ZOOM INTEGRATION WITH SALESFORCE APPROACH EXPLAINED BY GIRIKON’S SALESFORCE SUPPORT CONSULTANTS

June 4, 2019
Sourabh Goyal

Salesforce Support team are regularly asked questions about Zoom, its capabilities are the benefits once integrated to Salesforce. Earlier this year Salesforce Ventures invested in Zoom’s IPO where market analysts are predicting a closer bond between the companies. Salesforce is now working to enable Sales and Service teams using Salesforce to use Zoom’s live video including the artificial intelligence engine Einstein. Girikon, a Salesforce Implementation Partner understand the need to be proactive in this space and with the assistance of theirSalesforce Support teamTeam are working closely with existing clients to integrate Salesforce to Zoom with the knowledge that new Salesforce implementations will include this type of integration within the project scope.

In this article Girikon’s Salesforce Consultant Sourabh provides us with some further information about Zoom and how it can be integrated with Salesforce.

What is zoom?

Zoom unifies cloud video conferencing, simple online meetings and group messaging. It offers the best video, audio, and wireless screen-sharing experience.

Zoom integration with Salesforce

The Zoom integration with Salesforce will allow you to start scheduling meetings directly within Salesforce. You can quickly set up Zoom meetings with leads, contacts and view your scheduled Zoom meetings.

The following are the basic steps to integrate Zoom into your Salesforce org:

Install Zoom app from the Salesforce AppExchange: First find the Zoom App in the Salesforce AppExchange and select “Get It Now”. After that follow all the installation steps.
Configure Zoom app: Configure your Zoom app to connect to your Zoom account and enable desired features. For doing that login to your Zoom admin account and build an app then you will get an “API Key” and “API Secret”.
Setup user access to Zoom app: Assign zoom permission sets to the user.
Enable and setup desired Zoom features: In Salesforce open zoom config and fill all the details here.

Zoom Settings: In this section fill API Key, API Secret and select mail default from address to set an outbound email for all your meeting invitation emails.
User Settings: User setting is a user level setting. PMI Enabled, by checking the “PMI Enabled”, the user will always use PMI (Personal Meeting Number) to schedule or start Instant Meetings (not recommended). Send Email to Attendees at Launch, by checking it, the user will be able to send Email to the attendee after starting the meeting from Lead and Contact. Send ICS in Invitation Email, it adds an ICS (Internet Calendar Scheduling) as the attachment to meeting invitation email.

Use Google Calendar API Setting: Sync your google calendar to your zoom meeting.

Create Events for Non-Salesforce Zoom Meetings for matching Contacts/ Lead: This feature will pull the zoom meetings that are created outside of salesforce into salesforce.

Customize Salesforce Objects to Include Zoom Features: You need to do customization of the following objects’ page layouts Event, Lead, Contact and Case.

Scheduling a meeting from Salesforce:

We can schedule a meeting from Salesforce, send invitation through an email to our participants.

To schedule a zoom meeting, we have to create a calendar event and while creating we can select the contact (from the first red colored highlighted section) and also provide some external email addresses for meeting whose contacts are not present in salesforce (from the second highlighted section). In the zoom meeting information section, we can give permissions to our participants like they can join before host or not and select the date, time and duration for meeting. After doing this when we click on the save button, immediately it sends an email to our participants with all the information. You can see that email in below image:

Zoom provides an URL in the email, using that URL a participant can join the meeting.

Zoom Meeting Starts:

You can see in the above image Zoom provides us so many features like, we can send invitation to the other people during meeting, see the number of participants, screen share, chat with the participants, record the meeting and leave meeting.

Invite: We can send invitation to the other people during meeting through email or phone.

Participants: You can see who are participating in this meeting.
Share: Anyone who is participating in the meeting can share their screen but if at the same time host and one of the participants wants to share their screen then you can do the below settings.

You have option like, you want to share your entire screen, an application window or chrome tap.

