Setting up the Zoom in your org

Install the Zoom App in Salesforce

You can install the Zoom app in Salesforce AppExchange or Zoom Marketplace. Alternatively, you can install it using the following link:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qEuqEAE
1. Navigate to the Zoom Marketplace and sign in as an Admin.
2. Search for Salesforce and click the app.
3. Pre-approve the app if necessary and click Visit site to install.
    

4. Verify the permissions the app requires and click Authorize:
    

5. You will be redirected to the listing in Salesforce AppExchange:

6. Click Get It Now:

7. Log in to your Salesforce admin account, if necessary.

If you are directed to the Trailblazer Login page, copy the link into your browser and load it on a tab where you are already logged in to Salesforce.

8. Select if you want to Install in production or Install in sandbox:

9. Review the installation details and confirm that you have read and agree to the terms and conditions:


10. Select Confirm and Install.
11. On the following page, choose the option to Install for Admins Only.

12. Click Install.
13. When prompted, verify and Approve Third-Party Access. Check the Field and click Continue.

14. The Zoom App will then be installed. Once complete, verify that the Zoom App is installed on the Installed Packages page.
 

Configure the Zoom App in Salesforce

Configure the Zoom Settings

These settings are for Admins to set organization-wide settings.

• Mail Default From Address: If you want to configure an outbound email for all your meeting invitation emails, you can add an Organization-wide email address. Select your desired email address from the list for the field Mail Default From Address. For information on configuring your Organization-Wide Email, see Configuring Org-Wide Email addresses.
• Populate Meeting Details in Event Description:  If you would like to populate meeting details into the event's description field automatically, check the Field for Populate Details into Event Description. Note: If you are using Salesforce for Outlook, we recommend enabling this setting.
• Disable Invitation Email: If you want to disable the invitation email from sending, enable this setting.
• Enable Password for Non-PMI Meeting: If you would like to require passwords for meetings for all users on your account, enable this setting. A password will be automatically generated for each meeting created in Salesforce.

Configure User Settings

These settings are for the currently logged-in user. Each user will need to configure these settings to match their preferences.

• Enable Personal Meeting ID: To create your meetings in Salesforce, use your Personal Meeting ID (PMI) instead of a generated meeting ID; check the Field for PMI Enabled for Scheduled Meeting.
• Email Attendees at Meeting Start: To be able to send an email to your meeting attendees when you start a meeting, check the Field for Send Email to Attendees at Launch.
• Send an ICS attachment in Invitation Emails: To add an ICS file attachment to meeting invites, check the Field for Send ICS in Invitation Email.
• Disable Invitation Email: If you want to disable the invitation email from sending, enable this setting. Note: This setting depends on the organization setting configured by Salesforce Admins.
• User Password Settings: If the admin on your account has enabled passwords for your non-PMI meetings, users can choose whether to use the same password for their PMI Meetings, set a password, or generate a random password. 

Setup User Access for the Zoom App

By default, all users have permission to use the Zoom-connected app. If you would like to limit access to the Zoom App, you can change the default permissions to restrict access to specific users in your organization. Note: If you use the default user access settings, move on to the Zoom and Salesforce User Mapping sections. The following steps utilized Salesforce Classic when navigating through these steps.
Follow the steps below:

1. Navigate to edit the Zoom App policy:

• Salesforce Classic: Navigate to Administration Setup > Manage Apps > Connected Apps and click Edit for the Zoom App.
• Salesforce Lightning: Navigate to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps > Zoom > Edit policies.

2. Under OAuth policies, set Permitted Users to Admin-approved users are pre-authorized.

3. Click Save.
4. Navigate to Setup and search for Permission Sets.
5. Clone the permission sets for Zoom Admin and Zoom User. You will need to give new labels for the new permission sets.
6. For each new permission set, click Assign Connected Apps > Edit.

7. You will add Zoom to Enabled Connected Apps and click Save.

8. You can then add users to each permission set. Click the permission set and then choose Manage Assignments. Most of your users will likely only need the Zoom User permission set. For reference, the Admin and User have the following privileges:

• Zoom Admin:
  • Setting for API Key and Secret (org level setting)
  • Personal Setting for Zoom Meetings (user level setting)
  • Customized read/write objects
  • Visual force pages in Zoom Package
• Zoom User:
  • Setting for Zoom Meetings (Google Calendar Notifications, Use Personal Meeting ID, Send email to attendees before launch)
  • Customized read/write objects
  • Visual force pages in Zoom Package

Add Users to the Zoom Permission Set

After completing the steps above, you can manually add one user at a time to either permission set.

To add one user:

1. Navigate to Manage Users > Users
2. Click your desired user
3. Click Edit Permission Set Assignments
4. Add the Zoom Permission set to the user

To add Multiple users:
Salesforce Classic:

1. Navigate to the desired permission set.
2. Click Manage Assignments
3. Select the users you would like to add and add them to the permission set.

Salesforce Lightning:

1. Navigate to Setup > Administration > Users > Permission Sets.
2. Click Manage Assignments

3. Select the Users you would like to add and add them to the permission set.

Zoom and Salesforce User Mapping

The Zoom App requires a Salesforce user's email to match their email address in Zoom. If this is not configured correctly, the integration will not work properly for users. For this reason, be sure that the email address of your Salesforce users are unique and match that of their email addresses in Zoom. Without this critical step, the integration won't work correctly for users.
For example, in the screenshot below, User, Integration's email (integration@example.com) must match the email address used in Zoom.

For information on customizing Salesforce objects for Zoom, see Zoom and Salesforce Object Customization. 
 

Contact Page Layout Customization 

1. Navigate to Setup and search for Object Manager.
2. Click the Contact (Student) object.
3. Click Page Layouts.
4. Click the dropdown next to the Contact layout and click Edit.
5. Click Buttons and move the Start Zoom Meeting to the layout.

7. Click Quick Actions and move the Start Zoom Meeting to the layout.

8. Click Save.

Lead Page Layout Customization 

These steps are only needed if you are using the LEAD object and wish to use Zoom integration:

1. Navigate to Setup and search for Object Manager.
2. Click the Lead object.
3. Click Page Layouts.
4. Click the dropdown next to the Contact layout and click Edit.
5. Click Buttons and move the Start Zoom Meeting to the layout.
6. Click Quick Actions and move the Start Zoom Meeting to the layout.
7. Click Save.

Event Page Layout Customization 

1. Navigate to Setup and search for Object Manager.
2. Click the Event object.
3. Click Page Layouts.
4. Click the dropdown next to the layout and click Edit.
5. Click Buttons and move the Start Zoom Meeting to the layout.
6. Click Quick Actions and move the Start Zoom Meeting to the layout.
7. Create a new section.

8. Name the section: Zoom Meeting Information and add the following fields:
   • Use Personal Meeting ID
   • Enable Join Before Host
   • Schedule a Zoom Meeting
   • Enter the Email Addresses of Attendees
   • If you want to use Timezone for the event, add the fields below.
     • Customer Timezone
     • Customer Start Time
     • Customer Meeting Duration
9. Create a new section named Zoom Meeting Details.
10. Select Visualforce Pages and Add ZoomEventDetail to this section. 

11. Configure the height to 400 and click Ok.
12. Click Save.

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