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Zoom for Lightning
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- SalesCustomer ServiceMarketing
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- Sales CloudService Cloud
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Collaborate seamlessly using Zoom’s integration with Salesforce Sales Cloud, Service Cloud, and CTI. Supercharge your productivity and enhance customer experiences by leveraging Zoom Workplace features directly in your Salesforce environment.
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Do we have any helper classes provided as part of this app installation that can be used to generate
We need to generate zoom meeting urls through a custom flow. Will this package installation provide helper classes to generate the meeting urls outside of custom buttons?
Salesforce Open CTI Retirement announcement
A few months ago, I developed a proof of concept using this app to integrate Zoom Contact Center with Salesforce. Recently, I saw Salesforce announce the retirement of Open CTI and the switch to Service Cloud Voice. Salesforce Open CTI Retirement in February 2028 - https://help.salesforce.com/s/articleView?id=005306437&type=1 Any impact to this app?
Do not bother.
The automation in this app is very hard to follow. There is no developer documentation that explains what they are doing behind the scenes and getting answers to our questions on the package is like pulling teeth. We have run into "unable to obtain exclusive access" issues with their runaway triggers. We have had our records deleted under our noses due to "bugs" in their package. There have been bugs in this package that prevent users from interacting with Standard objects if they don't have a zoom account. We have been trying to work with this managed package to populate our zoom data to Salesforce, but in the past when we have run into issues such as the above we have been met with a very slow Zoom Support process (sometimes weeks and escalations to our account manager to even get our issue infront of someone who understands the package). Their solution for this is for us to increase our spend with Zoom (which is already very high) for premier support. If you are using zoom and would like your zoom data in Salesforce, I would HIGHLY recommend to stay away from this package and build your own custom solution. While the managed package is free - if you want trustworthy data without headaches when trying to add any sort of customization to the standard activity process in SF - AVOID THIS PACKAGE!
Great for small teams - everyone else should run
In addition to the very valid complaints in the other reviews (lack of reliability being the main one), they recently switched to the "Zoom for Salesforce Lightning -- ZP/ZM/ZW" Zoom App for OAuth. This is breaking functionality that is mentioned nowhere, not even in the Zoom for Lightning documentation, and I'm grateful we have a super responsive IT team who was able to enable it quickly. I'm guessing someone flipped a feature flag on the back-end, but this is honestly just the latest in a long string of abysmal onboarding and user experience (try linking a ZCC call to your Case, or screen pop into a flow and watch your dev tools as Zoom silently overrides your selections, then fail). We're 1.5 years in with minimal improvements and looking forward to literally anything different.
Hi Jake, Thank you for taking the time to share your feedback. Your input is valuable, and we want to address your concerns directly. To clarify, the Zoom for Salesforce Lightning (ZP/ZM/ZW) app has always been our OAuth solution. However, you may be referring to the transition from our legacy Zoom app (Zoom for Salesforce) which is now delisted from the AppExchange. While we’ve stopped offering the legacy app to new customers, existing users were not required to migrate, and many still use the previous version without issues. We also want to assure you that no breaking changes were introduced during this transition. If your team faced unexpected behavior during the migration, we’d love to investigate further. Our documentation offers detailed migration steps [https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0057656], but we’re happy to provide additional support to ensure your experience improves. We appreciate your patience and would welcome the opportunity to connect with your team to resolve any remaining issues. Please fill out an IT request form here: https://support.zoom.com/hc/en/new-request?id=new_request&sys_id=cb06ab4b8702255089a37408dabb3555 We look forward to supporting you, Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
Nightmare with Zoom Contact Center
Lots of issues with their contact center. Agents get logged out in the middle of the call. Randomly auto changes agent status.
Hi Abu, We’re happy to confirm that your inquiry has been resolved as per the support ticket raised by your team, and the ticket is now closed. For future reference, the best way to receive assistance is by submitting a ticket [https://support.zoom.com/hc/en/new-request?id=new_request&sys_id=cb06ab4b8702255089a37408dabb3555 ]. This ensures your issue is addressed promptly and avoids delays that may occur through other channels like review platforms. We appreciate your understanding and look forward to supporting you whenever needed! Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
not able to configure it properly in between zoom Outlook and sfdc when an event is creating through
Not able to configure the setup when creating a zoom invite through events object then the invite link is not sending to that email adress the outlook or zoom calender is not updating and the response from that mail accept reject and decline no response this type of response is not getting tracked... I need a support from your team but no way to contact you yous chat bot is also not properly working... I have spend so many days in this but not able to configure the package correctly if any help from you guys are available please comment below or contact sahilsf.ramteke@gmail.com for this.