Request Remote Control: Once any participant’s screen has been shared in a meeting, you may request to gain control. Simply click on the Options button and select “Request remote control.”

It sends a request to the person who is sharing their screen. If participant accepts you request, then you can control their screen.

Annotate: Meeting participants can annotate on a shared screen as a viewer. Participants can draw and highlight on the screenshare.

Chat: You can chat with other participants within a meeting. It provides two options during chat; you can send a private message to an individual user or you can send a message to everyone.
Record: Click on the “Record” option to record

Benefits of Zoom Meeting:

You can schedule the meeting with any contact or lead in Salesforce.
Host will get a reminder within Salesforce before meeting starts.
Once you have started your meeting and few participants join the meeting, now you want no one new participant can join the meeting so, host have an option of lock the meeting.
Screen share, annotate and request remote control.

About Girikon

Girikon a Salesforce Implementation Partner with offices in the USA, Australia and a development centre in Noida India.

Girikon is a Salesforce Consulting Company and is focussed on quality delivery, global presence and outcome based local approach.

Girikon’s agile delivery model has been developed over many years working for many and varied industries and across the globe. Girikon take discovering your business seriously through all phases of the project, we proactively find solutions to your most important problems, and our Certified Salesforce Consultants have the experienced and knowledge to deliver a cost effective and quality outcome.

Girikon’s Salesforce Support team take over from the end of the Implementation to ensure you have smooth transition and keep you informed of all new Salesforce features and capabilities to ensure you realise the maximum benefit from the platform.

Our Certified Salesforce Consultants will ensure:

They have the required knowledge and experience to deliver a solution which is fit for purpose and your return on investment is achieved in record time.
Gather all requirements, pain points and prioritise according your needs.
Take the time to understand your business knowing each organisation is unique.
It understands the business culture, technologies and processes to ensure you are making informed business decisions.

About Author

Sourabh Goyal

Sourabh Goyal is currently a Salesforce Consultant at Girikon working for the company for nearly five years. Experienced and Salesforce Certified x 3 with a history in the information technology and services industry, skilled in Salesforce.com, JQuery, SQL, Creative Style Sheets (CSS), Java and HTML graduated from National Academy, Alwar.

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Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico, Student Engagement Manager, La Trobe University Student Union

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for “non-technical” people 😊. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye, Commercial Operations and International Manager, The Gordon

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson, CEO, Council of Single Mothers and their Children

Girikon was excellent in suggesting and implementing what’s a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there’s probably Agile project management at its finest.

Carmelo Pellizzeri, Director of Revenue Operations, Maropost

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner, National IT Manager, Morling College.

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson, CEO, Hendry

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman, Marketing Manager, GIM Foundation

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas, Education Centre of Australia

Very happy with Girikon, as they finish the project working us a team and they got really engaged with our needs and specifications. The communication was excellent and i am more then happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

JGeorge Gkoumas, Specialist Technician, eduSTAR.TSS | Information Management and Technology Division Bannockburn P12 SC

Girikon have provided a great 'end to end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John Mitchell, CEO Delta Gymnastics Group.

“Outstanding Communication”

Jack Socratous, National Product Support, Training & Marketing Mgr, Komatsu Forklift Australia Pty Ltd

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali Abbas, Salesforce Administrator, Melbourne Market Authority

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris Cadden, Sales Manager, DreamCourts

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la Garde, Client and Operations Lead, Impact Investment Group

Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead Monaghan, Community Development Officer, Kwinana Early Years Services

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with..

Jennifer Galea, Finance Manager at Freemasons Victoria

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel Gourley President – 5WM

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark Homer, CEO, GNGF

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious “plug-and-chug” work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe Brodar, Development Strategist, GNGF

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris Baek, COO, K.K. GoGo World

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date

Erin Macdonald, Broker Support Officer, YAKKA FINANCE

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel Hibbert, Commercial Director, DIGITARY