Zoom Connector

Before You Begin

To connect to Zoom, you must have a licensed Zoom account and Salesforce org.

Adding the App

1. Open the Automation app and select the Integrations tab.
2. Click New Connection, select Zoom, and then click Create Connection.
3. Complete the connection information and authentication details.

   To connect to a system, whether it’s a data source or a data target, you must create a connection with that system’s required credentials. You can connect to multiple systems within a flow and reuse each connection. You can create connections in the Integrations tab or in Flow Builder.

   Standard Connection

   This system uses OAuth2BrowserFlow authentication.

   OAuth2BrowserFlow authentication includes add-on authentication features that provide additional functionality and security to the OAuth 2.0 protocol.

   This system requires this credential information for its connections.

   FIELD	DESCRIPTION
   Connection Name	Enter a unique connection name that helps you remember the details of this connection. The credentials are hidden after you create the connection. You can reuse connections. Anyone with the Manage Integration Connections permission can see and use all connections in the org.
   URL	Enter the URL of your instance.
   Environment	Select the environment type for the connection.

   Named Credential Connection

   Select a pre-existing named credential from Setup to use for your external system connections.

   Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.

   To ensure a successful connection for use in a flow, use only one principal for each named credential.

   • Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
   • Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
   

   Important

   When you create a connection with an existing named credential, note these behaviors:

   • Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
   • Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
   • Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.
4. Click Create. This prompts an authorization screen to appear, which shows a list of scopes for which to authorize the user.
5. Click Allow. This creates a connection.

For more information, including testing and troubleshooting, see Connect to an External System.

Usage

An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.

1. In the Automation app, select the Flows tab, and then click New.
2. Select a flow type, such as Autolaunched Flow (No Trigger).
3. Click and then select Action.
4. In the Search Actions panel, select Connectors.
5. Select Zoom and choose from its actions. These Zoom actions are available in Flow Builder.

   Meeting: Create, Delete, Get, Update
   Meeting Registrant: Add, Delete, Get, List, Update status
   Webinar: Create, Delete, Get, Update
   Webinar Registrant: Add, Delete, Get, List, Update status
   Reports (Meeting & Webinar): Get detail, participant, poll, Q&A, survey reports
   Cloud Recording: Create registrant, Get recording, Update registrant status

   Scope	Action
   meeting:write:meeting:admin	Create a meeting for a user
   webinar:write:webinar:admin	Create a webinar for a user
   meeting:read:meeting:admin	View a meeting
   meeting:update:meeting:admin	Update a meeting
   meeting:delete:meeting:admin	Delete a meeting
   webinar:read:webinar:admin	View a webinar
   webinar:update:webinar:admin	Update a webinar
   webinar:delete:webinar:admin	Delete a webinar
   meeting:write:registrant:admin	Add a registrant to a meeting
   meeting:read:registrant:admin	View a meeting's registrant
   report:read:cloud_recording:admin	View cloud recording usage reports
   meeting:delete:registrant:admin	Remove a meeting's registrant
   webinar:write:registrant:admin	Add a registrant to a webinar
   webinar:read:registrant:admin	View a webinar's registrant
   webinar:update:registrant_status:admin	Update a webinar registrant's registration status
   webinar:delete:registrant:admin	Remove a webinar's registrant
   report:read:meeting:admin	View meeting details report
   report:read:list_meeting_participants:admin	View meeting participant report
   report:read:list_meeting_polls:admin	View meeting polls report
   report:read:meeting_qna:admin	View a meeting's Q&A report
   report:read:meeting_survey:admin	View meetings survey report
   report:read:webinar:admin	View webinar detail reports
   report:read:list_webinar_participants:admin	View webinar participant reports
   report:read:list_webinar_polls:admin	View webinar poll reports
   report:read:webinar_qna:admin	View a webinar's Q&A reports
   report:read:webinar_survey:admin	View webinar survey reports
   meeting:read:list_registrants:admin	View a meeting's registrants
   webinar:read:list_registrants:admin	View a webinar's registrants
   meeting:update:registrant:status:admin	Update a meeting registrant's registration status

Tip For more information about the API, see the external system's API documentation.

Important

For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.

Removing the App

1. Open and sign in to Zoom App Marketplace.
2. In the top right corner, click Manage.
3. On the left side of the page, click Added Apps. A list of all apps added by you is displayed.
4. Identify the app to be removed, then click Remove. A Remove App window appears.
5. (Optional) Click the drop-down menu to choose the reason for removing this app.
6. Click Remove to confirm the removal of this app.

To stop using Zoom Connector in your flow, you can deactivate the flow. For more information, see Activate or Deactivate a Flow. You can also delete the Zoom connection. For more information, including implications, see Connect to an External System.