Enabling Zoom Virtual Agent Salesforce integration


The Salesforce application can enhance Zoom Virtual Agent's functionality by adding support for ticket creation integration channel or chat support from a live Salesforce agent. In this article, we will guide you through the process of enabling Zoom Virtual Agent integration with Salesforce, as well as how to delete the integration connection settings if necessary. Once enabled, you can add a Salesforce support channel or a live chat support and connect it to a bot.

This article covers:

Prerequisites for enabling Zoom Virtual Agent Salesforce integration

How to enable Zoom Virtual Agent Salesforce integration

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Integrations.
  3. Click Add Integration then Salesforce.
  4. On the Add Salesforce Integration page, specify the following:
    • Under Connection Settings, provide the following:
      • Enter a display name for your connection.
      • Enter the associated subdomain.
  5. Click Save.
    A new tab will open and take you to the authentication flow. If you are already logged into Salesforce, you won't be asked for your credentials. However, if you are not logged in, you will be prompted to enter your credentials and submit them. After you successfully log in, you will be able to see the integration added to your integrations page.
  6. In the navigation menu, click AI Management then Integrations.
    You will see the Salesforce application with a Connected status.

How to delete the Salesforce integration connection settings

After you have established the Salesforce integration connection, it cannot be edited. If you need to make changes due to subdomain change, you can delete the connection and create it again.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Integrations.
  3. In the Applications tab, click the ellipsis icon  to the right of the Salesforce application then Delete.
  4. Click Delete to confirm.