Salesforce for Team Chat

Salesforce for Team Chat

How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
How it works: Salesforce for Team Chat
Categories:
CRM
+1
Works In:
Overview

The Salesforce for Zoom Team Chat helps businesses collaborate within Team Chat by accessing Salesforce’s cloud-based CRM. This app allows users to search, post, and subscribe to record updates without having to switch back and forth between applications.


Available features include the ability to: 

  • Leverage slash commands to access Salesforce
  • Search for records
  • Set alerts and get notifications for updates on records
  • Add chat messages as notes to Salesforce records


Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account, others you're allowed to access, and others included in that information.

Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with your account and others you're allowed to access

Manage account profile and contact information, which may include adding or removing users, or updating a user's role, group, name, display name, picture, email address, phone number, job information, location, and other profile information if authorized by a user with appropriate permissions.

Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.

Associated with your account, others you're allowed to access, and others included in that information.

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

User

user:write:admin

Team Chat

imchat:bot

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