Bringing Zoom Cloud recordings into Salesforce.

[Chinook]

I've been asked to setup a way that my sales teams managers can view all their demo recordings that are currently stored in Cloud Recordings. In my mind because we use Salesforce the ideal way to do this would be to get the cloud recordings (or their respective links) into Salesforce associated to the event that are driving them. It doesn't seem like the Zoom <-> Salesforce integration provides this feature (although I'm not seeing much documentation, so I could be mistaken). So I'm looking for thoughts or suggestions on how to accomplish this, or I'm open to other ways to open access of one Zoom groups recordings to another Zoom group.

Thanks!

[aileenfelix · Accepted solution]

Hi Chinook. 

To my knowledge, Links yes, but, the recording itself, no. I believe the Salesforce integration will sync cloud recording links with Salesforce. Please see these articles for your reference. 

• Installing the Zoom for Salesforce Lightning app
• Configuring Zoom Meetings with the Salesforce Lightning app

Thank you.

[Chinook]

Thank you. I appreciate the assitance.

[roshanchoudhary]

The best solution depends on your specific needs:

• Automation vs. Manual: Consider the volume of recordings and the need for an automated workflow.
• Security and Access Control: Ensure the chosen storage solution meets your security and access control requirements.
• User Convenience: Evaluate the ease of access for users to find and play recordings within Salesforce.

Additional Resources:

• Manage Zoom Data in Salesforce: https://help.salesforce.com/s/articleView?id=sf.video_zoom_use_data.htm&language=en_US&type=5
• Unexpected Automations: Make Zoom Customer Meeting Recordings Accessible in Salesforce (YouTube video): https://www.youtube.com/watch?v=gxsO1T4KLfA
• Salesforce Cloud Guide: https://www.nimbleappgenie.com/blogs/salesforce-cloud-service/