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Newcomer
signalcc
Newcomer
July 1, 2024
Question

Salesforce Lightning app setup

  • July 1, 2024
  • 1 reply
  • 0 views

I keep reading through the setup documents but am not finding the exact answer I am looking for. 

 

All I am trying to do is setup so zoom meetings show as events in salesforce.  I have installed the Salesforce Lightning App.   In the Zoom User Config tab in Salesforce I see where I can Authorize access to permitted Zoom APIs to sync Zoom Meeting information to Salesforce.

 

  •  Should this be a SF Admin?   A Zoom Admin?   Someone who is a SF Admin and Zoom Admin?
    • When I use my login (SF Admin) I see my meetings but will others in the company meetings sync?  I noticed that is a only time link for only one person
  •  Do all users need to connect to zoom in Saleforce?  If so, where do they do that?

 

1 reply

J
Newcomer
JAMC
Newcomer
January 9, 2025

I installed the app for admins only and the admins can see the Zoom records in SF. Unfortunately other users can not see the Zoom records. I did add these SF users to the Zoom Permission sets and I am not seeing any other permissions to assign. I am thinking to authorize my SF users to use the App in Zoom as well. 

Have you made any headways with your setup?

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