When you create a Zoom meeting directly from Salesforce, the Salesforce event with the recording details will be created automatically.
How to make a Zoom meeting
IMPORTANT
- To use this feature, you'll have to make a Create a Zoom meeting button on Salesforce. The setup procedure to create this button is available in Video Activity History Integration (Zoom integration).
- Click the button you have made from Video Activity History Integration (Zoom integration).
- Set the following fields, then click Save.
1topic: Meeting title.
2time: Scheduled start time and end time.
3timezone: Timezone for the time above.
- After you create a Zoom meeting, you will see the following screen.
NOTE
- The records will be made after the analysis of the Zoom meeting is completed. (The record will not be created when you make a new Zoom meeting.)
IMPORTANT
- If you cannot click Save, disconnect the integration and reintegrate with Zoom. After you reintegrate, try creating a meeting again.
After you finish the Zoom meeting
Once the meeting is finished and the speech recognition is completed, the record with the details of the meeting will be created in Salesforce.