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            Set Up Zoom Integration

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            Set Up Zoom Integration

            Connect Salesforce with your company’s Zoom account. Then sales reps can connect their Zoom accounts.

            Required Editions

            Available in: Lightning Experience
            Available with Salesforce Meetings in Performance and Unlimited Editions when Einstein Activity Capture is enabled
            Available with Einstein Conversation Insights, which is available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions.
            Available with Inbox in Sales Cloud, which is included in Performance and Unlimited Editions and available for an extra cost in Professional and Enterprise Editions. Inbox is also available for an extra cost in Service Cloud and Lightning Platform.
            Available with Sales Engagement in Sales Cloud, which is included in Performance and Unlimited Editions and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform.
            Available with Sales Cloud Einstein, which is available in: Performance and Unlimited Editions, and available for an extra cost in Enterprise Edition
            • Turn On Zoom Integration
              Turn on Zoom integration for your Salesforce org. Accept the terms of service and approve the Salesforce app.
            • Select Who Can Access Zoom Integration
              Selecting who can connect their Zoom accounts is as simple as assigning a permission set to users. The permission set needs the Use Video Conferencing with Zoom app permission.
            • Manage Excluded Addresses and Domains for Video Integration Users
              Video meetings aren't recorded if any meeting attendee is on an excluded email domain or address list. This Excluded Addresses list applies to all video integration users. Users can add email addresses to their own Excluded Addresses list.
            • Turn Off Zoom Integration
              If your company no longer needs Salesforce connected with Zoom, turn off the Zoom integration. All users lose access to Zoom features in Salesforce, but still have access to existing recordings.
            • Manage Zoom Data
              Know where your Zoom meeting data is stored and how to manage it.
             
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            Salesforce Help | Article