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Salesforce zoom app.Salesforce + Zoom Integrations
Zoom - Zoom Video Communications, Inc. - AppExchange.
The use case is fairly straightforward, as a customer of a bank, I want to schedule an online meeting salesforce zoom app my advisor and discuss my accounts. The technology the bank wants to use is Zoom. The technology usage behind this particular demo is to simply create a meeting in Zoom via an API which returns a URL that parties can click on to launch Zoom either browser or desktop and have a meeting. There is a lot more that can be done, but this integration is to show the possibilities with the connection.
This section describes the general flow of the demo from start to finish when showing to the customer. This is a specific flow for the customer this demo was prepared for.
You can tailor or make your own flow s salesforce zoom app your customer. The integration behind the scene created a Zoom meeting valid link that can be clicked on to start a Zoom meeting. This section will describe the setup needed to execute the demo. What is described is the particular flow used to validate and test the integration.
The entire section for Postman salesforce zoom app completely optional, but it is suggested to do this to validate and debug. In our case, it was invaluable in determining the exact headers to place into the API.
The first piece that is needed is a Zoom Developer Account. Please note you cannot use a Salesforce zoom app Zoom account as they have disabled permission to use the API. Best bet create Personal Zoom account with personal no salesforce account or working with your client account that allows to create meeting via API. Additionally, this will provide the callback referenced in the Zoom section which will be needed to complete the Authentication section in Zoom.
The first step is to create the Authorization Provider configuration to connect to Zoom. Creating a named credential will perform the authentication to Zoom and do the OAuth validation. I set mine to salesforce zoom app approve. It will prompt you to login to your instance of Zoom. The code is not production quality but instead is a sample to prove the concepts. The current iteration does not accommodate salesforce zoom app handling in a meaningful way nor does it do much more than create a meeting.
The goal of this good is to demonstrate the basic connection for the customer and proof of concept the meeting invites. The sample code will be in two parts, the first part is a test class that can be used to validate the connection and result.
Once that is working, salesforce zoom app the 2nd class uses InvocableMethod so that it can be used in flows. Obviously this can be tailored however desired. This section does not instruct how to setup command line tools, deploy the source, or other development tasks. This is the actual code used in the demonstration. The method signature for an invocable method requires a List salesforce zoom app Strings to be returned.
This section is optional salesforce zoom app describes how the above code can be accessed in the low-code building tools inside of Salesforce. A larger flow will then do further processing as part of a full scheduling flow. Salesforce zoom app takeaway is that the Apex Code above is an option to drag and drop into the low code builder and use salesforce zoom app when running a flow.
Alternatively, it can be accessed from another Apex Class to get the required salesforce zoom app. This is completely optional, узнать больше oftentimes if it works in Postman and not in another application or Salesforce, you can see what is different in Postman versus the other applications. This tutorial assumes the reader is familiar with Postman and has downloaded the application or is using the web version.
This document will use the desktop installation for reference. This section does not require knowledge of the Salesforce Setup.
We recommend starting with Postman before the setup in Salesforce. To make life easier, download the Postman Collection already created for Zoom as plenty of examples. To do so:. Setting up Authentication is straightforward and will require the salesforce zoom app id and secret key from the Zoom setup done previously. You also need to setup Environment variables as part of this step. There is salesforce zoom app lot more that can be done, but this integration is to show the possibilities with the connection Technology Utilized Listened below are the main technologies and configurations used in the demo preparation.
Demo Flow High Level This section describes the general flow of the demo from start to finish salesforce zoom app showing to the customer. Customer goes to the portal to schedule a meeting, using the Salesforce Scheduler. This demo has an authenticated flow, there is a person account associated with the demo.
Salesforce zoom app the required information from the screen Click by previously scheduled service appointments or search for a banker. Note, this could be put anywhere but for the purpose of the meeting we chose here. Click on next and a new Service Appointment is created with the Meeting URL in a custom field that can be accessed to launch a Zoom meeting. Demo Details This вот ссылка will describe the setup needed to execute the demo.
Click on Build APP. Click on Create under OAuth. Name it, choose an account level app and toggle off the publish button like this. Next screen Screen will show the client key, client secret. You will need these in the Salesforce setup. Populate the redirect url and add the allow list. You can change this once you setup authentication provider in Salesforce.
Scope is meeting:write:admin Press install. Provider Setup The first step is to create the Authorization Provider configuration to connect to Zoom. Name the Auth Provider.
Use the defaults for the remainder. Click on the newly defined Auth Provider to open it up. If you have Experience Cloud salesforce zoom app and you are using those domains, then add those callback URLs as well to the Zoom Dev configuration. Use the exact same word to word, no space. Named Credential Creating a salesforce zoom app credential will perform the authentication to Zoom and do the OAuth validation.
Salesforce zoom app Type will be Named Salesforce zoom app. Auth Protocol will be OAuth 2. Select the Salesforce zoom app Provider created in the previous step. Scope: very important! The scope here will match the scope you created in Zoom for the application. It is space delimited. Check on Start Auth Flow on Save. Generate Auth Header is checked. Click Save. This продолжить чтение trigger the actual connection to Zoom and validate the Authentication.
When you Save, the OAuth flow will initiate. Zoom Login Screen will popup. If successful, you will see Authenticated in the Authentication Status in Salesforce. If it fails, you will get a failure screen from Zoom. Common Issues: Used the wrong secret key or id.
Double check the values salesforce zoom app the Auth. The Providers are correct. URL Endpoint is invalid. Check your URL Endpoint. Using Postman first helps avoid this issue. This is a success. It is documented in the API. The Zoom documentation does not state it explicitly, but in our testing we found that the 2 accept читать need to be in the header when sending the request. Make sure the permissions are correct and the scope is space delimited.
Postman Collection — use version 2 link below. Do NOT use v1. From Ruchi Sharma: Preset browser timezone for Guest users. Reading External Calendars. The views of Alex Edelstein and any other Salesforce employees participating on this site are their own and not those of Salesforce.
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