In the Search box at the top of your Marketplace Dashboard, write Zoom for Salesforce. Click on the Salesforce icon that appears in search results. Then click on Visit site to install. This will initiate the Zoom Salesforce Integration process.
Full Answer
How do I sign in to zoom phone in Salesforce?
Note: Contact your Salesforce admin if you cannot locate the Salesforce application where the Zoom Phone widget was assigned. At the bottom left of the Salesforce app, click the Zoom Phone widget Zoom Phone. Click Sign In on the Zoom Phone widget.
How do I identify a Zoom meeting participant in Salesforce?
At least one participant is a Salesforce contact or lead. The meeting participant’s first and last name matches the first and last name of the contact or lead in Salesforce. The integration uses the first and last name to relate the Zoom meeting participant with the appropriate contact and lead.
How do I add a Zoom meeting to an event?
When adding a Zoom Meeting to an event, you can use the Send Email button to send an email to your users, contacts, and leads. To add additional attendees, enter customer email addresses in the Enter Email Address of Attendees field. My Zoom PMI: Use your personal meeting ID (PMI) to schedule your Zoom meetings.
What are the different types of reports in the zoom folder?
This folder contains 3 different types of reports: Zoom Events: This report contains all events with a Zoom meeting. Information included in the report: Subject, Start Date, Account, Contact, and Opportunity. All Zoom Meetings by Status: This report shows all events with a Zoom Meeting grouped by the Zoom Meeting status.
How to zoom in and out on salesforce lightning?
The preferred mode is incremental zoom, a button group using the minus, plus, and expand/contract icons. Users can click to incrementally zoom out (-) or zoom in (+), and can toggle between zoom-to-fit (contract) and zoom-to-100% (expand) views of the canvas.
How do I increase screen size in Salesforce?
For Windows 7:Click Start | Control Panel.Select Appearance and Personalization then select Display. Note: If you have small icons, select Display.Select Smaller - 100% option.Restart your computer for the changes to take effect.
How do I adjust my apex screen?
From the VIDEO tab of the settings menu, selecting Brightness will bring you to a screen where you can adjust the display brightness. You can make the display brighter or darker for maximum visual comfort. Adjusting the display brightness can help reduce eye strain from prolonged gaming.
How do I change font size in Salesforce lightning?
From Setup, enter Fonts and Colors in the Quick Find box, then select Fonts and Colors. Salesforce offers predefined themes that you can customize....If you are using the point-and-click editor:Click Edit next to a basic or advanced attribute. ... In the popup window, change the attribute as needed.More items...
How to adjust the Zoom Phone width and height
For the best user experience, set the height and width of the Zoom Phone widget.
How to customize the task layout screen
We’ve included voicemail/recording in the ZoomCallLogDetails VisualForce page. You may need to adjust the section height to avoid the visual icons running off the page.
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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.