Zoom for Salesforce Lightning

Zoom for Salesforce Lightning

How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
How it works: Zoom for Salesforce Lightning
Categories:
CRM
+1
Overview

Collaborate Happy using Zoom's native integration with Salesforce! With a few clicks, you can start a Zoom Meeting with your contacts and record your conversation in your Salesforce activity history. Schedule or start a Zoom Webinar, add leads and contacts as registrants, and track participation as a part of that contact's details. Use the Zoom Phone dialer to start and manage your Zoom Phone calls, automatically log call activity, and pop contacts directly from the Salesforce interface into Zoom Phone. Additionally, Zoom Contact Center users can save time using single sign-on credentials to login to their Zoom and Salesforce accounts simultaneously, while accessing a host of functionality.


Close business faster:

  • Meet over video with customers
  • Easily manage your inbound and outbound sales calls with a soft Zoom Phone dialer and take notes during your call.
  • Automatically create Salesforce campaigns when Zoom Webinars are created and sync attendee information and webinar participation to contacts.
  • Receive inbound call notifications, access call history and address book, and sync the presence status between Zoom Contact Center and Salesforce Omni-Channel


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 and others you're allowed to access

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

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

May include name, display name, email address, phone number, user ID, and other profile information.

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.

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:read:admin

Contact center

contact_center_user:write:admin, contact_center_preference:read:admin

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