Setting up user access for the Zoom App in Salesforce

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By default, all users have permission to use the Zoom-connected app. If you want to limit access to the Zoom app, you can change the default permissions to limit access to specific users in your organization.

Note: If you use the default settings for user access, be sure to move on to the Zoom and Salesforce User Mapping section.

This article covers:

Prerequisites for setting up user access for the Zoom App

  • Zoom account with a business license
  • Account owner or admin privileges
  • Installation of the Zoom for Salesforce app
  • The Salesforce administrator has configured Zoom Meeting and added the Zoom Meeting objects to the respective Salesforce layouts.
    Note: If the app is not installed, or the features are not available, contact your Zoom and Salesforce administrators.

How to set up user access for the Zoom app

To set up user access for the Zoom app, follow the steps below:

  1. Edit the Zoom app policy:
    • Salesforce Classic:
      1. Open Administration Setup then click Manage Apps.
      2. Click Connected Apps and click Edit for the Zoom app.
    • Salesforce Lightning:
      1. Open Setup then click Platform Tools.
      2. Click Apps, then find Connected Apps
      3. Click Manage Connected Apps then click Zoom.
      4. Click Edit policies.
  2. Under OAuth policies, set Permitted Users to Admin approved users are pre-authorized.
  3. Click Save.
  4. Click Administration then click Users.
  5. Click Permission Sets.
  6. Clone the permission sets for Zoom Admin and Zoom User.
    You will need to give new labels for the new permission sets.
  7. For each new permission set, click Assign Connected Apps then click Edit.
  8. Add Zoom to Enabled Connected Apps.
  9. Click Save.
    You can then add users to each permission set.
  10. Click the permission set and then choose Manage Assignments.
    Most of your users will likely only need the Zoom User permission set. For reference, the admin and user have the following privileges:
    • Zoom Admin
      • Setting for API Key and Secret (org level setting) 
      • Personal Setting for Zoom Meetings (user-level setting) 
      • Customized read/write objects
      • Visual force pages in Zoom Package
    • Zoom User

      • Setting for Zoom Meetings (Google Calendar Notifications, Use Personal Meeting ID, Send email to attendees before launch)
      • Customized read/write objects
      • Visual force pages in Zoom Package

How to add users to the Zoom permission set

After completing the steps above you can manually add one user at a time to either permission set.

Add one user

To add one user to the Zoom permission set:

  1. Access Manage Users then find Users.
  2. Click your desired user.
  3. Click Edit Permission Set Assignments.
  4. Add the Zoom Permission set to the user.

Add multiple users

You can add multiple users from Salesforce Classic or Salesforce Lightning to the Zoom permission set.

Salesforce Classic

  1. Find the desired permission set.
  2. Click Manage Assignments.
  3. Select the users you would like to add and add them to the permission set.

Salesforce Lightning

  1. Click Setup then click Administration.
  2. Click Users then click Permission Sets.
  3. Click Manage Assignments.
  4. Select the users you would like to add and add them to the permission set.

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