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Salesforce Lightning app setup

signalcc
Newcomer
Newcomer

‎2024-07-01 08:16 AM

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?

 

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JAMC
Newcomer
Newcomer

‎2025-01-09 07:27 AM

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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