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Use Zoom Integration
When your company’s Zoom integration is turned on, connect your Zoom account to take advantage of Zoom features in Salesforce.
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 |
- Connect Your Zoom Account
When an admin turns on the Zoom integration, users with the correct permission see a banner inviting them to connect their Zoom accounts. - Manage Excluded Addresses for Your Individual Video Provider Integration
Your admin has specified email addresses and email domains for which meeting recordings and meeting information, such as start and end times, aren’t available. That list applies to everyone in your company using video integration. You can also exclude email addresses that apply to your video integration only. If someone on either your list or the company’s list is a meeting attendee, meeting recordings and information aren’t available to Salesforce. - Troubleshoot Connecting Your Zoom Account
Review possible reasons for why you can’t connect to Zoom. - Disconnect Your Zoom Account in Salesforce
If you don’t use the Zoom features in Salesforce, you can disconnect your Zoom account. - Uninstall the Salesforce App from Your Zoom Account
If you no longer use the Zoom features in Salesforce, in addition to disconnecting your Zoom account in Salesforce, uninstall the Salesforce app from your account in Zoom. You’re asked if you want to keep your Zoom data in Salesforce.
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