Install the Zoom App in Salesforce

You can install the Zoom app in Salesforce AppExchange or through the Zoom Marketplace.

Prerequisite: Ensure you do not use any encryption on the contact/lead name field, and you use only deterministic encryption for the phone and email field. Using Salesforce Shield Platform Encryption on the phone and email fields, and any encryption on the name field blocks the app installation.

  1. Navigate to the Zoom Marketplace and sign in as an administrator account.
  2. Search for Zoom for Salesforce and click the app.
  3. Pre-approve the app if necessary and click Visit site to install.
  4. Verify the permissions the app requires and click Authorize.
    The installation redirects you to the listing in Salesforce AppExchange
  5. Click Get It Now and install the app.
    Login to your Salesforce admin account, if necessary.
  6. When prompted, verify and approve third-party access and click Continue.

Continue to Configuring the Zoom App in Salesforce