Keeping ZRA Aligned with your SFDC Hierarchy
ZRA manages its own team hierarchy. It is not synced from your Salesforce org chart — your ZRA Admin maintains teams directly inside ZRA. When your Salesforce structure flattens, your ZRA team structure has to be updated to mirror it, or your managers' visibility into recordings and Deals will keep reflecting the old 20-level setup.
Everything below is the clean, ordered version of doing that mirror cleanly.
Reference: Managing your Zoom Revenue Accelerator teams
What changes — and what doesn't
Visibility into recordings and Deals follows your ZRA team hierarchy
Parent-team managers see rolled-up data from the child teams below them. Until ZRA teams are updated to your new 3-level structure, manager visibility will still be shaped by the old 20-level structure.
References: Managing Zoom Revenue Accelerator teams | Viewing scorecard and coaching analytics
Deal ownership and CRM fields follow Salesforce
ZRA reads Opportunity OwnerId and your custom fields (region, segment, and similar) from Salesforce via the CRM field mapping. When you change those values in Salesforce, ZRA reflects them on the next sync.
Practical implication: if your flatten involves renamed segment or region picklist values, your ZRA Admin needs to review the CRM field mappings in ZRA after the change so they keep pointing at the right Salesforce fields.
Reference: Managing Salesforce CRM fields for Revenue Accelerator
Pre-change checklist
Complete these in the week or two before the Salesforce change goes live.
| Action | Owner |
| Export the current ZRA team hierarchy as a reference snapshot | ZRA Admin |
| Map the new 3-level structure: who reports to whom | RevOps |
| Draft the new ZRA team structure (do not apply yet) | ZRA Admin + RevOps |
| Review CRM field mappings for any region or segment fields that are changing in Salesforce | ZRA Admin |
| Identify reps being re-provisioned in Salesforce so they can be re-checked in ZRA after the change | ZRA Admin |
Day of the change
| Action | Owner |
| Apply the new ZRA team hierarchy to match the new 3-level Salesforce structure | ZRA Admin |
| Update CRM field mappings in ZRA for any renamed or restructured Salesforce fields | ZRA Admin |
Post-change checklist
| Action | Owner | Timing |
| Spot-check 3 to 5 deals per new sub-team — correct owner and attached call recordings | Sales managers | Day +1 to +3 |
| Confirm each manager can see their direct reports' recordings in ZRA | Sales managers | Day +1 to +3 |
| Review scorecard dashboard to confirm the new team structure is reflected correctly | ZRA Admin + Sales managers | Day +7 |
Three quick checks to confirm ZRA is aligned
1. Deals view
Open Deals in ZRA, filter to a new sub-team, and pick 5 recently updated opportunities. The owner should be correct and meeting recordings should be attached to the deal.
Reference: Managing Zoom Revenue Accelerator Deals details
2. Team hierarchy
Your ZRA Admin opens team settings. Confirm the new 3-level structure is in place and that each manager is assigned to the correct parent team.
Reference: Managing your Zoom Revenue Accelerator teams
3. Scorecard dashboard
Open the Scorecard dashboard and use the scope filter to step through teams. Each manager should see their reps under the new team structure, with scoring data populating as expected.
Reference: Viewing Zoom Revenue Accelerator scorecard and coaching analytics
Resources
Managing your Zoom Revenue Accelerator teams
Managing Salesforce CRM fields for Revenue Accelerator
Configuring Zoom Revenue Accelerator with a CRM
Configuring Revenue Accelerator with Salesforce for Lightning
Managing Zoom Revenue Accelerator Deals details
Managing Revenue Accelerator conversations (desktop)
Viewing scorecard and coaching analytics
For additional technical insights tailored to IT admins and decision makers, visit the Zoom Technical Library.
Written by Shawn Ferrell, Product Adoption Expert, Zoom Revenue Accelerator and Zoom Virtual Agent. For questions about this article or Zoom Scheduler, reach out via the Zoom Community or your Customer Success team.