Hi Sahil, Regarding your inquiry, our teams will be happy to support as this appears to be a simple user flow adjustment needed. We support the creation of Zoom Meeting invites from Salesforce, and also provide a setting that can be used to configure the syncing of a meeting to 3P calendars via Zoom Meetings. Please submit a request ticket here: https://support.zoom.com/hc/en/new-request?id=new_request&sys_id=cb06ab4b8702255089a37408dabb3555 Additionally, for self-service support, visit the Zoom Community website, where you can connect with peers and find answers to your questions. Additionally, you can explore the Knowledge Base, or visit the Learning Center for in-depth tutorials and training. Zoom Support: https://support.zoom.com/hc/en/contact?id=contact_us Zoom Community website: https://community.zoom.com/ Zoom Learning Center: https://learning.zoom.us/learn We look forward to hearing from you, Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
Not so Bad
Zoom Phoneで電話をした際の、活動レコードの作成タイミングが遅いです。 電話の開始時に作成してくれたら、より素晴らしい体験になるでしょう。
Hi 福太郎 松本, Thank you for your feedback. Regarding your inquiry, our teams will be happy to support. Please submit a request ticket here: https://support.zoom.com/hc/en/new-request?id=new_request&sys_id=cb06ab4b8702255089a37408dabb3555 Additionally, for self-service support, visit the Zoom Community website, where you can connect with peers and find answers to your questions. Additionally, you can explore the Knowledge Base, use the Chatbot for quick help, or visit the Learning Center for in-depth tutorials and training. Zoom Chatbot support: https://support.zoom.com/hc/en/contact?id=contact_us Zoom Community website: https://community.zoom.com/ Zoom Learning Center: https://learning.zoom.us/learn Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
Great for Desktop Users, Broken for Mobile: Zoom Phone on Your Cell Makes This App Useless
Revised review (updated 8/2026): If your team makes and receives Zoom Phone calls on the Zoom desktop client, this app works OK. If anyone uses a desk phone or the Zoom mobile app on iPhone or Android, it does not, and two years later that still hasn't changed. Click-to-dial, screen-pop, and call control all fail when a mobile device is the connected client, because the softphone cannot detect the Zoom app on a locked phone. Most phones lock after 30 seconds of inactivity, so even with Zoom running in the background, this app effectively requires the phone to stay unlocked all day. That's impractical and a security risk. Every time the phone is unlocked, the browser must be refreshed before the softphone will reconnect. The moment the phone locks again, the softphone is dead until you unlock and refresh once more. And there's no warning when this happens: the softphone continues to show the iPhone as the connected device, but click-to-dial simply fails with "No Zoom client connected." For those who work from a cell phone while at their desk and on a laptop in the field, this app is unusable. Desktop-client-only offices will be fine. Everyone else should look elsewhere until Zoom addresses mobile client connectivity.
Hi Daniel, Thank you for your feedback The Salesforce app is primarily designed to support desktop use with active Zoom clients, whether on desktop, mobile, or desk phones (where call controls are managed by the Zoom client). Currently, when the Zoom mobile app runs in the background, we’re unable to support making or receiving calls from the Salesforce desktop app. However, we’re excited to let you know that we’ve recently introduced click-to-call and click-to-SMS features for Salesforce mobile, catering to mobile use cases. Additionally, keypad support for the Salesforce softphone was added in our August release. Our teams have contacted you for support. Additionally, for self-service support, visit the Zoom Community website, where you can connect with peers and find answers to your questions. Additionally, you can explore the Knowledge Base, use the Chatbot for quick help, or visit the Learning Center for in-depth tutorials and training. Zoom Chatbot support: https://support.zoom.com/hc/en/contact?id=contact_us Zoom Community website: https://community.zoom.com/ Zoom Learning Center: https://learning.zoom.us/learn Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
Getting this Error : "List has no rows for assignment to SObject"
I'm trying to call 'makeItZoomMeeting' through the lightning Action Button but getting this List has no rows for assignment to SObject.
Hi Shubham, Thank you for your question. We looked into this error, and it appears that you may be using the custom lightning action incorrectly. You should use the lightning action from the event record page. For further assistance, please submit a support ticket here: https://support.zoom.us/hc/en-us/requests/new. Our customer support team will quickly help you resolve this, and this is the best place to receive support. We appreciate your understanding as we address your concerns and look forward to hearing from you. Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
Terrible integration and support
I'm sure the system works well once you can get it to work and its configured with Salesforce but we have done a lot of tests, spent a lot of days and cant get anything working from the security set up, recording appointments in salesforce, waiting rooms, access via mobile phone for a client and changing the email notification message. A lot of time and effort spent in the first instance just to be able to schedule a zoom meeting via salesforce (but as noted this doesn't record in your Salesforce appointments). Chat bot is the immediate support and directs you to a community to talk to other people having the same problems but no solutions. The one star is for the phone line set up. Great set up, had an appointment with a specialist to explain everything. Why is this not the same for the meetings?
Hi James, Following up here as we'd like to ensure you that we provide support for all aspects of the integration, not just meetings. For your inquiry, you can follow this link https://support.zoom.com/hc/en/contact?id=contact_us and use the Submit a Ticket button toward the bottom of the page to get in touch with our support team. Thank you, Zoom Integration Support salesforce-integration-support@zoom.us
Hi James, Thank you for your feedback. For assistance with your inquiries, please submit a support ticket here: https://support.zoom.us/hc/en-us/requests/new. Our customer support team will quickly help you resolve any issues. We appreciate your understanding as we address your concerns and look forward to hearing from you. Best regards, Zoom Integration Support salesforce-integration-support@zoom.us
Thank you for the info Raji! I suppose we will need to move onto Zoom's "Contact Center" or some other service at some time well before the February 28, 2028 deadline.