Configuring Revenue Accelerator with Salesforce for Lightning

Account owners and admins have the ability to allow deal owners, managers, and other users to update deal data for the sellers on their teams. This permission is configured at the user level within the Zoom for Salesforce Lightning application, where all users must authenticate to gain access. With this feature, managers, deal owners, and other users can make changes to deal data during one-on-one coaching sessions, enabling them to better guide and assist their team members in the sales process.
Note: This feature is only compatible with Zoom for Salesforce Lightning application version 2.17.0 or later.

Requirements for updating deal data for sellers

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner, admin privileges, or a custom role that has account settings view/edit permission enabled
• Account utilizing any of the supported CRM tools
  Note: The account admin must integrate their Customer Relationship Management (CRM) account with Zoom so that Zoom can sync deal progress with Zoom Revenue Accelerator and provide additional analytics.

How to authorize Salesforce to access Zoom Revenue Accelerator

1. Sign in to Salesforce.
2. In the top-left corner, click the 9-dots App Launcher icon to search for Zoom User Config.
3. In the left panel under Zoom User Settings, click Zoom Revenue Accelerator Settings.
4. Under the User Authorization section, click Authorize Salesforce.
   You will authorize access to your Salesforce account for syncing data between Salesforce and Zoom Revenue Accelerator.
5. Sign in to the appropriate Zoom account (if not already).
6. Review the permissions and click Allow.
   Note: A Zoom account can only be connected to one Salesforce account at a time.

How to set user-level Revenue Accelerator settings

1. Sign in to Salesforce.
2. In the top-left corner, click the 9-dots App Launcher icon to search for Zoom User Config.
3. In the left panel under Zoom User Settings, click Zoom Revenue Accelerator Settings.
4. On the Zoom Revenue Accelerator Settings page, under User Authorization, click Authorize Salesforce.
   An authorization confirmation page will appear.
5. (Optional) To cancel the user authorization, on the Zoom Revenue Accelerator Settings page, under User Authorization, click Cancel authorization of Salesforce.