Configuring Revenue Accelerator with Salesforce for Lightning

After you have installed the Salesforce integration, you will need to configure the integration with one or more of the supported Zoom products, including Zoom Revenue Accelerator (ZRA). This article guides admins through configuring Salesforce with Zoom Revenue Accelerator.

Requirements for configuring Revenue Accelerator with Salesforce for Lightning

• 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.
• Zoom for Lightning v2.9 and above (latest recommended)
  Note: This is only required if using the setting In a custom object created by the Zoom for Lightning application (recommended).

How to upgrade a Salesforce package

Note: This is configured only after you have already completed the Salesforce installation and configuration and have been using the Salesforce package. The steps below will update the Zoom for Lightning package to the latest available, which is recommended.

Upgrade a Salesforce package

1. Sign in to Salesforce.
2. In the top-right corner, click Setup Menu .
3. In the navigation menu, click the Apps dropdown menu, select Packaging, and then click Installed Packages.
4. View the Version Number column to confirm your package's version number.
5. Access the Zoom for Lightning listing in Salesforce AppExchange.
   Note: You can view the most recent package version on the listing in the More Details tab.
6. Click Get It Now.
   A pop-up window will appear.
   Note: If you are presented with a pop-up window requiring login, ensure to use your Salesforce credentials for the Salesforce instance for which you are upgrading the Zoom for Lightning package. You may need to click the Trailblazer.me Log In button and then select Salesforce.
7. In the window, choose the production or sandbox environment where you want to install/upgrade the package and click Install in Production.
   Note: This may display as Sandbox if you selected a Sandbox environment.
8. In the Confirm Installation Details window, view the installation details, select the I have read and agree to the terms and conditions checkbox, and then click the Confirm and Install button.
   You will be directed to the Salesforce login page to continue the installation.
9. Sign in with the account into the production or sandbox environment in which you want to install/upgrade the package.
   You will be directed to an upgrade page that provides upgrade details and options.
10. On the upgrade page, select one of the following options:
    • Install for Admins Only
      Notes:
      • This is the recommended option.
      • This upgrades and grants permissions to admins only.
      • Permission sets have to be assigned to users who need to use the package.
    • Install for All Users
      
    • Install for Specific Profiles
11. Click Upgrade.
    The package will be upgraded and you will receive an email once the upgrade installation is complete.
    Note: This will most likely display a “This app is taking a long time to upgrade” (or it could also say "Install if this was a new install") message. Please note that this is expected. Wait for the email or verify the installation is done by looking at the package version number as explained previously.

Confirm new settings

New settings may appear after you upgrade a Salesforce package, depending on your previous version number.

1. Sign in to Salesforce.
2. In the top-left corner, click the 9-dots App Launcher icon to search for Zoom Admin for Lightning.
3. Under Available Products, select the relevant product, and click Settings.
   The following settings will appear:
   • Zoom Meetings settings
   • Zoom Phone settings
4. View and confirm the settings that you want.

How to configure the Lighting Web Component

Configure opportunities, leads, contacts, and accounts with the Lightning Web Component. Only conversations that are relevant to the opportunity, lead, contact, or account will appear.

Add the Insights tab and Lighting Web Component to opportunities, contacts, leads, and accounts

1. Sign in to Salesforce.
2. Select one of the following objects:
   
   • Opportunities
   • Leads
   • Contacts
   • Account
3. Depending on the tab you clicked, select the opportunity/lead/contact/account record you want to manage.
4. In the top-right corner, click Setup Menu , then click Edit Page.
   The Lightning App Builder will open. 
   Note: The Lightning Web Component can be added to various sections of the page layout. The following will describe how to add it to the Tabs component.
5. Select the Tabs component on the layout that you want to add the Lightning Web Component to.
6. In the right panel, under Tabs, click Add tab and edit the tab's following information:
   1. Click the tab name to edit the Tab Label, and change the tab label to Insights or choose Custom to provide your custom name.
   2. (Optional) Configure the Set Component Visibility.
   3. (Optional) Click + Add Filter to add filters to the tab.
   4. Click Done.
7. In the left panel, under Custom - Managed, click and drag the zraDetail package object onto the Insights or Custom tab page.
   The Zoom Revenue Accelerator details and conversation information will automatically appear.
   Note: Depending on if there is data for the opportunity/lead/contact/account, ZRA details and conversation information will be displayed. If nothing is associated with this, no information will be displayed.
8. In the top-right corner, click Save.
   Note: In some cases, during the save process, you may be asked to activate this page by clicking Activation in the top-right corner. Ensure that you activate the page for the entire company/organization or the relevant level required.
9. Repeat the process for the other objects.

