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Newcomer
September 26, 2023
Solved

Zoom integration with Salesforce

  • September 26, 2023
  • 1 reply
  • 10 views

I had integrated zoom to my sandbox and was trying to create a Zoom meeting in zoom application so that it creates a record for that meeting in my  salesforce  account but currently I am not able to get those records. Can anybody help me in this scenario ?

 

 

Best answer by rn-zm

Hey @AMALKRISHNA  within the KB on Installing the Zoom for Salesforce integration we have a note for "Learn more about how to install the Zoom for Salesforce Lightning app and how to migrate Zoom Meetings records, Zoom Webinars records, and Zoom Phone records, in order to maintain historical records for interactions with contacts and leads."

1 reply

rn-zmAnswer
Community Manager
February 13, 2024

Hey @AMALKRISHNA  within the KB on Installing the Zoom for Salesforce integration we have a note for "Learn more about how to install the Zoom for Salesforce Lightning app and how to migrate Zoom Meetings records, Zoom Webinars records, and Zoom Phone records, in order to maintain historical records for interactions with contacts and leads."