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.

Prerequisites for setting up Zoom Scheduler Salesforce Integration

• Zoom Pro, Business, or Enterprise account
• Zoom account owner or admin privileges; or relevant role/privilege
• Zoom Scheduler add-on
• Salesforce admin account
• Already installed the Zoom for Salesforce Lightning app
• Salesforce Trailblazer account
• Salesforce admin account
• Supported Salesforce platforms:
  • Sales Cloud
  • Lightning
  • Lightning Console

How to configure meeting settings for the Zoom for Lightning app

1. In the top-left corner, click the 9-dots App Launcher icon to search for and select Zoom Admin for Lightning.
   The supported Zoom products will be listed.
2. Under Zoom Meeting, click Activate.
   This will add the Zoom Meeting Settings option to the left-side panel.
3. Click Zoom Meeting Settings, then select the following:
   • Populate Details Into Event Description: This will include the meeting invitation details in the calendar event’s description field.
   • Create Events for Non Salesforce Zoom Meetings for Matching Contacts / Leads: This will synchronize meetings created outside of Salesforce to Salesforce and associate the matching contact or lead with the created event.
4. Click Save to confirm changes.

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:
   • Admin users: Click Zoom Admin.
   • Ordinary users: Click Zoom Meeting User.
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 Meeting 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.

How to add Zoom Scheduler details to Salesforce Event page

1. In the top-right corner, click the gear icon .
2. In the drop-down menu, click Setup.
3. On the top navigation bar, click the Object Manager tab.
4. Search for and select Event.
5. In the left panel, click Page Layouts and then select Event Layout.
6. Under Mobile & Lightning Actions, drag Make it a Zoom Meeting and Sync Meeting Details to the bottom of the layout in the Salesforce Mobile and Lightning Experience Actions section.
   Note: You may need to click the wrench icon before dragging fields.
7. In the top right corner, click Save.
8. Select an event in Salesforce.
9. Click the gear icon  and select Edit Page.
10. From the left panel, scroll down to Custom - Managed.
11. Click and drag the zoomMeetingDetail component to the right Events area.
12. In the top right corner, click Save.
13. In the new window, click Activate.
14. Select Assign as Org Default.
15. In the top right corner, click Save.