Note: The same process can also be used to add the Lightning Web Component to the Task (Zoom Phone Calls) and Event (Zoom Meetings) objects to display the Zoom Revenue Accelerator detail directly related to the individual Task or Event. 

How to ensure optimal matches between ZRA conversations, Zoom Phone, and Zoom Meetings in Salesforce (admin and user)

Note: First, ensure that Revenue Accelerator is integrated with Salesforce and that the Insights (or custom) tab and Lighting Web Component are added to opportunities, contacts, leads, and accounts objects.

(1) Authorize Salesforce access to Zoom Phone and Zoom Meeting

Authorize Zoom Phone

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 Phone Settings.
4. Under User Authorization, click Authorize from Zoom App Marketplace.
   After authorization is confirmed, Zoom Phone calls can be pulled into Salesforce. When ZRA conversations are analyzed, it will contact Salesforce and match up the conversation and Zoom Phone call record. The related conversation will display the correct contact, account, opportunity, and so on.

Authorize Zoom Meetings

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 Meeting Settings.
4. Under User Authorization, click Authorize from Zoom App Marketplace.
   After authorization is confirmed, Zoom Meetings can be pulled into Salesforce. When ZRA conversations are analyzed, it will contact Salesforce and match up the conversation and Zoom Meeting record. The conversation will display the correct contact, account, opportunity, and so on.

(2) Match information in Salesforce

Note: The following sections describe using the default layouts. This may differ in your environment and you may need to contact your Salesforce administrator for specific steps for your Salesforce environment.

Match information in Zoom Phone

1. Sign in to Salesforce.
2. Access Opportunities.
3. Select the opportunity you want to manage.
4. On the right side of the page, under Contact Roles, click a contact, then click the contact's phone number to call it.
   The Zoom Phone dialer will appear.
5. In the Zoom Phone dialer, view the following information:
   • Subject: Click the subject to associate the current task with the corresponding contact or lead.
   • Contact/Lead: The contact or lead information will automatically appear in the Contact/Lead field.
   • Relate to: When the contact answers the call, the Zoom Phone dialer will relate to the specific opportunity that you have accessed.
   • Comments: Enter comments or a message.
   • Disposition: Click the dropdown menu and select a disposition.
6. Click Save.
   Note: Depending on your application version, you may not see a Save button if the Auto save call logs option was enabled in the Zoom Admin for Lightning app. 

Notes:

• If the Contact/Lead and/or the Relate to fields are not filled in, ZRA will attempt to automatically match these fields. If you already filled in the Contact/Lead and/or the Relate to fields, ZRA will ensure that these fields are matched correctly. It is always recommended to complete these fields to ensure an accurate match.
• If the Name and/or the Relate to fields are not filled in, ZRA will attempt to automatically match these fields. If you already filled in the Name and/or the Relate to fields with an opportunity, ZRA will ensure that these fields are matched correctly.
• It is important to have the correct contact/lead and Related To fields. If those are correct, then ZRA has the best possible opportunity to match the correct objects within Salesforce.

Match information in Meetings

1. Sign in to Salesforce.
2. Access Contacts.
3. Select the contact record you want to manage.
4. On the right side of the page, click the Activity tab.
5. Click the New Event icon, then edit the following information:
   
   • Subject
   • Description
   • Start and End dates and times
   • Name: The contact name will appear.
   • Related To: Click the dropdown menu to select what you want to relate this to, then search for the exact object you want to relate this to.
6. Under Schedule a Zoom Meeting, select the checkbox.
   When selected, the Zoom Meeting scheduling will be automated.
   Note: This needs to be added by your Salesforce admin.
7. Click Save.
   The Zoom meeting will be scheduled and will appear in the Upcoming & Overdue section of the Activity tab.

When ZRA contacts Salesforce for this meeting, it will allocate it to the correct contact, account, and opportunity.

How to authorize Salesforce to access Zoom Revenue Accelerator

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.

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 cancel authorization of Salesforce for 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. 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.