Set Up Salesforce for Zoom

Connect Salesforce for Zoom to your calendar and meetings.

Required Editions

User Permissions Needed
To enable Salesforce for Zoom: Customize Application
  1. From Setup, on the Salesforce Go Home page, search for and select Momentum.
  2. Under Connect Activity Platforms, click Manage.
  3. Select Zoom as a video provider.
  4. Log in to your Zoom admin account and follow the prompts to grant permission for your org.
  5. From Momentum setup, click Next and review your activity platform settings.
  6. Click Next, and then click Activate & Sync.