Configuring Zoom Events with the Salesforce Lightning app

After an admin has installed the Salesforce integration, they will need to then configure the integration with one or more of the supported Zoom products, including Meetings, Webinars, Phone and Contact Center. This article guides admins through configuring Salesforce with Zoom Events.

With the Zoom Events integration with Salesforce, you can do the following:

• Receive Zoom Event meeting or webinar session registrants and attendees information
• Automatically register a Lead or Contact to the event session(s) from a Salesforce Campaign
• Create campaign and add registrants as campaign members
• Create new leads for attendees or registrants, if they do not exist yet in Salesforce

This article covers: 

• How to assign the Zoom Events Permissions Set
• How to set account-level Zoom Events settings
• (Optional) How to add a default Ticket Type ID dropdown menu
• (Optional) How to authorize Salesforce to access your Zoom Events

Prerequisites for configuring Zoom Events with Salesforce

• Zoom Pro, Business, or Enterprise account
• Zoom Events or Zoom Sessions add-on license assigned to one or more users
  Note: The admin configuring the Salesforce integration does not need a Zoom Events or Zoom Sessions license.
• A Salesforce Enterprise or Unlimited account with admin permissions
• A Salesforce Trailblazer account
• Already installed the Zoom for Salesforce Lightning app (version 2.5 or higher)

Note: The Salesforce Marketing User type is required for any user creating Campaigns in Salesforce, which is a primary function of the Zoom Events integration with Salesforce. If your users do not yet have this option checked for their user profile, an admin will also need to edit their profile(s) and check this option.

How to assign the Zoom Events Permissions Set

1. Sign in to your Salesforce account with admin permissions.
2. In the top-right corner, click the gear icon .
3. In the drop-down menu, click Setup.
4. In the Quick find search bar, search for and select Permission Sets.
   A list of available permissions sets are displayed below.
5. Depending on if you are configuring admins or ordinary users, choose the following permissions sets from the list:
   • Admin users: Click Zoom Admin.
   • Ordinary users: Click Zoom Event User.
6. Click Manage Assignments.
7. In the top right corner, click Add Assignments.
8. Select the user(s) to add these permission sets to.
9. Click Next to save the changes.

How to set account-level Zoom Events settings

1. In the top-left corner, click the 9-dots icon to search for and select Zoom Admin for Lightning.
   The supported Zoom products will be listed.
2. Under Zoom Events, click Activate.
   This will add the Zoom Events Settings option to the left-side panel.
   Note: If an admin has already activated Zoom Events within Salesforce, the Activate option will be Settings instead.
3. Select Zoom Events Settings, review the following options, enable as desired:
   • Add Zoom Events Registrants as Campaign Members: Enable to automatically sync registrants from the Zoom Events registration page to the associated campaign as a member. If the registrant does not match an existing Contact or Lead, a new lead will be created for them within Salesforce.
   • Register from Campaign Sync: Enable and configure these options to automatically sync registrants from the Salesforce Campaign to the associated Zoom Events registration page.
     • Sync Campaign Members as Zoom Events Registrants
     • Ticket Type ID Source: In the drop-down menu, choose the field that includes the Ticket Type ID for these synced campaign members. The selected field will be checked first when adding Contacts or Leads, and if the field does not contain a matching Ticket Type ID for that event, the default Ticket Type for the campaign is used as a fallback.
4. Click Save to confirm changes.

(Optional) How to add a default Ticket Type ID dropdown menu

If you plan on hosting events with more than one Ticket Type, we recommend providing this selection menu, so that a default ticket type can be selected and used for any Contacts or Leads added to the Salesforce campaign.

1. In the top-right corner, click the gear icon .
2. In the drop-down menu, click Setup.
3. On the top navigation bar, click the Object Manager tab.
4. Search for and select the Zoom Event object.
5. In the left side panel, select Lightning Record Pages.
6. Click Zoom Event Record Page.
7. At the top of the window, click Edit.
8. In the left side panel, find and then drag the zoomEventsSelectTicketType component, found under the Custom - Managed section, to the center area.
9. (Optional) Click and drag additional components to the center area, or rearrange components already there, as needed.
10. In the top right corner, click Save.
11. In the new window, click Activate.
12. Depending on your needs, choose one of the following options:
    • Org Default: Set this as a default for your entire organization. Click Assign as Org.
    • App Default: Set this as a default for a specific Salesforce app. Click Assign as App Default.
    • App, Record Type, and Profile: Set this as a default for even more granular control, even down to specific user profiles.
13. Close the activation window.
14. In the top right corner, click Save.

(Optional) How to authorize Salesforce to access your Zoom Events

Account admins do not need to authorize Salesforce to access their Zoom Events account, but can do so if they need to use Salesforce as an end-user as well. Each user on the account will also need to authorize access to their Zoom Events account, before being able to use Zoom Events in Salesforce.

1. In the top navigation bar, click Zoom User Config.
2. In the left panel, click Zoom Event Settings.
3. Under the User Authorization section, click Authorize from Zoom App Marketplace.
4. Sign in to the appropriate Zoom account (if not already).
5. Review the permissions and click Allow.
   Note: A Zoom account can only be connected to one Salesforce account at a time.

Now that all these components have been configured, your users can start using the Salesforce integration with Zoom Events.