When you create or update an event in Salesforce select the Schedule a Zoom Meeting option. Starting scheduled meetings Once you add a Zoom meeting to an event, you can start the meeting by clicking the Join URL under the Meeting Details section, or clicking Start Zoom Meeting on the event detail page.
Full Answer
How to manage phone calls in Salesforce?
(Optional) Click the Contacts tab from your Salesforce app, identify the contact to call, then click the number under Phone to directly call the contact. In the Allow Salesforce to managed call control actions on your behalf?, click OK.
What can I do with the Salesforce mobile app?
The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.
How do I add the phone widget to my Salesforce page?
Note: If you get any error while signing in, contact your Salesforce admin. In the You are about to add Salesforce page, click Authorize. At the bottom left of the Salesforce app, click the Phone widget Phone . From the phone dial pad, select the Keypad tab, then select or hide your caller ID as desired.
How do I Switch accounts in the new Salesforce mobile app?
In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out. Let’s talk more about switching accounts.
How do I create a meeting in Salesforce lightning?
From Setup, enter Meetings in the Quick Find box, and then select Settings. Turn on Meetings. Assign the Salesforce Meetings Included permission set to users. Make sure that the event page layout has the right components for your reps.
How do I view my calendar in Salesforce app?
Required Editions. The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It's not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.
Does Salesforce have a calendar app?
Your calendar displays all events that you own in Salesforce on the My Events Calendar. Calendars that you create from a Salesforce object display data in date fields as calendar items. View, create, and edit your events in a day, week, or month view.
How do I add an invite to an event in Salesforce?
Required Editions and User PermissionsOn the Event detail page, in the Select Invitees section, click Select.In the Select Invitees dialog box, search for the type of invitee: users, leads, contacts, or resources.Enter a name or part of a name or leave the field blank to expand the search. ... Use. ... Click Done.More items...
How do I add a calendar to Salesforce?
From Calendar, click the gear next to “Other Calendars” and select “Add Calendars.” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
How do I create a calendar event in Salesforce?
0:020:52How to Create a New Event inside Calendar in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipTime. Select this checkbox if it is an all-day. Event click on save event has been created thank youMoreTime. Select this checkbox if it is an all-day. Event click on save event has been created thank you for my guide org.
Can you sync Salesforce calendar with Google calendar?
If your administrator has set up Lightning Sync for Google, your events sync automatically from Google Calendar to Salesforce. Events sync when you create or update them. If you've got many events, your first sync could take some time.
How do I sync my Outlook calendar with Salesforce?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I send a calendar invite in Salesforce lightning?
Send outlook calendar invite from salesforce lightningStep 1: Create a new class to generate meeting invite (class name: NPS_MeetingInviteGenerator) //codekiat.com. public class NPS_MeetingInviteGenerator { ... Step 2: create email utility class to send an email. //codekiat.com. public class NPS_EmailUtility {
How do I invite someone to a calendar event?
Add people to your eventOn your Android phone or tablet, open the Google Calendar app .Open the event you want to add people to.Tap Edit .Tap Invite people.Enter the name or email address of the person you want to invite.Tap Done. To find when your guests are available, swipe down or tap View schedulesTap Save.
How do I add multiple contacts to an event in Salesforce?
Please follow these steps.Log into Salesforce.In lightening Go to setup page, In quick find box search for Activity Settings.Feature settings->Sales->Activity Settings.Check the box "Allow Users to Relate Multiple Contacts to Tasks and Events".
How to start instant meetings in Salesforce
The integration enables you to start instant Zoom meetings by clicking Start Zoom Meeting from the quick actions menu of these pages:
How to manage Zoom meetings as events
In Salesforce, when you create an event, the integration provides the following features for Zoom meetings on the event detail page:
How to create events for external Zoom meetings
Note: The administrator must enable the integration to Sync external Zoom meetings to Salesforce.
How to view reports
Navigate to the Report tab and click Zoom Report. This folder contains 3 different types of reports:
Zoom Community
Join the 83K+ other members in the Zoom Community! Login with your Zoom account credentials and start collaborating.
How to make phone calls
To make calls, log in to the Zoom Client and the Zoom App in Salesforce.
How to manage voicemails and recordings
To record calls, click the REC button. Note: Your administrator may have set calls to automatically record and disabled your ability to manually start and stop recordings.
How to manage phone auto-save call logs
Your admin can enable the app to automatically save your call logs in Salesforce or disable the feature and allow you to manually save your call logs.
How to log calls from anywhere
All calls can be logged, regardless of whether or not you are signed into Salesforce. Whether you are mobile and making Zoom calls from your client, you can still have all your calls logged.
Zoom Community
Join the 83K+ other members in the Zoom Community! Login with your Zoom account credentials and start collaborating.
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Salesforce App from Salesforce
Salesforce apps extend your data and processes to mobile, helping you take action from anywhere, stay up-to-date, manage leads and opportunities, collaborate with coworkers, and close more deals, faster. Salesforce offers hundreds of useful pre-built apps to address nearly every business management need.
Why is Salesforce mobile app important?
With the Salesforce mobile app, your productivity doesn’t suffer just because you’re away from your desk. The mobile app gives you the same access to your Salesforce data that you have on your desktop. But the app is organized to help you get stuff done in those short, free moments when you're out and about, like waiting for a flight, ...
How to access favorites in Salesforce?
In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out.
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Run your business from your iPhone or iPad with the Salesforce mobile app. Access the power of the world’s #1 CRM platform from the palm of your hands and transform your business with real-time data and mobile-tailored Lightning apps.
App Privacy
The developer, salesforce.com, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Mobile Platform Requirements
The Salesforce mobile app is supported on phones and tablets that meet these mobile platform requirements.
Mobile Devices Used for Testing
Salesforce performs automated and manual testing of the Salesforce mobile app for iOS and Android on a select set of mobile devices. This is the current list of devices.
Support for Siri Shortcuts on iOS
The Salesforce mobile app contains pages that are directly run by the app—native pages such as standard object home pages or search—and pages that are webviews. Siri learns what shortcuts are available in the Salesforce app through donations that the app makes to Siri.
Salesforce Editions and Licenses
See which Salesforce editions and user license types support using the Salesforce mobile app.
Required Domains
Add these domains to ensure that you can access all Salesforce mobile app content.
Network
A Wi-Fi® or cellular network connection is required to communicate with Salesforce. For cellular connections, a 3G network or faster is required. For the best performance, we recommend using Wi-Fi or LTE.
Salesforce Mobile App Updates
Customers whose devices meet current minimum platform requirements are eligible to receive Salesforce mobile app feature updates and fixes.
