---
schema_version: "1"
id: 083da692d2ca32de2364b83d21d5cb005d5c4b32cfeeb3e57e2dc509d3a19159
title: Connect Your Zoom Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/video_zoom_use_setup_user.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.video_zoom_use_setup_user.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 176188cbe073e66fb83603faccc97aab9ba63cf9e6c555c9200a8aaf5a0078f6
description: When an admin turns on the Zoom integration, users with the correct permission see a banner inviting them to connect their Zoom accounts.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Connect Your Zoom Account

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Salesforce Meetings in <strong>Performance</strong> and <strong>Unlimited</strong> Editions when Einstein Activity Capture is enabled</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Conversation Insights, which is available in <strong>Starter</strong>, <strong>Pro</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Inbox in Sales Cloud, which is included in <strong>Performance</strong> and <strong>Unlimited</strong> Editions and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Inbox is also available for an extra cost in Service Cloud and Lightning Platform.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement in Sales Cloud, which is included in <strong>Performance</strong> and <strong>Unlimited</strong> Editions and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in: <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Enterprise</strong> Edition</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d119673e143">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d119673e143 ">To enable Zoom video conferencing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d119673e143 ">
              <p>Customize Application</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Click **Take Me There** in the banner. Or, from Personal Settings, enter Video Accounts in the Quick Find box, then select **Video Accounts**.
2. Accept the terms of service.
3. Optionally, add excluded email addresses. Meetings with attendees on the excluded list aren’t recorded.
4. 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.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

Tip If you use Einstein Conversation Insights and Zoom is set up as a recording source, your individual recorded meetings are available in the Video Calls page.

#### See Also

- [Manage Excluded Addresses for Your Individual Video Provider Integration](https://help.salesforce.com/s/articleView?id=sales.video_zoom_use_excluded_addresses.htm&release=264.0.0&type=5 "Your admin has specified email addresses and email domains for which meeting recordings and meeting information, such as start and end times, aren’t available. That list applies to everyone in your company using video integration. You can also exclude email addresses that apply to your video integration only. If someone on either your list or the company’s list is a meeting attendee, meeting recordings and information aren’t available to Salesforce.")
- [Troubleshoot Connecting Your Zoom Account](https://help.salesforce.com/s/articleView?id=sales.video_zoom_use_troubleshooting.htm&release=264.0.0&type=5 "Review possible reasons for why you can’t connect to Zoom.")
- [Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching.htm&type=5&language=en_US)