Installing the Zoom for Salesforce Lightning app

Before using the Zoom for Salesforce integration, installation must first be done by an account administrator. Admins can install the Zoom app in the Salesforce AppExchange or through the Zoom App Marketplace. Once the initial installation is complete, admins will continue with configuring Salesforce with one or more of the supported Zoom products, including Meetings, Webinars, Phone, Events, and Contact Center.

Requirements for installing the Zoom app in Salesforce

• Zoom Pro, Business, or Enterprise account
• Zoom account owner or admin privileges
• A Salesforce Enterprise or Unlimited account with admin permissions
• A Salesforce Trailblazer account

Notes:

• Emails for the admin user should match between Zoom and Salesforce.
• If you are using Salesforce Shield Platform Encryption, ensure that you use only deterministic encryption for the contact and lead fields. Using probabilistic encryption will block the app installation.

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 Lightning in the search box to find the app.
3. In your search results, find and click the Zoom for Salesforce Lightning 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 Admins Only and click Install.
   Notes:
   • We recommend installing for Admins Only, instead of for All Users, as this provides elevated admin permissions for the Zoom for Salesforce Lightning app within Salesforce. Admins must assign the appropriate permissions for their users; otherwise, their end-users will not have access to the Zoom for Salesforce Lightning integration. Instructions on how to assign the default permission sets included with the app are available in the specific configuration guides for Zoom Meetings, Zoom Webinars, Zoom Phone, Zoom Events, and Zoom Contact Center.
   • Custom permission sets (using your own or profile permissions) are outside Zoom's support scope. Permissions to all related/accessed fields must be granted. Custom permission sets can be used, but for any official troubleshooting, Zoom Support will require adding the default permission sets to the users involved.
9. When prompted, verify and approve third-party access, then click Continue.
   The app will be installed.
   Note: If you encounter the error Oauth Fail! Can't find verify code in cache, Oauth verify code check fail, please re-authorize or This app can’t be upgraded: Platform Cache Partitions Missing feature, please contact Salesforce support.

How to update picklist values

These steps are only required if updating the Zoom for Salesforce Lightning app from 1.X to 2.1, in order to ensure proper picklist functionality, and you are planning on configuring the Salesforce integration with Zoom Meetings, Zoom Webinars, and/or Zoom Phone. New installations of the Zoom for Salesforce Lightning app can skip this section and proceed to the next section below.

1. Sign in to your Salesforce account with admin permissions.
2. In the top-right corner, click the gear icon .
3. Select Developer Console.
4. In the toolbar, click the Debug menu.
5. Click the Open Execute Anonymous Window.
   Alternatively, this can be opened with the Ctrl + E shortcut.
6. In the Enter Apex Code window, enter the following text:
   

   zvc__Zoom_Product_Setting__c zpsc = new zvc__Zoom_Product_Setting__c();
   zpsc.zvc__Status__c = 'Activated';
   zpsc.zvc__Description__c = 'HD video and audio collaboration';
   zpsc.zvc__Product_Name__c = 'Zoom_Meeting';
   Database.insert(zpsc);

7. Click Execute to add the meetings picklist.
8. Repeat steps 4-5 to open the Apex Code window again.
9. In the Enter Apex Code window, enter the following text:
   

   zvc__Zoom_Product_Setting__c zpsc = new zvc__Zoom_Product_Setting__c();
   zpsc.zvc__Status__c = 'Activated';
   zpsc.zvc__Description__c = 'Humanize your connection with large audiences'; 
   zpsc.zvc__Product_Name__c = 'Zoom_Webinar';
   Database.insert(zpsc);

   Note: The previous commands entered in step 6 should be cleared before entering the commands above.
10. Click Execute to add the meetings picklist.

Note: If the commands provided in steps 6 and 9 are performed together, an Execute Anonymous Error message will appear.

Next steps

Now that the Salesforce app is installed, follow one or more of the following guides for configuring your Zoom account with Salesforce for each of the supported Zoom products:

• Configuring Salesforce with Zoom Meetings
  • Using Zoom Meetings in Salesforce
• Configuring Salesforce with Zoom Webinars
  • Using Zoom Webinars in Salesforce
• Configuring Salesforce with Zoom Phone
  • Using Zoom Phone in Salesforce
• Configuring Salesforce with Zoom Contact Center
  • Using the Zoom Contact Center Salesforce Integration
• Configuring Salesforce with Zoom Events
  
  • Using Zoom Events in Salesforce

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 migrate Zoom Meetings records, Zoom Webinars records, and Zoom Phone records to maintain historical records for interactions with contacts and leads.