Configuring Zoom Phone in Salesforce
There is an option in Zoom for Salesforce to configure Zoom Phone for users.
Salesforce Version | Navigate to |
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Classic | Zoom Admin/Zoom User > Manage Assignments > Add Assignments > Setup > Administration Setup > Manage Users > Permission Sets. |
Lightning | Zoom Admin/Zoom User > Manage Assignments > Add Assignments > Setup > Administration > Users > Permission Sets. |
Prerequisites for configuring Zoom Phone in Salesforce
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License for Zoom Phone
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Client for Zoom on the desktop
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The latest version of Windows is 5.8.3 or higher
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The latest version of macOS is 5.8.3
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App version 3.19 or higher of Zoom for Salesforce
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Third-party applications can be automatically called by administrators
How to add users to the Call Center set
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Start the Setup program.
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Call Centers can be found by entering the keyword.
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The Call Centers tab can be selected by clicking the Continue button.
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You can edit Zoom Phone Call Center by selecting it.
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You can add more users by clicking Manage Call Center Users > Add More Users on the Zoom Phone Call Center page.
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Click Add to Call Center after finding and selecting your users.
How to adjust the Zoom Phone width and height
Zoom Phone widget’s height and width should be set for the best user experience.
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Start the Setup program.
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Call Centers can be found by entering the keyword.
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The Call Centers tab can be selected by clicking the Continue button.
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You can edit Zoom Phone Call Center by selecting it.
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Set the following in the General Information section of the Zoom Phone Call Center:
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Softphone Height = 600
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Softphone Width = 320
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The changes have been saved.
How to configure the Softphone layout
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Start the Setup program.
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Enter Softphone Layouts in the quick find.
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Go to the Softphone Layouts tab.
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Make a new layout for the softphone.
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The following configuration should be made:
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Name: PhoneLayoutZoom
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Default layout: enable
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Select Call Type: Outbound/Inbound:
The softphone can be configured to accept both inbound and outbound calls.-
Display these call-related fields: Dialed number, Caller ID
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Display these Salesforce.com objects: Contacts, Accounts, Leads
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Save the file
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Verify that your phone layout is correctly assigned to your user profiles by clicking the Softphone Layout Assignment button.
Additional configuration for Salesforce Lightning
Salesforce Lightning app for Zoom Phone:
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Start the Setup program.
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Select App Manager from the quick find menu.
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Go to the App Manager tab.
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Click the dropdown menu next to Sales.
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The CTI Softphone can be opened by selecting Edit then clicking Add Utility Item.
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Enter the properties of the item.
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Save the file.
How to enable Click to Dial
The CTI Adapter URL must be configured for Click to Dial to work.
Note: The URL for “ZoomVoiceLogin” from the “Visualforce” page must be captured after signing out of the phone widget from the Salesforce app.
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To access Zoom Voice, copy the following URL:
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Open Visualforce Pages under Setup to view the URL.
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ZoomVoiceLogin can be viewed by clicking the preview icon.
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From the address bar, copy the URL. For example: https://zoom-app.na135.visual.force.com/apex/zoom_app_ZoomVoiceLogin.
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In the CTI Adapter URL field, paste the Zoom Voice Login URL:
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Select Call Centers from the Setup menu.
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Continue by clicking here.
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You need to click on Edit next to Zoom Phone Call Center in order to make changes.
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In the CTI Adapter URL field, paste the URL of the adapter.
If you scroll all the way to the left in the box to add the URL, make sure you add it in its entirety, including the http:// part.
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Then click on the Save button.
How to customize the task layout screen
Create ZoomCallLogDetails VF page
The ZoomCallLogDetails VF page can be created if you do not already have one. Follow these instructions to create it:
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The Section option can be added to the page by dragging and dropping it onto the Page Layout screen.
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You can select the 1-Column option under the Layout options on the Section Properties page, and give the section a name once you have done that.
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ZoomCallLogDetails can be found in Visualforce Pages when you select it.
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It is very easy to add ZoomCallsLogDetails to your new section by simply dragging and dropping it.
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The Task Layout screen can be adjusted so that the height of each section can be adjusted as needed.
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Refresh the Task page once you have opened it.
Customize the layout
We’ve added the ZoomCallLogDetails VisualForce page to include voicemail/recording information with ZoomCallLogDetails. For the visual icons to not run off the page, you might need to adjust the height of the section.
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Open the Setup program and then the Object Manager program.
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Using the quick find field, you can search for the word task.
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The details screen will appear once you click on the Task button.
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Then click on Task Layout from the Page Layouts menu.
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You can view the properties of the page by clicking on the wrench icon.
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The height of the page can be adjusted.
Note: A height of 500 pixels is recommended for your website so make sure you adjust it accordingly. -
The file will be saved as soon as you click OK when you are done.
How to configure automatic calling
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Zoom’s web portal can be accessed by signing in.
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Click the Account Management option in the navigation menu, then click the Account Settings option.
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To access Zoom Phone, simply click the tab at the top of the screen.
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The toggle for Automatically Call from 3rd Party Apps can be toggled on or off using the corresponding arrows.
How to configure Zoom Phone settings
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As an administrator, you need to log into Salesforce.
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Zoom Phone Settings can be accessed from the Zoom Config tab in the App Launcher.
Note: In order for the new settings to be reflected on all Salesforce pages that contain the phone utility bar, users must refresh all the Salesforce pages following each change made to the phone settings. -
Configure the following settings under the Zoom Phone Settings section of the Zoom Phone application:
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Phone Customize Call Log Fields: The call log panel can be customized by clicking the View All button and adding or removing fields as necessary.
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Phone-Auto Save Call Logs: Automate the saving of call logs into Salesforce. The user can choose whether to save or delete the call logs when this setting is disabled.
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Phone-Auto Save SMS: Automated transmission of text messages to Salesforce each day, with a task associated with each number and linked to the contact/lead if a match is found between the two. It is not possible to save SMS manually when SMS is disabled.
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Enable Editable Contact/Lead: Allow users to manually enter contacts and leads and search for them in a database. It is possible to disable this setting so users will get a dropdown list of contacts who have the same phone number as the one entered.
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Ignore Internal Calls: As a result of the integration, internal calls are not logged in Salesforce or displayed in the integration.
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Authenticate via Salesforce Username: To access the Zoom Phone widget, users need to be able to log in with a Salesforce username or an email address that matches the corresponding Zoom account email address. There is a default setting that disables this feature. In order to use this feature, the user’s Salesforce username must match the email address associated with the user’s Zoom account in order to avoid any errors that may occur. A user will receive an error message if the Zoom email does not match the Salesforce email and if the Salesforce email is disabled.
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Enable Zoom Phone for Salesforce: Be notified of Zoom Phone activity in real-time in Salesforce.
Note: You must first enter the Zoom API Key along with the Zoom API Secret in the Zoom Credentials Settings in order for this process to be successful. You can find more information about how to configure Zoom credentials by visiting this page.
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How to configure the Zoom Phone call log panel
The following steps can be followed if you would like to add call logs to your panel.
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Zoom Config can be found on the Zoom menu.
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Click on the View All button.
It is set by default that the Disposition field will be used. -
You can add an additional field to the Task or Zoom Call Log object by clicking the Add New Field button.
Note: In addition to text fields, textareas and picklists are also supported. -
The customized fields need to be deleted and reordered.
Note: The changes may need to be refreshed in order to take effect. -
The zoomcalllog section should be added to the visual force page on your task page layout so that users can view zoomcalllog details.