Syncing external Zoom meetings to Salesforce
Salesforce users may choose to create Zoom meetings using the Zoom web portal or Zoom desktop client. To sync the Zoom meetings into Salesforce as events, the integration reviews Zoom meetings on the Zoom web portal and create events in Salesforce for matching contacts and leads.
How to configure background jobs
To enable and configure the background job:
- Log in to Salesforce as an administrator.
- From the App Launcher, open Zoom Config.
- Under the section Create Events for Non Salesforce Zoom Meetings for matching Contacts / Leads, select the Active check box.
- Choose the start time and interval desired for the job.
- Click save.