Meeting Summaries in Salesforce

[ColinRobinson]

With the November Update Zoom stated you could now access Meeting Summaries for an event in Salesforce, which was not possible in the past.

I installed the Zoom for Lighting App and had a power user authorize their Zoom account from the Zoom Meetings User page.

Once completed, we scheduled a meeting and used the "Make this a Zoom Meeting" checkbox. We hopped on a call using an external email contact, recorded it for about 5 minutes, and ended the call.

After an hour, we checked the event page and looked at the Zoom Meeting Details panel, as the patch notes advised. Looking there, only the Meeting Details and Meeting Recordings were present—no Summary.

We checked the user's Zoom account and they had transcripts for 3 other calls earlier that day, but not the one scheduled directly from Salesforce.

We tried scheduling the meeting from Gmail, as we use Activity Capture to auto-sync events from Google to Salesforce. That generated a summary, the issue is it still wasn't in the Zoom Details panel, and neither was all the other Zoom Meeting info and recordings.

I have not been able to find anything online on how to troubleshoot this as its a relatively new feature. I would really like to talk to their support team directly, but sadly we don't pay them enough to do that and Zoom's terrible AI chat bot could not help past telling me to post here.

[meriment]

This comes down to the integration with Salesforce. Zoom provides a robust API documentation but it appears the Salesforce integration does not capture the AI summary endpoint. You could use APIs to generate a list of your events that includes the Zoom meeting AI summary. If you are not a developer there is a Zoom app, Salepager, that lets you surface the AI summary with the relevant Zoom events along with the recording and all necessary meeting details.