When an admin turns on the Zoom integration, users with the correct permission see a banner inviting them to connect their Zoom accounts.
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 enable Zoom video conferencing: |
Customize Application OR Modify All Data |
- Click Take Me There in the banner. Or, from Personal Settings, enter Video Accounts in the Quick Find box, then select Video Accounts.
- Accept the terms of service.
- Optionally, add excluded email addresses. Meetings with attendees on the excluded list aren’t recorded.
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To connect your account, click Connect.
Connect your company Zoom account to use Zoom with Salesforce. If another Salesforce user connects to the same Zoom account, meetings are no longer recorded for the previously connected user.
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.
When connecting to a video account, email addresses with special characters such as the plus sign (+) aren't supported for ECI video call processing. This can result in errors with matching emails and syncing video calls.
