeting ID for Zoom Meetings
- Duration of a Zoom Meeting
- URLs of the start pages
- ID of the host user on the server
- Recording information – this information is displayed on your event page once the meeting has been completed:
- Time of recording start and end
- URL for Zoom Recording Playback
- The type of recording to be made
- Webinar information – This information will be displayed on your webinar page once the webinar has been created:
- Topic of the Webinar
- Description and agenda of the webinar
- Start and end times of the webinar
- Join URL for the webinar
- Registration URL for the webinar
- The settings for the webinar (approval type, allowing participants to join from multiple devices, closing registration after a certain date, host and participant video settings, practice session, webinar password) will depend on the type of approval.
- Count of participants
- The actual times for the start and end of the event
- Information about the registrant (First name, last name, Registrant ID, registrant joining URL, approval status, any questions you might have about Zoom Webinars registrants)
- Information about attendees (including Attendee ID, Attendee User ID, email, name, join and leave time, and duration of the event)
- (Name, email, Panelist ID, Panelist Join URL, and other information about the panelists)
- Zoom Phone call details – These details can be found in your phone call logs:
- Time at which the ring starts
- When is the answer going to start?
- The end time of the call is:
- Duration of the call
- Id of the call
- Number of Callee’s Extension
- The phone number of the callee
- Number of the caller’s extension
- The phone number of the caller
- Status of the signal
From your Salesforce account, this app will access and use the following information:
- Users’ contact/lead info (first name, last name, email) – These contacts/leads are used when registering for Zoom webinars for those contacts/leads.
Frequently Asked Questions
How does Salesforce integrate with Zoom?
- If you are in Setup, in the Quick Find box, you must type Zoom Video Setup, and then choose Zoom Video Setup from the list that is shown.
- By accepting these terms of service, you are agreeing to the terms.
- The Salesforce Sales Cloud 360 app can be installed by selecting Go to Zoom Marketplace and approving the installation. …
- It is possible to exclude certain email addresses and domains from the list. …
- The Zoom integration needs to be turned on.
Does Zoom phone integration with Salesforce?
Does Zoom webinar integrate with Salesforce?
How do I link my Zoom phone to Salesforce?
…
How to enable Click to Dial
- Open Setup then Call Centers.
- Click Continue.
- Next to Zoom Phone Call Center, click Edit.
What is Zoom integration?
How do I install the Zoom app in Salesforce?
Select “Get It Now” from the Salesforce AppExchange to download the Zoom App. Your Salesforce admin account (production) must be logged in if prompted. 2. Select if you want to install in Production or in the Sandbox.
How do I integrate Zoom into my website?
- Step – Create a WordPress Website.
- Step – Download & Install the Zoom Meetings for WordPress Plugin.
- Step – Create an App with API Key.
- Step – Add API keys to WordPress.
- Step – Use Shortcode on Webpage (With Zoom Meeting ID)
- Step – Publish Page.