Configuring Zoom Meetings 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 Meetings.

This article contains: 

Prerequisites for configuring Zoom Meetings with Salesforce

How to assign the Zoom Meeting 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.
  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 Meeting 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.
  11. 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 set account-level meeting settings

  1. In the top-left corner, click the 9-dots App Launcher icon to search for and select Zoom Admin for Lightning.
    The supported Zoom products will be listed.
  2. Under Zoom Meeting, click Activate.
    This will add the Zoom Meeting Settings option to the left-side panel.
  3. Select Zoom Meeting Settings, review the following options, enable as desired:
    1. Mail Default From Address: The drop-down list here will get the default mail sender address set by salesforce. After checking it, the sender’s email address of the zoom meeting created will be the selected email address
    2. Populate Details Into Event Description: Enable this option to include the meeting invitation details to the calendar event’s description field.
    3. Disable Invitation Email: Enable this option to prevent meeting invitation emails for the entire account from being sent.
    4. Enable Passcode For Non-PMI Meeting: Enable this option to require meeting passcodes for non-PMI meetings.
    5. Create Events for Non Salesforce Zoom Meetings for Matching Contacts / Leads: Enable this option so that when meetings created outside of Salesforce are synchronized to Salesforce, the created event will be associated with the matching contact or lead.
  4. Click Save to confirm changes.

How to add Zoom Meeting details to Salesforce Event page

  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 Event.
  5. In the left panel, click Page Layouts.
  6. In the top-right corner, click Page Layout Assignment.
  7. Click Edit Assignment.
  8. In the list below, click to select which individual profile(s) to assign this new layout.
    Alternatively, you can click the Page Layout header to select all profiles below.
  9. Next to Page Layout To Use, click the drop down menu and select Zoom - Event Layout.
  10. Click Done.
  11. In the left panel, click Lightning Record Pages.
  12. In the top-right corner of the window, click New.
  13. Select Record Page and then click Next.
  14. Enter the following information for these fields:
    • Label: Enter Event Record Page.
    • Object: Enter Event.
  15. Click Next.
  16. Select the page template you wish to use.
  17. Click Next to create the new Record page.
  18. From the left panel, click and drag the Record DetailHighlights Panel, and the newly created zoomMeetingDetail components to the center area.
    Note: If the cloned default template was chosen in step 16, the Record Detail component will already be present.
  19. (Optional) Click and drag additional components to the center area, or rearrange components already there, as needed.
  20. In the top right corner, click Save.
  21. In the new window, click Activate.
  22. Depending on your needs, choose one of the following options:
    1. Org Default: Set this as a default for your entire organization. Click Assign as Org Default.
    2. App Default: Set this as a default for a specific Salesforce app. Click Assign as App Default.
    3. App, Record Type, and Profile: Set this as a default for even more granular control, even down to specific user profiles.
  23. Depending on the choice in step 22, you will either choose if this is applied to desktop, mobile, or both views (Org Default) or the specific Lightning app(s)*(App Default or App, Record Type, and Profile).
    *Note: Zoom recommends choosing Sales and/or Sales Console for consistency.
  24. Click Next when a choice is made.
  25. Click Save.
  26. In the top right corner, click Save.

How to configure the Zoom Event Page globally for all Salesforce Applications

  1. In the top-right corner, click the gear icon  and then Setup.
  2. In the Quick find search bar, search for and select Global Actions.
  3. Under the Global Actions drop-down, click Global Actions.
  4. Next to New Event, select Layout.
  5. Customize and add any other additional Zoom Meeting fields or objects, such as Schedule a Zoom Meeting.
  6. Under Global Actions in the left-hand corner, click Save.

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