Salesforce Sales Cloud 360

Salesforce Sales Cloud 360

Salesforce

How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
How it works: Salesforce Sales Cloud 360
Categories:
Overview

Salesforce’s Sales Cloud is the #1 Growth Platform for Digital Sales. Only Sales Cloud 360 connects all of your sales channels and touchpoints, provides a 360 view of your customer, and has embedded AI throughout your sales process, helping you boost revenue and transform customer experiences.


With the power of Sales Cloud 360 and Zoom your sales organizations can:


  1. Review and improve every sales call by uncovering conversation trends and surfacing coachable moments with Salesforce Einstein Conversation Insights. Unlock actionable insights from your sales calls on Zoom to redefine selling and enablement strategies, prioritize coaching techniques at every deal stage, and accelerate onboarding and training. Check out the video below to learn more about Salesforce Einstein Conversation Insights.
  2. Seamlessly schedule sales calls and reduce the number of no shows by automatically generating Zoom meeting links when using the Insert Availability feature in Salesforce Inbox.


Use the power of your Salesforce CRM together with Zoom to turn every sales call into a revenue generating activity.


Note: for Salesforce Einstein Conversation Insights there is a 3 step setup process.

  1. Integrate Zoom with Salesforce Account (which requires the blue “Sign In to Install” button above)
  2. Enable Einstein Conversation Insights for Zoom
  3. Individual user authentication for Zoom
Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

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.

May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.

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 you and others who participate in Zoom experiences with you

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

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 people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration 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 you and others who participate in Zoom experiences with you

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.

Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.

Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.

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

Meeting

meeting:write, meeting:read

Recording

recording:read

User

user:read

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