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.
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.
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: