Guide to Zoom Integration with Salesforcee.
How to Integrate Zoom with Salesforce:
Now that we have discussed the features of Zoom integration with Salesforce, let’s take a look at how to integrate the two tools.
Step 1: Create a Zoom Account
The first step to integrating Zoom with Salesforce is to create a Zoom account. You can sign up for a free or paid Zoom account, depending on your needs.
Step 2: Install the Zoom App for Salesforce
Once you have a Zoom account, you can download and install the Zoom app for Salesforce from the Salesforce AppExchange. This app allows you to schedule and track your Zoom meetings directly from Salesforce.
Step 3: Connect Your Zoom Account to Salesforce
After you have installed the Zoom app for Salesforce, you need to connect your Zoom account to Salesforce. To do this, go to the “Zoom Settings” tab in the Zoom app and enter your Zoom account credentials.
Step 4: Set Up Zoom Meeting Fields in Salesforce
Next, you need to set up Zoom meeting fields in Salesforce. This allows you to track your Zoom meetings directly in Salesforce. To set up the fields, go to the “Zoom Meeting” object in Salesforce and create the necessary fields, such as “Meeting Date,” “Meeting ID,” and “Meeting Password.”
Step 5: Schedule a Zoom Meeting in Salesforce
Once you have set up the Zoom meeting fields in Salesforce, you can schedule a Zoom meeting directly from Salesforce. To do this, go to the “Zoom Meeting” object and click the “New” button. Enter the details of the meeting, such as the date, time, and participants, and click “Save.”
Step 6: Track Your Zoom Meetings in Salesforce
After you have scheduled a Zoom meeting in Salesforce, you can track the meeting directly in Salesforce. To do this, go to the “Zoom Meeting” object and select the meeting you want to track. You can see who attended the meeting,how long the meeting lasted, and what was discussed. This information is automatically captured and stored in the Zoom meeting fields that you set up in Salesforce.
Step 7: Auto-Populate Zoom Meeting Information in Salesforce
To auto-populate the Zoom meeting information in Salesforce, you need to configure the “Zoom Meeting” object in Salesforce. Go to the “Object Manager” in Salesforce, select the “Zoom Meeting” object, and click “Fields & Relationships.” Next, create a new field called “Zoom Meeting URL” and select the “Formula” data type. In the formula editor, enter the following formula:
This formula generates a clickable link that takes you directly to the Zoom meeting. You can then add this field to your Zoom meeting page layout to make it easily accessible.
Step 8: Record Your Zoom Meetings in Salesforce
To record your Zoom meetings in Salesforce, you need to configure the “Zoom Meeting” object in Salesforce. Go to the “Object Manager” in Salesforce, select the “Zoom Meeting” object, and click “Fields & Relationships.” Next, create a new field called “Recording URL” and select the “Formula” data type. In the formula editor, enter the following formula:
https://zoom.us/recording/details/
This formula generates a clickable link that takes you directly to the recording of the Zoom meeting. You can then add this field to your Zoom meeting page layout to make it easily accessible.
Step 9: Create Zoom Meeting Reports in Salesforce
To create Zoom meeting reports in Salesforce, you need to configure the “Reports” section in Salesforce. Go to the “Reports” tab in Salesforce and click “New Report.” Select the “Zoom Meeting” object as the primary object and add the fields that you want to include in the report. You can then save the report and run it to analyze your Zoom meeting activity.
Integrating Zoom with Salesforce can provide many benefits for businesses. It allows you to streamline your workflows, improve your productivity, and track your meeting activity directly in Salesforce. With the step-by-step guide provided in this blog, you can easily integrate Zoom with Salesforce and start reaping the benefits of these two powerful tools.