Complete the following steps to enable synchronization of Fonteva events with Zoom meetings and webinars.
Important: A Zoom account is required to complete this procedure. If you do not already have a Zoom account, you can create one here.
Step 1: Create an OAuth App in Zoom
Create a Zoom OAuth App to authorize Fonteva to connect with your Zoom account. OAuth 2.0 is an industry-standard authorization protocol that enables Webinar Sync to obtain requested access to Zoom user accounts.
Best Practice: Use similar names when creating the Zoom OAuth app and Webinar Sync connection. Doing so will make it easy to discern which Zoom OAuth apps are associated with your Webinar Sync connections.
Go to the Zoom App Marketplace.
In the top right corner, select Sign In and log in with your Zoom credentials.
Select Develop > Build App.
In the OAuth tile, select Create. The Create an OAuth app modal opens.
In the App Name field, enter a name for your app.
Select Account-level app.
Deselect By publishing to Marketplace, your app will be available for external users to install and use.
Select Create. The App Credentials window opens.
In the navigation bar on the left, select Information.
In the Basic Information window, complete the required fields.
Short Description. Enter a brief description of your OAuth app.
Long Description. Enter descriptive text for the app.
Name. Enter the name of the responsible Fonteva System Administrator.
Email address. Enter the email address of the named Fonteva System Administrator.
On the left, select Scopes.
Select + Add Scopes. The Add Scopes modal opens.
Select Meeting, and then select View all user meetings and View and manage all user meetings.
Select Webinar, and then select View all user Webinars and View and manage all user Webinars.
Select Recording, and then select View all user recordings and View and manage all user recordings.
Select User, and then select View all user information and View users information and manage users.
Select Account, and then select View account info and View and manage account info.
Select Dashboard, and then select View all users' Zoom Room usage statistics and information.
Select Report, and then select View report data.
On the left, select App Credentials. The Client ID and Client Secret field values are needed to complete the next section; for reference, keep this tab open.
Step 2: Create a Zoom Connection in Fonteva
After creating an OAuth app in the Zoom App Marketplace, configure a Zoom Connection in Fonteva Events. This section requires you to copy information between Fonteva and the Zoom OAuth app created in the previous section. For ease of use, keep the Zoom App Marketplace and Fonteva open in separate browser tabs.
Note: Only Staff users with the System Administrator profile can configure connections.
Create a New Auth Provider
Create an Authentication provider in Webinar Sync to allow the Zoom platform to access your Salesforce org.
Open a new browser tab and log in to Fonteva.
Go to App Picker > Webinar Sync - Setup.
Select + Add Zoom. The Add New “Zoom” Connection modal opens.
In the Connection Name field, enter a name for your new Zoom connection. This field is limited to 28 characters and accepts alphanumeric characters only.
Select Create New Auth Provider. The Add New “Zoom” Connection modal displays a message noting that the auth provider was created successfully.
Select Update Auth Provider with Client ID & Secret. The Setup Auth. Providers window opens in a new browser tab.
Return to the Lightning Experience | Salesforce browser tab. In the Add New “Zoom” Connection modal, select Save.
Return to the Auth. Providers | Salesforce browser tab. Select Edit.
Update the Consumer Key and Consumer Secret fields with values copied from the App Credentials tab in the Zoom OAuth app created in Step 1.
In the Consumer Key field, remove the default entry and paste the value from the Zoom OAuth app Client ID field.
In the Consumer Secret field, remove the default entry and paste the value from the Zoom OAuth app Client Secret field.
In the Salesforce Configuration section, copy the value in the Callback URL field.
Go to the Zoom App Marketplace tab. In the Redirect URL for OAuth field, paste the Callback URL copied in the previous step.
In the Whitelist URL field, paste the Callback URL copied in step 10. Edit the URL to remove all characters following “salesforce.com.”
Select Activation and ensure there are no errors noted.
Return to the Lightning Experience | Salesforce browser tab.
Create a Zoom Connection
Create the connection that enables synchronization between Fonteva and your Zoom account.
Select the Named Credentials value. The Named Credentials setup screen opens in a new browser tab.
Select Edit, then select Save. Zoom opens in a new browser tab.
If prompted, log in using your Zoom credentials.
Select Authorize. The Named Credentials screen displays.
Confirm the Authentication Status updates to Authenticated.
Return to the Lightning Experience | Salesforce browser tab, then select Verify & Activate.
Confirm the connection Status updates to Active.
Add a Connection User. Now that a Connection exists between Fonteva and Zoom, identify and add the people who need to use the Connection.