Configuring Salesforce with integration users and OAuth authentication

This article provides a step-by-step guide for integrating your organization's Salesforce instances using a dedicated integration user who is provisioned with the Salesforce Integration user license and either the Salesforce API Only System Integrations or Minimum Access - API Only Integrations profile. These instructions are designed to ensure seamless integration and compatibility, especially for organizations planning to install and utilize the latest version of the Zoom for Lightning package.

Notes:

Learn more about integrating Revenue Accelerator with Salesforce and configuring Revenue Accelerator in Salesforce.

Requirements for configuring Salesforce with integration users and OAuth authentication

Table of Contents

How to create a new integration user

  1. Sign in to the Salesforce Settings page as an admin.
  2. In the navigation menu, under Administration, click Users then click the Users tab.
  3. On the Users page, click New User.
    You will be directed to the user setup page.
  4. Under General Information, enter the required information for the user and use the following configurations:
  5. Click Save.
  6. Once the integration user is created, access Permission Set License Assignments, then click Edit Assignments.
  7. Enable Salesforce API Integration.
  8. Click Save.
    After saving, an email will be sent to the integration user's email address to verify the account and create a password.

How to create permission sets

Create a permission set for the same profile that's used for the integration user.

  1. Sign in to the Salesforce Settings page as an admin.
  2. From the Setup menu, under Administration, click Users then click Permission Sets.
  3. Click New.
    You will be directed to the permission set setup page.
  4. In the Enter permission set information section, enter the permission set details.
  5. (Optional) Select the Session Activation Required checkbox.
  6. In the Select the type of users who will use this permission set section, click the License dropdown and select --None--.
    Selecting --None-- allows the permission set customizations to be flexible regardless of which user licenses customers choose. In this case, it is a good fit for the Salesforce Integration user license.
  7. Click Save.

Access permission set overview page

  1. From the Setup menu, under Administration, click Users then Permission Sets.
  2. Select the permission set you want to manage.
    The permission set overview page will appear.

How to edit permission sets

Once a permission set is created, edit the following information.

Note: Enabling all permissions for the following objects and fields prevents the need for customers to retroactively update the permission set if future use cases arise. For example, a Zoom Revenue Accelerator (ZRA) object may only need to be read today but may need updates later.

Edit Account information

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Click Accounts.
    You will be directed to the Accounts page, which shows an overview of standard objects and Zoom objects.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit Contacts information

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Click Contacts.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit Opportunities information

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Click Opportunities.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit Leads information

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Click Leads.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit Tasks information

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Click Tasks.
  4. In the Field Permissions section, select Read Access and Edit Access for all fields.
  5. Click Save.

Edit Zoom Call Logs information

Note: This is used for Zoom for Salesforce Lightning-managed package versions 2.9.0 or later.

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Access Zoom Call Logs.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit Zoom Meetings information

Note: This is used for Zoom for Salesforce Lightning-managed package versions 2.9.0 or later.

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Access Zoom Meetings.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit Zoom ZRA Analysis information

Note: This is used for Zoom for Salesforce Lightning-managed package versions 2.9.0 or later.

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Access Zoom ZRA Analysis.
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

Edit other Zoom objects information

Note: For Zoom for Salesforce Lightning-managed package versions earlier than 2.9.0, enable similar permission settings as the above sections for the following Zoom objects.

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click Object Settings.
  3. Access the either of the following Zoom objects:
    • Zoom Call Logs (zoom_app__ZOOM_call_log__c)
    • Zoom Events (zoom_app__Zoom_Event__c)
  4. In the Object Permissions section, select the following checkboxes:
    • Read
    • Created
    • Edit
    • Delete
    • View All
    • Modify All
  5. In the Field Permissions section, select Read Access and Edit Access for all fields.
  6. Click Save.

How to configure system permissions for the permission set

Enable permission to Activities Related Fields

Note: This is used for tasks and events.

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click System Permissions.
  3. Click System to expand the list of system permissions.
  4. To the right of the permission name, under the Enabled column, select the checkbox to enable the permission:
  5. Click Save.

Enable permission to users and roles

Note: This is used to pull team information.

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click System Permissions.
  3. Click User to expand the list of user permissions.
  4. To the right of the permission name, under the Enabled column, select the Manage Users checkbox to enable the permission.
    Note: This automatically enables other settings.
  5. Click Save.

Enable permission to Change Data Capture permissions

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click System Permissions.
  3. Click Change Data Capture to expand the list of permissions.
  4. To the right of the permission name, under the Enabled column, select the checkbox to enable the permission:
  5. Click Save.

Enable permission to Others

  1. Access the permission set overview page of the permission set you want to manage.
  2. Click System Permissions.
  3. Click Others to expand the list of permissions.
  4. To the right of the permission name, under the Enabled column, select the API Enabled checkbox to enable the permission.
  5. Click Save.

How to assign a permission set to an integration user

After edits to the permission sets are made and system permissions are configured, you can assign the permission set to an integration user.

  1. Access the permission set overview page of the permission set you want to manage.
  2. At the top of the page, click Manage Assignments.
  3.  Click Add Assignment. 
  4. Select the user to whom you want to assign the permission set.
  5. Click Assign.
  6. Click Done.
    After this step, the user will be assigned the permission set.

How to use the OAuth method in Revenue Accelerator

In ZRA, set up the Salesforce integration using the OAuth method.

Note: For Zoom for Salesforce Lightning accounts, verify that ZRA Analysis and/or Task objects are updated in Salesforce accordingly.

Verify ZRA data in Deals

  1. Sign in to the Zoom web portal with the Salesforce integration user credentials.
  2. In the navigation menu, click Revenue Accelerator, then click Deals.
  3. Click the Open Deals tab.
  4. On the Deals dashboard, verify that the ZRA data is accurately displayed from the Salesforce integration.

Verify ZRA data in Teams

  1. Sign in to the Zoom web portal with the Salesforce integration user credentials.
  2. In the navigation menu, click Revenue Accelerator, then click Teams.
  3. On the Teams page, verify that the ZRA data is accurately displayed from the Salesforce integration.