How to install the Zoom for Salesforce app

The administrator is responsible for installing the software. The Zoom app is available through the Zoom App Marketplace or you can install it on the Salesforce AppExchange.

Prerequisites for installing the Zoom app in Salesforce

The contact and lead fields should only be encrypted with deterministic encryption if you are using Salesforce Shield Platform Encryption with your Salesforce account. The app installation will be blocked if you use probabilistic encryption.

How to install the Zoom for Salesforce app

  1. As an account administrator, you must log in to the Zoom App Marketplace.
  2. Type Zoom for Salesforce in the search box in the top right corner of your screen and you can find the app.
  3. Search for Zoom for Salesforce in your search results and click to open the app.
  4. Click Visit Website to install the app after pre-approving it (if necessary).
  5. Verify that the app has the required permissions, and then click the Authorize button.
    Once you have completed the installation, you will be redirected to the Salesforce AppExchange listing.
  6. Then click the Download Now button.
  7. Get the app from the App Store and install it
    You’ll need to log into your Salesforce admin account if you don’t already have one.
  8. Click the Continue button once you’ve reviewed and approved third-party access, then click OK when prompted.

Similar Posts