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            Zoom Connector

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            3. Automate Your Business Processes

            Zoom Connector

            Connect to an external Zoom account. Perform tasks like creating webinars or adding registrants. Use Zoom as a data target (action).

            Required Editions

            View supported editions.
            This feature requires the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive.
            MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.
            Note
            Note You can edit or delete connections only in the Automation app.

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

             
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