GoMeddo allows an out of the box integration with Zoom to facilitate the generation of Meetings from your GoMeddo reservations.
Step 1 install the package:
We assume you already have GoMeddo installed. The Zoom extension is supported in version 5.2 of GoMeddo or higher.
Important! Make sure to always install “For Admins Only”.
Step 2 Authenticate the Zoom account:
When you have performed the actions in the Set up Zoom App step, you need to authenticate the Zoom App you just created from Salesforce, it requires you to perform a few easy steps to authenticate.
Add an Auth provider
In Salesforce, go to Setup
Under Identity you will find Auth. providers
Add a new provider, for the type select Open id connect
Give this record a name and add the client id copied from the Zoom app to “key”
Add the client secret to “secret”
For the authenticate url use:
For the token url use:
Make sure that “Send client credentials in header” is checked
Save the record
After that you need to add a Named Credential
Go to setup>Security>Named credentials
Navigate to the External credentials tab
Give it a recognisable name and label, and choose oAuth 2.0 as the protocol
Then add scope:
Choose the authentication provider that has been created before
Map and assign permission set
Add a permission set mapping to the external credential
Select the packaged permission set or select one that you have created
Make sure to choose Named Principal for identity type
Then go actions on the permission set and press Authenticate:
Then Salesforce will inform you it was succesful
Assign the permission set to the users that should be able to create Zoom Meetings.
Add named credentials
Then go back to named credentials, now add a named credentials (not an external credential this time!)
Add a Label and add GoMeddoZoom as name.
Add https://api.zoom.us/v2 to the URL field
Add the external credentials GoMeddo Zoom and add GMZoom as namespace
Step 3 Use a flow to create the meeting (example)
This is an example how to setup a very simple flow adding the Zoom link to the reservation once it’s created.
Go to Setup -> flows and create a new flow
Create a Scheduled path
Create a variable that can have multiple values of the reservation and fill it with the reservations you want to have a meeting created for using.
Add an Apex Action to the scheduled path
Select / Search for “Create Zoom meetings for list of reservations”
Set the input value “reservations“ to your reservation list
Set the input value for “zoomUserId“ to the e-mail address of the zoom user you want to be the creator of the meeting
Save and activate the flow
The flow will now fill the “Zoom_Join_Url__c” field on the Reservation object asynchronously depending on your configuration.
Step 4 Add fields to reservation page layout and reservation form
To show the Zoom URL field on the reservation form and the reservation record page, you need to take the following steps:
Go to Setup - Object Manager and find the Reservation object.
Go to Page layouts - there drag the Zoom Join URL field to the page layout and save.
Go to Field Sets - Add the Zoom Join URL field to the field set that you are using on your reservation type and save.
As a FYI; The “Zoom Start URL” field also exists, this is added for possible future extensions of the Zoom App. For now you can just use the “Zoom Join URL”