Setting up user access for the Zoom App in Salesforce

It is assumed that all Zoom-connected users have permission to access the app as a default. You can change the default permissions of the Zoom app in order to restrict access to specific users within your organization if you need to limit access to the Zoom app.

Note: You should proceed to the Zoom and Salesforce User Mapping section as soon as possible if you use the default settings for user access.

Prerequisites for setting up user access for the Zoom App

• A Zoom account that has a business license is required

• Ownership or administrative privileges for an account

• Getting Zoom for Salesforce installed on your computer

• Zoom Meeting has been configured by the Salesforce administrator and the Zoom Meeting objects have been added to the appropriate Salesforce layout in the cloud platform.
  Note: Contact Zoom and Salesforce administrators if you do not receive the app or if you do not see the features available.

How to set up user access for the Zoom app

The following steps will guide you through setting up user access to Zoom for your users:

1. You can edit the policy for Zoom by clicking the following link:

   • Salesforce Classic:

     1. Click on Manage Apps in the Administration Setup window.

     2. In the Connected Apps section, click Edit for Zoom and then click Save.

   • Salesforce Lightning:

     1. Click on the Platform Tools button after you have opened Setup.

     2. You can find Connected Apps by clicking on Apps and then clicking Connected Apps

     3. You will then be able to click Zoom after clicking Manage Connected Apps.

     4. Click on the Edit policies button.

2. Set Permitted Users to Admin to pre-authorize all users who have been approved under the OAuth policies.

3. Save the file by clicking the Save button.

4. In the Administration section, click the Users link.

5. Choose Permission Sets from the drop-down menu.

6. Make a copy of the Zoom User and Zoom Admin permission sets.
   In order to make the new permission sets work, you will have to give them new labels.

7. The first step is to assign Connected Apps to each new permission set and then click the Edit button to further edit it.

8. Enable Zoom for Connected Apps that are enabled.

9. Click on the Save button.
   Each permission set can then be added to by adding users to it.

10. In the permissions list, click the Manage Assignments button and then click the appropriate permission set.
    In most cases, you will only need to grant Zoom User permissions to your users. As a point of reference, the following privileges are available to both the admin and the user:

    • Zoom Admin

      • Creating an API key (at the org level) and a secret (at the group level)

      • The Zoom Meetings Personal Setting (which can be changed on a user-by-user basis)

      • Objects that can be customized for reading and writing

      • An example of a visual force page in the Zoom Package

    • Zoom User

      • The Zoom Meeting Settings (Google Calendar Notifications, Using Personal Meeting ID, Sending emails to attendees before the meeting starts)

      • Objects that can be read and written in a customized way

      • In Zoom Package, there are pages that display visual force

How to add users to the Zoom permission set

In order to manually add users to either permission set once the above steps have been completed, you will need to do so one at a time.

Add one user

Adding a user to Zoom’s permission set is as simple as following the steps below:

1. To find users, you will need to access the Manage Users section.

2. If you would like to select a user, please click on their name.

3. In the Permission Set Assignments window, click the Edit button.

4. It is necessary to add Zoom Permissions to the user’s account.

Add multiple users

If you wish to add multiple users to the Zoom permission set from either Salesforce Classic or Salesforce Lightning, please proceed as follows.

Salesforce Classic

1. The permission set you are looking for can be found here.

2. Select Manage Assignments from the drop-down menu.

3. Add the users you would like to add to the permission set by selecting the ones you wish to add.

Salesforce Lightning

1. After clicking Setup, you will be taken to the Administration screen.

2. Click on Users, and then click on Permission Sets.

3. Using the Manage Assignments button, you can manage your assignments.

4. You should choose the users you wish to add to the permission set and add them to it.