Note: If you are in a meeting, you will see a pop-up window asking you to click Continue if you desire to proceed with the call. In the Allow Salesforce to managed call control actions on your behalf?, click OK.(Optional) On your Salesforce app, click the Contacts tab, identify the contact to call, then click the number under Phone to directly call the contact.In the Search By Name box, type the name of person to call or hit the number keys, then click the phone icon.From the phone dial pad, select the Keypad tab, then select or hide your caller ID as desired.At the bottom left of the Salesforce app, click the Phone widget Phone.Access the Zoom Phone widget in your Salesforce app.
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How to use the Zoom Phone widget in Salesforce Dial a phone number In the You are about to add Salesforce page, click Authorize.Note: If you get any error while signing in, contact your Salesforce admin. Click Sign In on the Zoom Phone widget.At the bottom left of the Salesforce app, click the Zoom Phone widget Zoom Phone.Note: Contact your Salesforce admin if you cannot locate the Salesforce application where the Zoom Phone widget was assigned. Identified the Salesforce application where the Zoom Phone widget was assigned.How to access the Zoom Phone widget in your Salesforce app Zoom for Salesforce app version 3.21 and higher.Note: If the app is not installed, contact your Zoom and Salesforce admins. Zoom account with a Zoom Phone call plan.Prerequisites for using Zoom Phone in Salesforce How to log calls taken from the Zoom client only into Salesforce.Send a text message to a phone number or contact/lead.How to manage voicemails and recordings.How to use the Zoom Phone widget in Salesforce.How to access the Zoom Phone widget in your Salesforce app.This integration works for Salesforce Lightning or Classic. Use the Zoom phone app within Salesforce to seamlessly place a call from the phone widget.
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