Overview

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:

• Install GoMeddo Zoom in a Sandbox

• Install GoMeddo Zoom in Production

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

1. In Salesforce, go to Setup

2. Under Identity you will find Auth. providers

3. Add a new provider, for the type select Open id connect

4. Give this record a name and add the client id copied from the Zoom app to “key”

5. Add the client secret to “secret”

6. For the authenticate url use:
   https://zoom.us/oauth/authorize

7. For the token url use:
   https://zoom.us/oauth/token

8. Make sure that “Send client credentials in header” is checked

9. Save the record

After that you need to add a Named Credential

1. Go to setup>Security>Named credentials

2. Navigate to the External credentials tab

3. Give it a recognisable name and label, and choose oAuth 2.0 as the protocol

4. Then add scope: meeting:write:admin

5. 

   Choose the authentication provider that has been created before

6. Save

Map and assign permission set

1. Add a permission set mapping to the external credential

2. Select the packaged permission set or select one that you have created

3. Make sure to choose Named Principal for identity type

4. Save
   

   

5. Then go actions on the permission set and press Authenticate:

   

6. Press Allow
   
   

   

7. Then Salesforce will inform you it was succesful
   

   

8. Assign the permission set to the users that should be able to create Zoom Meetings.

Add named credentials

1. Then go back to named credentials, now add a named credentials (not an external credential this time!)

2. Add a Label and add GoMeddoZoom as name.

3. Add https://api.zoom.us/v2 to the URL field

4. Add the external credentials GoMeddo Zoom and add GMZoom as namespace

5. Save

   

Step 3 Use a flow to create the meeting (example)

1. Go to Setup -> flows and create a new flow

2. Create a Scheduled path

3. 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.

4. Add an Apex Action to the scheduled path

5. Select / Search for “Create Zoom meetings for list of reservations”
   

   

6. Set the input value “reservations“ to your reservation list

7. Set the input value for “zoomUserId“ to the e-mail address of the zoom user you want to be the creator of the meeting
   

   

8. Save and activate the flow

9. 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:

Steps:

1. Go to Setup - Object Manager and find the Reservation object.

2. Go to Page layouts - there drag the Zoom Join URL field to the page layout and save.

3. Go to Field Sets - Add the Zoom Join URL field to the field set that you are using on your reservation type and save.