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.
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 manager permission sets |
Customize Application OR Modify All Data |
These permission sets already include the Use Video Conferencing with Zoom app permission:
- Sales Engagement Cadence Creator
- Sales Engagement User
- Sales Engagement Call Coaching User
- Inbox with Einstein Activity Capture
- Inbox without Einstein Activity Capture
- Sales Cloud Einstein
The permission set you're assigned determines which Zoom features are available to you.