Installing the Zoom for Salesforce integration

The Zoom integration with Salesforce will allow you to start and schedule meetings directly within Salesforce. You can quickly set up Zoom meetings with leads and view your scheduled Zoom meetings.

The Salesforce Integration is available through the Salesforce AppExchange and the Zoom Marketplace.

The following articles go over the setup of Salesforce from an administrative perspective and a user guide for how to use this integration.

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Accounts using the Zoom for Salesforce app can begin migrating to the new Zoom for Salesforce Lightning app, which will be supported long-term and supports additional Zoom products, including Zoom Meetings, Zoom Webinars, Zoom Phone, Zoom Contact Center, and Zoom Events. 

Learn more about how to install the Zoom for Salesforce Lightning app and how to migrate Zoom Meetings records, Zoom Webinars records, and Zoom Phone records, in order to maintain historical records for interactions with contacts and leads. 

Prerequisites for installing the Salesforce integration

Note: Zoom Support cannot assist in troubleshooting if you have any custom modifications or multiple integrations with your Salesforce integration.

How to install the Zoom for Salesforce app

  1. Sign in to the Zoom App Marketplace as an account administrator.
  2. In the top right of your screen, enter Zoom for Salesforce in the search box to find the app.
  3. In your search results, find and click the Zoom for Salesforce app.
  4. Pre-approve the app (if necessary) and click Add.
    Note: Zoom recommends pre-approving the app for All users on this account, rather than specific users or user groups, as this may cause installation issues further along in the process.
    The installation will redirect you to the listing in Salesforce AppExchange.
  5. Click Get It Now.
    If not already signed-in, you will be prompted to sign in to your Salesforce Trailblazer account.
  6. Follow the on-screen steps to install the app
    You will be prompted to sign in to your Salesforce account.
  7. Sign in to your Salesforce admin account, if necessary.
    You will be prompted to select which users to install this app for.
  8. Select Install for All Users and click Install.
  9. When prompted, verify and approve third-party access, then click Continue.
    The app will be installed.

Salesforce integration guides