Managing Salesforce CRM fields for Revenue Accelerator

Zoom Revenue Accelerator (ZRA) admins can configure the fields associated with standard Salesforce opportunity, account, lead, and contact objects in ZRA. They can map CRM fields to Revenue Accelerator required fields, and import more CRM fields as additional fields. Field changes may affect saved filters. ZRA admins can also specify the Salesforce API Name and associated Display Name for custom fields, and easily track the total number of imported fields for each object after making their selections. Additionally, ZRA admins will receive reminders of the product impact when redefining, reconfiguring, or removing a custom field from ZRA, ensuring a streamlined and informed configuration process.

Admins can map ZRA fields (both standard and custom) to Salesforce fields (both standard and custom). They can also configure read and write access, or both at the field level, and ensure mappings persist across future syncs and updates without requiring reconfiguration. This feature provides an intuitive user interface for managing field mappings within ZRA’s admin web portal and a secure, bi-directional data sync with error handling and validation for incompatible field types. The bi-directional CRM sync between Zoom Revenue Accelerator and Salesforce (SFDC) allows admins to map standard and custom fields directly. This feature enables greater flexibility in data synchronization, ensuring that data captured in ZRA aligns with the unique data structures of individual organizations using Salesforce.

Learn more about configuring Zoom Revenue Accelerator with a Salesforce CRM.

Requirements for managing Salesforce CRM fields for Revenue Accelerator

• 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.
• Salesforce customers have API access enabled to allow the necessary data sync

How to access CRM fields management for Zoom Revenue Accelerator

Note: Ensure that you first have integrated Zoom Revenue Accelerator (ZRA) with Salesforce.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Integrations, under the CRM Integration setting, locate the CRM fields management setting.
5. Click Manage CRM fields.
   You will be directed to the Manage CRM fields page.

How to manage CRM fields for Zoom Revenue Accelerator

The fields you import will be used as filters and displayed in the product based on your configuration selections. Once imported, these fields will be refreshed every four hours. As any configuration changes will impact any saved views, you may want to notify your teams before making any changes to existing fields.

Manage required fields mapping

This section contains the required fields and their default sync direction. The first option will be the default field that ZRA was using.

Note: Only the fields that share the same type with the target ZRA standard fields would be displayed in this list. For ZRA-required fields (contains the asterisk *), only CRM-required fields will be shown in the dropdown list.

1. Access CRM fields management.
2. Click the Opportunity, Account, Lead, or Contact tab.
3. Under Required fields mapping, manage the CRM fields by clicking the dropdown menu for each CRM field, and then selecting the Salesforce field to import.
   Once the field is selected, the display name will be filled automatically, and the availabilities in tabs will be checked automatically.
4. Determine how data is synced between CRM and Revenue Accelerator:
   
   • No data pulled: No new value for the fields will be synced from CRM to Revenue Accelerator.
   • Sync inbound: Field updates sync from CRM only and cannot be updated in Revenue Accelerator.
   • Sync both ways: Field updates in Revenue Accelerator will sync back to CRM and vice versa.
     Note: Only the Opportunity fields can be set as Sync both ways, including all opportunity custom fields.
5. Under Revenue Accelerator fields, view the mapped field's display names that are reflected in ZRA.
6. Apply the field changes at local time.
7. Click Save.

Manage additional fields importing

Note: You can add a maximum of 20 imported fields.

1. Access CRM fields management.
2. Click the Opportunity, Account, Lead, or Contact tab.
3. Under Additional fields importing, manage the CRM fields by clicking the dropdown menu for each CRM field, and then selecting the field to import.
4. Determine how data is synced between CRM and Revenue Accelerator by setting the sync direction:
   
   • No data pulled: No new value for the fields will be synced from CRM to Revenue Accelerator.
   • Sync inbound: Field updates sync from CRM only and cannot be updated in Revenue Accelerator.
   • Sync both ways: Field updates in Revenue Accelerator will sync back to CRM and vice versa.
     Note: Only the Opportunity fields can be set as Sync both ways, including all opportunity custom fields.
5. Under Revenue Accelerator fields, enter the field's display name for the mapped fields that are reflected in ZRA.
6. Under Appear on these pages, select to display the fields in certain ZRA areas from the following options:
   • Conversations
   • Deals
   • Analytics
7. (Optional) To the right of a field, click the trash icon to remove it.
8. Click + Add a field to add a new Salesforce field, then repeat steps 3-6 to add information for the new field.
9. Apply the field changes at local time.
10. Click Save.

How to apply the field changes at local time

The fields will be immediately applied once saved because your scheduled time has passed, or you can schedule a later time.

Note: To avoid exceeding your CRM API request limit, the next import can only occur at least 24 hours after this scheduled time.

1. Manage CRM fields for Zoom Revenue Accelerator.
2. At the bottom of the page, to the right of Apply the field changes at local time, click the dropdown menus and select the date and time.
3. Click Save.

How to sync fields from CRM

1. Access CRM fields management.
2. In the top-right corner of the page, click the sync button to sync fields from the Salesforce CRM.