Configuring Zoom Meeting with the Zoom for Salesforce app


 

Before users can begin using the Zoom for Salesforce integration, admins must configure the app and enable the Zoom Webinar components.

note icon
Accounts using this 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 in order to maintain historical records for interactions with contacts and leads. 

This article covers:

Prerequisites for configuring Zoom Meetings with the Zoom for Salesforce app

How to find Zoom meeting settings

  1. Log in to Salesforce as an administrator.
  2. From the App Launcher, access Zoom Config then Zoom Meeting Settings.

How to set a default outbound email address

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:

  1. Open Setup.
  2. In the Quickfind Search, enter Organization-Wide Addresses.
  3. Click Organization-Wide Addresses.
  4. Click Add.
  5. Enter a display name and the desired email address.
  6. Select Allow All Profiles to Use this From Address.

How to populate meeting details in the event description

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.

How to disable invitation emails

If you would like to disable the invitation email from sending, enable this setting, Disable invitation emails.

Enable password for non-PMI meetings

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.