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Turn On Zoom Integration

Turn on Zoom integration for your Salesforce org. Accept the terms of service and approve the Salesforce app.

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
User Permissions Needed
To turn on Zoom video conferencing:

Customize Application

OR

Modify All Data
To approve install of Salesforce Sales Cloud 360 in Zoom Marketplace Zoom admin rights
Important
Important In Zoom, enable the Cloud recording and Audio transcript features so meetings and their transcripts are available to Salesforce. After enabling the feature in Zoom, it may take a few days before transcripts are available in Salesforce features such as Einstein Conversation Insights.

In order to process video calls with Einstein Conversation Insights, user-level download access is required for meeting assets, including MP4 recordings and transcripts. With limited access to Zoom recordings, Einstein Conversation Insights can't analyze the meeting assets or share video content on video call record pages.

  1. From Setup, in the Quick Find box, enter Zoom Video Setup, and then select Zoom Video Setup.
  2. Accept the terms of service.
  3. Select Go to Zoom Marketplace and approve install of the Salesforce Sales Cloud 360 app.

    To approve install, you need Zoom admin rights.

    Note
    Note

    In Zoom Marketplace, if the Install button is disabled, and the page has a toggle titled Approve install of this app, then the Zoom admin must still approve the app.

    In Zoom Marketplace, if the blue button Visit Site to Install is enabled, then the app has already been approved for installation.

  4. Optionally, add excluded email addresses and domains. Meetings with attendees on the excluded lists aren’t recorded.
  5. Turn on Zoom integration.
    Sales reps are prompted in Salesforce to connect their Zoom accounts.

Einstein Conversation Insights uses the transcript from Zoom to identify speakers. Zoom supports audio transcription in over a dozen languages, including English, Spanish, French, German, Italian, Chinese, and Japanese. For a full list of supported languages, visit Zoom Support. When the transcript isn’t available, we use Optimal Speaker Separation for the creation of transcripts and call insights. In this case, the transcripts identify speakers on the call as Speaker 1, Speaker 2, and so on. If this feature isn’t enabled, transcripts aren’t shown.

Note
Note Zoom transcripts can't reliably separate speakers for mono audio recordings. As a result, speaker labels may be missing or inaccurate, and talk ratio and other speaker-based metrics may not be meaningful. Avoid using mono audio recordings, if possible.

See Also