Configuring Zoom Scheduler with the Salesforce Lightning app

The Zoom Scheduler Salesforce integration streamlines workflows by automatically creating event records in Salesforce under a contact when an appointment is scheduled with the Zoom Scheduler, including real-time meeting details such as attendees, time, and meeting summary.

Requirements for setting up Zoom Scheduler Salesforce Integration

Table of Contents

Sync scheduled event data including UTM parameters with Zoom Scheduler

Note: This functionality only exists in package version 2.29.0 or higher.

The Zoom Scheduler integration syncs all scheduled events to Salesforce, regardless of whether UTM parameters are included in the scheduling request. Previously, only events with UTM parameters were synced. While UTM parameters such as utm_campaign, utm_content, utm_medium, utm_source, and utm_term, if present in the Scheduler link, will continue to be captured and associated with the event, they are no longer required for syncing to occur.

If the host also has the Meetings portion of the integration set up, meeting information will sync to the Zoom Meeting object as usual.

Note: When an event is synced, the following data is published to Salesforce: event title, start and end times, host email, booker email(s), and any associated UTM parameters.

How to assign the Zoom for Lightning app Permissions Set

  1. Sign in to your Salesforce account with admin permissions.
  2. In the top-right corner, click the gear icon .
  3. In the drop-down menu, click Setup.
  4. In the Quick find search bar, search for and select Permission Sets.
    A list of available permissions sets are displayed.
  5. Depending on if you are configuring admins or ordinary users, choose the following permissions sets from the list:
  6. Click Manage Assignments.
  7. In the top right corner, click Add Assignment.
  8. Select the user(s) to add these permission sets to, and then click Next to save the changes.
  9. (Optional) Configure the expiration date for the user(s) to retain this permission set. Otherwise, click Assign to set the permission set indefinitely.
  10. Click Assign to save the changes.

How to authorize Salesforce to access your Zoom Scheduler appointments

  1. In the top navigation bar, click Zoom User Config.
  2. In the left panel, click Zoom Scheduler Settings.
  3. Under the User Authorization section, click Authorize from Zoom App Marketplace.
  4. Sign in to the appropriate Zoom account (if not already).
  5. Review the permissions and click Allow.
  6. In the new window, click Allow.
    Note: Authorization is required per user in order to use the Zoom Scheduler Salesforce Integration. A Zoom account can only be connected to one Salesforce account at a time.