Starting Zoom Meetings in Salesforce
Frequently asked questions about Zoom Meetings
Some of my meetings that were scheduled outside of Salesforce are not showing. How do I get these meetings synced with Salesforce?
These meetings are available in the External Zoom Meetings tab.
Which objects am I able to start meetings from?
You can start Zoom Meetings from Leads, Contacts, Cases, and Events. If the Field Service Lightning feature is enabled, you can also start meetings for service appointments.
Where can I start the Zoom Meeting?
Zoom Meetings can be started from the Global Action menu or buttons added to the page layouts.
Is the Google Calendar integration configuration optional?
Yes, the Google Calendar integration is not required to use the Zoom App for Salesforce. This setting is only if you would like to sync your Zoom Meetings to Google Calendar.
What is the login type setting on the configuration page?
The login type refers to how you log into Zoom:
Work Email: To log in to Zoom with your email address and password.
Google: To login with Google.
SSO: To log in through your company’s Single Sign-On (SSO) service to access Zoom.
Facebook: To log in with Facebook.