Learn more about 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.
Before users can begin using the Zoom for Salesforce integration, admins must configure the app and enable the Zoom Webinar components.
This article covers:
To set a default outbound email address for all your meeting invitation emails, in the Mail Default From Address field, select an email address from the dropdown list.
To add addresses to the Mail Default From Address picklist:
Enable this setting, Populate meeting details in event description, to automatically populate meeting details into the description field of the event.
Note: If you are using Salesforce for Outlook, we recommend enabling this setting.
If you would like to disable the invitation email from sending, enable this setting, Disable invitation emails.
If you would like to require passwords for meetings for all users on your account, enable this setting. Zoom automatically generates a password for each Zoom meeting created in Salesforce.