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Zoom for Salesforce - Webinar automation for Campaigns and Campaign Members Limitations

MegPM
Newcomer
Newcomer
We have extensively investigated the Zoom for Webinar out of the box Application for Salesforce.  We use Salesforce Campaigns with Campaign Members to invite large swaths of our constituency to our events.  Our Webinars average 600 invitees. We found the Zoom Webinar for Salesforce App to contain the functionality we seek to be able to have a webinar platform that integrates with the way we use campaigns.  However, there are so many limitations.
 
  1. Zoom Add to Webinar button for Contacts and Leads.  Zoom has an add to webinar button
  • Known limitations
    1. can only add up to 10 members from a listview at a time
    2. cannot add members from Campaign Member related list on Campaigns directly nor can it add members from a report.
      1. The button can be used to add campaign members using Contact and or Lead Listview or from the Contact or Lead record directly.  However, the button limits the number of invitees added through this feature at one time to 10.  This means if we have a listview of 50 contacts and want to add them to the Campaign we have to add them in batches of 10 to succeed anymore and those records just drop off and are not added. 
  1. Zoom can accept CSV upload of members very cool functionality it will match to existing contacts or leads on email and if no match found create them as a lead and add them to the Campaign. 
  • Known limitations
    • Zoom app can only create 10-13 records loaded through CSV as campaign members in Salesforce successfully.  All the remaining get a Webinar Registrant record but are not successfully linked to the Campaign (no campaign member record is created)
  1. Zooms code is not very open, as such we cannot even with our awesome and skilled developer create a lastmile solution to have Zoom operate the way we need.
  2. Zoom Developer General App was not easy to set up required approvals and would not work beyond these limitations so we did not proceed with this attempt.
In Conclusion.  Zoom for Salesforce Webinar functionality is almost great.  Instead it is a mediocre product likely not to meet the needs of most orgs using Campaign Events to manage Webinar invitees in excess of a few dozen.  I hope they consider improving the product.  I do plan to enter some feature requests.
 
 
 
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