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– Turn On Zoom Integration
Step 1: Setup the Zoom and Salesforce Integration app. Zoom is available on the Salesforce AppExchange. · Step 2: Make the Zoom app your own. Seamlessly start a Zoom Meeting and track it in your Salesforce activity history. Easily manage your inbound and outbound sales calls and sync call notes. Seamlessly start a Zoom Meeting and track it in your Salesforce activity history. · Easily manage your inbound and outbound sales calls with a soft Zoom Phone.
Salesforce zoom app –
Trailblazer Community. Salesforce Help. Sign Up Log In. Home Products Open Main Menu. Sales Productivity. Search Search. Filters 0 Add. Select Filters. Product Area. Feature Impact.
Salesforce Classic Mobile Lightning Experience. Clear All Done. Search all of Salesforce Help. Einstein Conversation Insights. Recording Providers. Related Records for Voice and Video Calls.
Set Up Einstein Conversation Insights. Turn On Conversation Insights. Connect Recording Providers. Assign Conversation Insights Permission Sets. Set Up Call Insights. High Velocity Sales. Set Up High Velocity Sales. General Considerations for High Velocity Sales. Email Considerations for High Velocity Sales. Configure High Velocity Sales Features. Configure Einstein Activity Capture Settings. Let Users Share Activities with Groups. Enable Sales Dialer.
Add Dialer to the Utility Bar. Configure a Lead Scoring Solution. Customize the Work Queue. Sales Prospecting Bot Requirements. Get Started with the Sales Prospecting Bot. Deploy Your Sales Prospecting Bot.
Streamline Prospect Outreach with Sales Cadences. Sales Cadences. Create Call Scripts and Email Templates. Create and Activate a Sales Cadence.
Edit an Active Sales Cadence. View Sales Cadence Details. Add Prospects to a Sales Cadence. Assign Prospects to a Different Sales Rep. Sales Cadence Target Dispositions. This will trigger the actual connection to Zoom and validate the Authentication. When you Save, the OAuth flow will initiate. Zoom Login Screen will popup. If successful, you will see Authenticated in the Authentication Status in Salesforce. If it fails, you will get a failure screen from Zoom. Common Issues: Used the wrong secret key or id.
Double check the values in the Auth. The Providers are correct. URL Endpoint is invalid. Check your URL Endpoint. Using Postman first helps avoid this issue. This is a success. It is documented in the API. The Zoom documentation does not state it explicitly, but in our testing we found that the 2 accept lines need to be in the header when sending the request.
Make sure the permissions are correct and the scope is space delimited. Postman Collection — use version 2 link below. Do NOT use v1. From Ruchi Sharma: Preset browser timezone for Guest users. Reading External Calendars. Job Title Enter a valid Job Title – job title must be at least 2 non-numeric characters. Phone Enter a Phone Number that is at least 9 digits. Choose your country. Please accept the terms and conditions. Install with provider To install this package, the provider would like to contact you to assist with setup.
Contact Me. Install in a Trial Try this package in a free org that includes sample data. Install in Trial. Install from provider’s site You can install this package from the provider’s website. Visit Provider.
Accept the terms of service and approve the Salesforce app. In Zoom Marketplace, if the Install button is disabled, and the page has a toggle titled Approve install of this app , then the Zoom admin must still approve the app. The manual option should work for companies that host multiple events per year with a manageable number of attendees. Third-party services, on the other hand, maybe a better choice if you want a one-time setup that maximizes your marketing power.
Salesforce can now collect data from Zoom webinars in real-time, as well as segment data across campaigns. This may seem excessive, but gathering all of this data will aid you in developing a highly effective campaign.
Follow TwitterDev. Tweets by AwsQuality. AwsQuality is the preferred partner for Salesforce, Mobile application, web development, and other software development services for companies across industry verticals. Through our innovative and best-in-the-industry solutions powered by the latest technologies, our solutions, services, and products have helped our clients maximise their growth potential.
We have retained our relationships by enabling our clients to gain more than their expectations from us. Know More…. Send meeting emails and invitations to external participants with a single click; To call from the Phone widget in Salesforce, use Zoom Phone.
For a Salesforce Virtual Meeting, configure specific custom options. Organize incoming and outgoing commercial calls. Make an appointment for an immediate scaling meeting; Manage multiple call logs with ease; While scaling a call, take notes. Sync your Google calendar; Automatically sync call notes; Call logs should be saved. Step 2: Make the Zoom app your own. Assign each user a set of Zoom permissions. Zapier integrates Zoom with Salesforce.
It does not, however, support Marketing Cloud accounts.
– Set Up Zoom Integration
Email Logging. Event Logging. Create Salesforce Records. Outlook and Gmail with Inbox Productivity Features. Considerations for Scheduling Events with Insert Availability in the Engagements and Alerts in the Outlook and Gmail Integrations with Einstein Activity Capture.
Einstein Activity Capture Basics. Einstein Activity Capture System Requirements. Einstein Activity Capture Considerations. Considerations for Disabling Contacts in an Einstein Activity Set Up Einstein Activity Capture. Admin Setup for Einstein Activity Capture. Connect Salesforce to Exchange or Google. Create a Configuration for Einstein Activity Capture. Turn On Einstein Email Insights. Create Custom Einstein Email Insights.
Add Recommended Connections to Lightning Pages. Set Up a Group for Sharing Activities. Enable or Disable Einstein Activity Capture. Reset Einstein Activity Capture. Emails and Einstein Activity Capture.
Events and Einstein Activity Capture. Field Mappings for Event Sync. Contacts and Einstein Activity Capture. Field Mappings for Contact Sync. Analytics and Einstein Activity Capture. Activities Dashboard. Give Users Access to the Activities Dashboard. Review the Activities Dashboard. Guidelines for Using the Activities Dashboard. Activity Metrics. Turn On Activity Metrics.
