How to set up user access for the Zoom app in Salesforce

Zoom’s connected app is available to all users by default, and all users have permission to use it. If you change your Zoom app’s default permissions, you can restrict access to specific users in your organization if you want to restrict access to the Zoom app.

Note: We recommend that you continue to the Zoom and Salesforce User Mapping section if you are using the default user access settings.

Requirements for setting up user access for the Zoom app

  • A Zoom account licensed for business purposes
  • Ownership or administrative rights for the account
  • During the installation of the Zoom for Salesforce app, you must do the following:
  • Zoom Meeting has been configured by the Salesforce admin and the Zoom Meeting objects have been added to the respective Salesforce layouts as Zoom Meeting objects.
    Note: It’s important that you contact your Zoom and Salesforce admins if you don’t see the app installed or if you don’t see any features available.

How to set up user access for the Zoom app

Here are the steps you need to follow to set up user access for the Zoom app:

  1. Edit the Zoom app policy:
    • Salesforce Classic:
      1. From the Administration setup, click Manage Apps and then click the Manage Apps button.
      2. You can find the Zoom app under Connected apps. Click Edit to edit the Zoom app.
    • Salesforce Lightning:
      1. In the setup, click on Platform Tools after opening it.
      2. Connected apps can be found by clicking Apps and then Connected apps
      3. After clicking “Manage connected apps”, you can click “Zoom”.
      4. To edit a policy, click the Edit Policies button.
  2. The Allowed Users setting should be set to Admin-approved users are pre-authorized within OAuth policies.
  3. Then click the Save button.
  4. Then, under Management, click the Users link.
  5. In the next step click on Permission Sets.
  6. The Zoom User and Zoom Admin permission sets should be cloned.
    To create new permission sets, you need to give them new labels.
  7. It’s important that you click Assign connected apps and then click Edit for each new permission set you want to assign.
  8. Make sure Zoom has been added to the list of enabled connected apps.
  9. After making your changes, click the Save button.
    Each permission set can then be supplemented by adding users.
  10. Select the permission set you want to manage, then click the Manage Assignments button.
    The Zoom user permission set is probably all that is needed by most of your users. The following is a list of permissions that the admin and the user have for reference:
    • Zoom Admin
      • Setting for API keys and secrets (at the organization level)
      • (User Level Settings) for Zoom Meetings (Personal Settings)
      • Objects that can be customized to be read-only or read-only
      • A visual force page is included in the Zoom package
    • Zoom user
      • The Zoom meeting settings are as follows: Google calendar notifications, personal meeting ID, email in advance to all participants and others interested in attending)
      • Objects that can be customized for read/write access
      • An overview of the Visual Force pages included in the Zoom package

How to add users to the Zoom permission set

After completing the steps above, you can manually add one user at a time to each permission set after completing the steps above.

Add a user

A user can be added to the Zoom permission set by following the steps below:

  1. Click Manage Users and then click Find Users.
  2. Just click on the name of the user you want to contact.
  3. In the Permission Set Assignments section, click the Edit button.
  4. It is required to grant the user the Zoom permission set.

Add multiple users

A Zoom permission set can be added to a Salesforce Classic or Lightning account by adding multiple users.

Salesforce classic

  1. Locate the permission set you are looking for.
  2. Select Manage Assignments from the drop-down menu.
  3. If you want to add users to the permission set, you must select and add the users you want.

Salesforce Lightning

  1. After clicking Setup, you can click Administration.
  2. After clicking Users, you will be taken to Permission Sets.
  3. Select Manage Assignments from the drop-down menu.
  4. To add users to a permission set, you must select the users you want to add and add them.

frequently asked Questions

Integrate Zoom into your website by activating it

  1. If you click the quick search box in the setup window, you can find Zoom Video Setup by selecting it from the Zoom Video Setup menu.
  2. By using this service, you agree to the Terms of Service.
  3. The option to install the Salesforce Sales Cloud 360 application can be selected by selecting Go to Zoom Marketplace and approve the installation. …
  4. If you want to exclude specific email addresses or domains, you can do so. …
  5. Connect Zoom to your account and turn it on.

At the bottom of the Profile Settings page, under Zoom for Conversation Intelligence, you’ll find an option called Connect Zoom, which takes you to a list of available meeting platforms that are compatible with Zoom. It’s important to note that you may see a red Disconnect Zoom button if you previously connected your Zoom to Salesloft.

Then select “API Key” from the drop-down list under “Create Credentials”. You can save the API key displayed in the pop-up window and copy it later by clicking the “CLOSE” button displayed in the pop-up window. It is first required to create an account in Salesforce and then in the Zoom Configuration section of the account you will find the Google Calendar API Settings page where you can enter the Client ID, Client Secret and the API need to enter key you saved earlier.

If you want to make a call using the Salesforce phone widget, you can use the Zoom phone app in Salesforce. In this integration, there is no difference between Salesforce Lightning and Salesforce Classic.

Related Articles

Similar Posts