Appendix III: Configure Zoom

Before You Begin

  • You will need to follow the below steps in Salesforce Classic mode.
  • You must have administrator-level permissions in Zoom and be logged in to your admin account to complete this configuration.
  • This is an initial setup process that you need to do only once before using Zoom with Events Rx.

Configuring the Zoom OAuth App

Section 1: Create the app

  1. Head over to the Zoom App Marketplace, where you will create and configure the OAuth app.
  2. Sign in to your Zoom admin account (or sign up for a new account if this is your first time using Zoom).
  3. After signing in, select "Build App" from the "Develop" drop-down menu in the upper right corner of the page.

    Note:
    If you are not logged in, you will see "View App Types" here instead of "Build App."
  4. On the Choose your app type page, click the Create button in the OAuth box.

  5. The Create an OAuth app dialog will appear. Enter a name for your app (it can be anything you choose with a 50-character limit), and select Account-level app for the app type.

    Tip:
    To enable this functionality for multiple Zoom users, select the User-managed app option instead.
  6. Click Create. This will take you to your app's main page and settings.

Section 2. Configure Redirect and Whitelist URLs

Remember:
Make sure you're in Salesforce Classic mode to complete this setup.
  1. First, you'll need a portion of a Visualforce URL for use in some of the OAuth app settings. To copy the URL, navigate to Events Rx and click on the Events Rx Admin Panel.

  2. From the Events Rx Admin Panel page, go to the browser address bar and copy the URL up to and including visualforce.com. Exclude the forward slash (/).

  3. Go back to the Zoom OAuth app.
    Note:
    In Zoom, be sure you are on the App Credentials page in the app you just created.

  4. Paste the Visualforce URL into the field under Redirect URL for OAuth in the Development section at the top, and append /apex/erx_events__ERxCreateZoomMeeting directly after visualforce.com.

    Note:
    The first portion of your URL, up to and including visualforce.com, is unique to your org and will be different from the above example. The appended portion, /apex/erx_events__ERxCreateZoomMeeting, is boilerplate and can be copied and pasted.
  5. Next, you will add four different URLs to the fields under Add Whitelist URLs. (As mentioned above, the first part of the domain will be unique to your org.) On the Zoom App Credentials page, scroll down for the Whitelist URL section.

  6. Instructions for entering the four URLs:
    1. The first URL is your org's domain, which ends with my.salesforce.com and not visualforce.com. Log in to your Salesforce org (if you're not already logged in), navigate to Events Rx, and click the Home tab. In the browser address bar, copy the URL up to and including salesforce.com. Exclude the forward slash (/).

    2. Paste this portion of the URL into the first Whitelist field on the Zoom App Credentials page. Example:

    3. Click the gray "Add a new one" button to create a new field. Paste your Salesforce domain URL again, but this time Append /redirectURL to the end. Example:

    4. Click "Add a new one," and in the third field paste the first portion of your mysalesforce domain. Now append /auth at the end.

    5. Stay on this page and scroll up to the Redirect URL for OAuth field. Copy the entire visualforce.com domain that you added earlier (including /apex/erx_events__ERxCreateZoomMeeting).
    6. Scroll back down to the Whitelist section, add one more new field, and paste the URL there. (In the example below, note that a small portion of the URL is cut off due to field length, but it is there in its entirety.)

    After you've entered the URLs, stay on this page (i.e., don't click the Continue button yet). You'll need to capture some information for Events Rx custom settings, which is discussed in the next section.

Section 3. Add Events Rx Custom Settings

Attention:
In the steps below, be sure to use Development Credentials and not Production Credentials, or you may see an Invalid Redirect error.
  1. In Events Rx, go to Setup > Custom Settings and click Manage next to Events Rx.

  2. On the Manage Custom Setting page, click DEFAULTS.

  3. On the Events Rx Detail page, click the Edit button and scroll down to the Zoom Client Id and Zoom Client Secret fields.

  4. The data you need for both of these fields is located on the Zoom App Credentials page. Return to that page, scroll up to the Development section and locate the Client ID and Client Secret fields.

  5. Copy each field and paste the data into the respective fields on the Events Rx Custom Setting Detail page, and save the custom setting (the Save button is at the top of the page).

Section 4. Additional Zoom Settings

After you're done entering the Zoom Client ID and Client Secret in Events Rx, return to the Zoom App Credentials page.

  1. Click the Continue button. This takes you to the Information page where you can enter a description for your app, contact info, company name, etc. After you've filled out this page, click Continue again to go to the Add Features page.
  2. Turn on the Event Subscriptions toggle and then click the Add new event subscription button that appears dynamically.

  3. Clicking the button opens a new set of fields on the page. Scroll down to the Add events button and click on it.

  4. A window pops up where you'll configure a few more settings. In the Meeting section, select these three options (the first option is at the top of the list; scroll down a bit for the second two):
    • Start Meeting
    • Meeting has been created
    • Meeting has been updated


  5. Click Done.
  6. Back on the Add Features page, click Continue and "leave without saving" when prompted.
  7. On the Scopes page, click the Add Scopes button.

  8. In the Add Scopes Dialog in the Meeting section, select all three options in the right pane.

  9. In the User section, check the box for View all user information.

  10. Finally in Account, check the boxes for the first two options in the right pane.

  11. Click Done.
  12. Click Continue.
    Note:
    You do not need to submit the Zoom App or perform any other steps after clicking Continue.

You are now ready to start using Zoom integration with Events Rx. Learn more here: Zoom for Campaigns, Visit Series and Activity Series.