Using the Salesforce for Team Chat App

The Salesforce for Zoom Team Chat helps businesses collaborate within Team Chat by accessing Salesforce’s cloud-based CRM. This app allows users to search, post, and subscribe to record updates directly in Zoom Team Chat channels, reducing the need to switch back and forth between Zoom and other applications.

This article covers:

Prerequisites for using the Salesforce for Team Chat App

Limitations for the Salesforce for Team Chat App

How to install from the Zoom App Marketplace

Pre-approve the App for your users

  1. Sign in to the Zoom App Marketplace as an admin.
  2. In the top right of your screen, search for Salesforce for Team Chat.
  3. In the App permissions section, click the toggle to Approve the use of this app.
  4. Choose if you want to approve this for All users on this account or Specific users or user groups on this account.
  5. Choose the visibility after the app is added:

Note: The Salesforce Administrator will need to sign-in and configure their account with Salesforce on the desktop client first, otherwise, users will not be able to sign-in successfully.

Install the Zoom Salesforce for Team Chat App

  1. Sign in to the Zoom App Marketplace.
  2. In the top right of your screen, search for Salesforce for Team Chat.
  3. Click Add.
  4. Review the requested permissions and click Authorize.
    Once installed, the app is displayed under the Apps section of the Team Chat tab of the Zoom desktop client.

Note: The Salesforce Administrator will need to sign-in and configure their account with Salesforce on the desktop client first, otherwise, users will not be able to sign-in successfully.

How to configure the Salesforce for Team Chat app

After installing the app from the Zoom App Marketplace, the app is displayed under the Apps section of the Team Chat tab of the Zoom desktop client. Before users can sign-in and begin using the Team Chat App, a Salesforce Administrator must sign-in and configure their account with Salesforce first. Users will not be able to sign-in successfully until this is done by the Salesforce Administrator.

  1. Sign in to the desktop client.
  2. Click the Team Chat tab .
  3. At the bottom of the left chat panel, find the Apps  section.
  4. Select Salesforce for Team Chat.
    You will see a welcome message from the App.
  5. Click Sign in.
    You will be prompted to select the environment you wish to connect to.
  6. Select either the Production or Sandbox environment.
    You will be prompted to connect your Zoom account with your Salesforce account.
  7. Sign in to a Salesforce administrator account.
  8. Click Connect.

    Upon receiving a successful connection notification, the app is now configured for your Zoom account. Users on your account can now connect their Zoom account to their Salesforce account.

How to connect the Team Chat App to your Salesforce account

  1. Sign in to the desktop client.
  2. Click the Team Chat tab .
  3. At the bottom of the left chat panel, find the Apps  section.
  4. Select Salesforce for Team Chat .
  5. Click Sign in.
    You will be prompted to connect your Zoom account with your Salesforce account.
  6. Sign-in with your Salesforce account.

    When sign-in is successful, you will see a message from the Team Chat App indicating the app is ready to use.

How to use the Salesforce for Team Chat App

With Salesforce for Team Chat app you will be able to

Note: At this time the Salesforce for Team Chat app supports Standard Record Objects and Standard Fields.

Search and post for records

  1. In a Zoom Team Chat conversation, click on the Salesforce for Team Chat app icon in the compose box.
    A search modal will appear to easily search and find a record in Salesforce.
  2. Type in the search field to find records in your Salesforce instance.
    You can search for standard Salesforce objects such as Accounts, Contact, Opportunities, Leads, Cases, and Tasks.
  3. Click on the search result to preview the record.
  4. If it is the correct record, click Share to Team Chat to post the record to a conversation.

Set an alert subscription for a record

Records have specific fields for which a user can create an alert subscription and monitor for status changes. When a record receives an update, the chat conversation will get an alert as to that status change.

  1. On a record posted to a chat conversation, click Create Alert.
  2. Select the updates you want to subscribe to.
  3. Click Create.
    When the status changes for the field you have subscribed to, the chat conversation will be alerted.

Add messages to Salesforce

  1. In a Zoom Team Chat conversation, click the more icon  next to a message.
    Additional options will appear.
  2. Click Add to Salesforce  .
  3. Search for and select the record you want to add the message.
  4. Click Add.

You will have added a new note to that record in Salesforce.

Slash commands for the Salesforce for Team Chat app

The following slash commands are available in any 1:1, group chat, or chat channel:

How to remove the Salesforce for Team Chat App

  1. Sign into the Zoom App Marketplace with your Zoom account.
  2. In the top right of the page, click Manage.
  3. In the navigation menu, click Added Apps.
  4. Next to the Salesforce for Team Chat app, click Remove.
  5. Confirm the dialogue and click Remove.

Note: If the Salesforce Administrators account disconnects their account from Zoom, it will also remove access for the entire Zoom account.

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