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 Webinars.

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

• Create and start Zoom Webinars from Salesforce
• Sync webinar details, registrants, panelists, and attendees from Zoom to Salesforce
• Manage registrants
• Manage panelists
• Invite or register a Lead or Contact to a webinar
• Create campaigns and add webinar registrants as campaign members
• Create new leads for webinar attendees, registrants, and panelists, if they do not yet exist in Salesforce

This article contains: 

• How to update picklist values for Zoom Webinars
• How to assign the Zoom Webinar Permissions Set
• How to authorize Salesforce to access your Zoom Webinars
• How to set account-level webinar settings
• How to include the Add to Webinar option to Lead and Contact page layouts
• How to include the Add to Webinar option when viewing individual Contacts or Leads

Prerequisites for configuring Zoom Webinars with Salesforce

• Zoom Pro, Business, or Enterprise account
• Zoom Webinar add-on licenses
• Zoom account owner or admin privileges
• A Salesforce Enterprise or Unlimited account with admin permissions
• A Salesforce Trailblazer account
• Webinar add-on license assigned to one or more users
  Note: The admin configuring the Salesforce integration does not need a Webinar license
• Already installed the Zoom for Salesforce Lightning app

How to assign the Zoom Webinar 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 Webinar User.
6. Click Manage Assignments.
7. In the top right corner, click Add Assignment.
8. Select the user(s) to add these permission sets to, and then click Next to save the changes.
9. (Optional) Configure the expiration date for the user(s) to retain this permission set. Otherwise, click Assign to set the permission set indefinitely.
10. Click Assign to save the changes.
    Note: Once you’ve done these steps for either admins or ordinary users, ensure you follow steps 5-10 for the other user group remaining.

How to authorize Salesforce to access your Zoom Webinars

1. In the top-left corner, click the 9-dots App Launcher icon to search for Zoom User Config.
2. In the left panel, click Zoom Webinar 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.

How to set account-level webinar 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 Webinar, click Activate.
   This will add the Zoom Webinar Settings option to the left-side panel of the Zoom Settings page. 
3. Select Zoom Webinar Settings, review the following options, enable as desired:
   • Create Campaign for each Webinar: Enable to have a new campaign created for each new webinar scheduled.
   • Add Registrants as Campaign Members: Enable to automatically add each new Webinar registrant as a Campaign member in Salesforce.
   • Create new Lead: Enable to create a new lead for each webinar attendee, registrant and panelist if they do not exist in Salesforce.
4. Click Save to confirm changes.

How to include the Add to Webinar option to Leads and Contacts page layouts

These steps allow admins to add the Add to Webinar option to the Leads and Contacts pages, where all current leads and contacts are listed. For adding this option to the individual Contact or Lead view, refer to the section below.

1. To add this option to:
   • the Contacts page, click Contacts in the top navigation bar.
   • the Leads page, click Leads in the top navigation bar.
2. In the top-right corner, click the gear icon  and click Edit Object.
3. In the left panel, click List View Button Layout.
4. Directly to the right of the Contact or Lead layout you are utilizing, click on the drop-down and select Edit.
5. Under the Custom Buttons section, use the Available Buttons list to find and select the Add to Webinar item.
6. Click the Add button to move the Add to Webinar item to the Selected Buttons list.
7. Click Save.
   The Add to Webinar option will be added to the Contacts or Leads tab.

How to include the Add to Webinar option when viewing individual Contacts or Leads

1. To add this option to:
   1. the Contacts page, click Contacts in the top navigation bar.
   2. the Leads page, click Leads in the top navigation bar.
2. In the top-right corner, click the gear icon  and click Edit Object.
3. In the left panel, click Page Layouts.
4. Click on the name of the page layout you want to modify.
5. Find the Add to Webinar option and then click-and-drag the option to the location you want it to be within the Salesforce Mobile and Lightning Experience Actions section of the Page Layout editor.
6. In the top-right corner, click Save.

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