Activity Metrics Fields. Considerations for Using Activity Metrics. Salesforce Inbox. Salesforce Inbox Features. Set Up Inbox. Salesforce Inbox System Requirements. Considerations for Setting Up Inbox. Considerations for Tracking Emails. Considerations for Inbox Now. Enable and Configure Inbox Features. Disable Email Tracking for Inbox Users. Verify Inbox Licenses. Use Inbox Features.
Inbox Clients. Use Inbox Features in Outlook and Gmail. Use Inbox Mobile. Inbox Mobile Settings. Email in Inbox Mobile. Inbox Mobile Calendar. Search in Inbox Mobile. Close Deals Faster with Inbox Now. Configure Inbox Now. Work with Salesforce Data in Inbox Mobile. Access Salesforce Data in Inbox Mobile. Create Salesforce Data from Inbox Mobile. Create Salesforce Tasks from Inbox Mobile. Log Events Manually in Inbox Mobile.
Log Emails Manually in Inbox Mobile. Use Salesforce Templates in Inbox Mobile. Inbox Mobile Release Notes. Inbox for iOS. Version 8. Inbox Supported on iOS Microsoft Intune Support. Select Your Preferred Browser. Access Email Templates in Nested Folders. Filter Insights in Inbox Now. Inbox for Android. Version 5. Inbox Supported on Android Lightning Sync. Lightning Sync Migration Assistant Requirements.
Considerations for Migrating to Einstein Activity Capture. Run the Migration Assistant Readiness Check. Turn Off Lightning Sync. Get Acquainted with Einstein Activity Capture. Lightning Sync System Requirements. Lightning Sync User License Support. Lightning Sync Security. Lightning Sync Design and Data Flow.
Lightning Sync Connection Security. Service Account Connection for Microsoft Users. OAuth 2. Connection for Google G Suite Users. Lightning Sync Transactions. Contact Sync. Person Account Sync. Contact Field Sync. Sync for Contacts Restored from the Recycle Bin. Contact Sync Filters. Event Sync. Events Automatically Related to Contacts or Leads. Event Series Sync. Event Attendee Sync. Event Delete. Private Event Sync.
Event Field Sync. Sync for Events Restored from the Recycle Bin. Manage Your Syncing Contacts. Manage Your Syncing Events. Lightning Sync Considerations. Considerations for Syncing Contacts. Considerations for Syncing Events. Prepare Salesforce for Lightning Sync. Manage Lightning Sync Users. Assign Reps to Lightning Sync Configurations. Reset Sync for Lightning Sync Users. Email Application Publisher Layouts. The goal of this good is to demonstrate the basic connection for the customer and proof of concept the meeting invites.
The sample code will be in two parts, the first part is a test class that can be used to validate the connection and result. Once that is working, then the 2nd class uses InvocableMethod so that it can be used in flows. Obviously this can be tailored however desired. This section does not instruct how to setup command line tools, deploy the source, or other development tasks.
This is the actual code used in the demonstration. The method signature for an invocable method requires a List of Strings to be returned. This section is optional but describes how the above code can be accessed in the low-code building tools inside of Salesforce.
A larger flow will then do further processing as part of a full scheduling flow. The takeaway is that the Apex Code above is an option to drag and drop into the low code builder and use it when running a flow.
Alternatively, it can be accessed from another Apex Class to get the required information. This is completely optional, but oftentimes if it works in Postman and not in another application or Salesforce, you can see what is different in Postman versus the other applications.
This tutorial assumes the reader is familiar with Postman and has downloaded the application or is using the web version. This document will use the desktop installation for reference. This section does not require knowledge of the Salesforce Setup. We recommend starting with Postman before the setup in Salesforce.
To make life easier, download the Postman Collection already created for Zoom as plenty of examples. To do so:. Setting up Authentication is straightforward and will require the client id and secret key from the Zoom setup done previously.
You also need to setup Environment variables as part of this step. There is a lot more that can be done, but this integration is to show the possibilities with the connection Technology Utilized Listened below are the main technologies and configurations used in the demo preparation. Demo Flow High Level This section describes the general flow of the demo from start to finish when showing to the customer.
Customer goes to the portal to schedule a meeting, using the Salesforce Scheduler. This demo has an authenticated flow, there is a person account associated with the demo. Enter the required information from the screen Click by previously scheduled service appointments or search for a banker.
Note, this could be put anywhere but for the purpose of the meeting we chose here. Click on next and a new Service Appointment is created with the Meeting URL in a custom field that can be accessed to launch a Zoom meeting. Demo Details This section will describe the setup needed to execute the demo. Click on Build APP. Click on Create under OAuth. Name it, choose an account level app and toggle off the publish button like this.
Next screen Screen will show the client key, client secret. You will need these in the Salesforce setup. Populate the redirect url and add the allow list. You can change this once you setup authentication provider in Salesforce.
Scope is meeting:write:admin Press install. Provider Setup The first step is to create the Authorization Provider configuration to connect to Zoom. Name the Auth Provider. Use the defaults for the remainder.
Click on the newly defined Auth Provider to open it up. If you have Experience Cloud setup and you are using those domains, then add those callback URLs as well to the Zoom Dev configuration. Use the exact same word to word, no space. Named Credential Creating a named credential will perform the authentication to Zoom and do the OAuth validation.
Identify Type will be Named Principal. Auth Protocol will be OAuth 2. Select the Auth Provider created in the previous step. Scope: very important! The scope here will match the scope you created in Zoom for the application.
It is space delimited.
