Enable Zoom integration so reps can take advantage of automatic link creation in
Salesforce Inbox and use Zoom as a video source in Einstein Conversation Insights. When Zoom
integration is on, Zoom records meetings and makes them available to 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 |
- Set Up Zoom Integration
Connect Salesforce with your company’s Zoom account. Then sales reps can connect their Zoom accounts.
- Use Zoom Integration
When your company’s Zoom integration is turned on, connect your Zoom account to take advantage of Zoom features in Salesforce.
