{"id":6935,"date":"2020-07-27T16:42:50","date_gmt":"2020-07-27T16:42:50","guid":{"rendered":"https:\/\/help.predictiveresponse.com\/?p=6935"},"modified":"2022-05-30T13:56:07","modified_gmt":"2022-05-30T13:56:07","slug":"zoom-fusion-setup","status":"publish","type":"post","link":"https:\/\/help.predictiveresponse.com\/?p=6935","title":{"rendered":"ZFusion: Install and Connect"},"content":{"rendered":"\n<p><strong>Requirements:&nbsp;<\/strong>In order to install and connect the ZFusion app, you will need:<\/p>\n\n\n\n<ul><li>A Zoom user account with Zoom Webinar permissions<\/li><li>A Salesforce user account with System Administrator Permissions<\/li><\/ul>\n\n\n\n<p>You should be logged into both of the above accounts during the install\/connect process.<\/p>\n\n\n\n<h3>Setup Steps:<\/h3>\n\n\n\n<p><strong><img loading=\"lazy\" width=\"24\" height=\"22\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2018\/12\/Box.jpg\" alt=\"\">Step 1. Installing the ZFusion Salesforce app from Salesforce AppExchange.<\/strong><\/p>\n\n\n\n<p><strong><img loading=\"lazy\" width=\"24\" height=\"22\" class=\"alignnone wp-image-5909\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2018\/12\/Box.jpg\" alt=\"\">Step 2. Installing the ZFusion Zoom app from the Zoom Marketplace<\/strong><\/p>\n\n\n\n<p><strong> <img loading=\"lazy\" width=\"24\" height=\"22\" class=\"alignnone wp-image-5909\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2018\/12\/Box.jpg\" alt=\"\">Step 3. Connecting your Zoom account to Salesforce&nbsp; &nbsp; &nbsp;<\/strong><\/p>\n\n\n\n<p><strong><img loading=\"lazy\" width=\"24\" height=\"22\" class=\"alignnone wp-image-5909\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2018\/12\/Box.jpg\" alt=\"\">Step 4.&nbsp;Configuring ZFusion Settings<\/strong><\/p>\n\n\n\n<p><strong><img loading=\"lazy\" width=\"24\" height=\"22\" class=\"alignnone wp-image-5909\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2018\/12\/Box.jpg\" alt=\"\">Step 5. Configuring ZFusion Page Layouts<\/strong><\/p>\n\n\n\n<h2><b><a id=\"Install\"><\/a>Installing and Connecting the ZFusion App<\/b><\/h2>\n\n\n\n<p><strong><a href=\"#installsalesforceapp\">Step 1.<\/a> Installing the ZFusion Salesforce app from Salesforce AppExchange.<\/strong><\/p>\n\n\n\n<ol><li>Log into your Salesforce environment and navigate to the AppExchange.&nbsp; <em>Note that you must have a Salesforce Administrator&nbsp; profile or permission to install apps.<\/em><\/li><li>Find the ZFusion Salesforce app and install it into your Salesforce org. <em>You may choose to install for Admins only or for all users, depending on your team&#8217;s needs.&nbsp; A single ZFusion license allows all users in your org to access ZFusion objects, so there is no cost associated with broadening access to the app.<\/em><\/li><\/ol>\n\n\n\n<p><strong><a href=\"#installfrommarketplace\">Step 2.<\/a> Installing the ZFusion Zoom app from the Zoom Marketplace<\/strong><\/p>\n\n\n\n<ol><li>Log into your Zoom account. <em>Note that you must have Webinar permissions in Zoom to use this app.&nbsp;<\/em><\/li><\/ol>\n\n\n\n<p><strong><a href=\"#connectzoom\">Step 3.<\/a> Connecting your Zoom account to Salesforce&nbsp; &nbsp; <\/strong><\/p>\n\n\n\n<ol><li>Log into your Zoom account. <em>The logged in user should have Webinar permissions in Zoom.&nbsp;<\/em><\/li><li>While still logged into your Zoom account, navigate to the Zoom Connection tab in Salesforce and click \u201cConnect\u201d under the Zoom API section<br><img loading=\"lazy\" class=\"alignnone  wp-image-7262\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture1.png\" alt=\"\" width=\"500\" height=\"399\"><\/li><li>On the screen that appears, click the \u201cAuthorize\u201d button to allow Zoom to send your webinar data to Salesforce.<br><img loading=\"lazy\" class=\"alignnone  wp-image-7264\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture2-1.png\" alt=\"\" width=\"500\" height=\"618\"><\/li><li>You should now see a green checkmark, indicating that you have successfully connected your Zoom Account to Salesforce. <br><img loading=\"lazy\" class=\"alignnone wp-image-7266 \" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture3.png\" alt=\"\" width=\"500\" height=\"425\"><\/li><li>Next, to complete the connection from Salesforce to Zoom, click the \u201cConnect\u201d button in the Salesforce API Section of the Zoom Connection Tab.<br><img loading=\"lazy\" class=\"alignnone  wp-image-7267\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture4-1.png\" alt=\"\" width=\"500\" height=\"425\"><\/li><li>You should now see a green checkmark, indicating that you have successfully connected your Salesforce account to Zoom. <br><img loading=\"lazy\" class=\"alignnone  wp-image-7268\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture5.png\" alt=\"\" width=\"500\" height=\"425\"><\/li><\/ol>\n\n\n\n<p>There are several options for configuring the objects that ZFusion creates in your Salesforce.&nbsp; To customize your ZFusion setup, Navigate to the ZFusion Settings Tab and select the \u201cMaster\u201d ZFusion Settings object.<br><img loading=\"lazy\" class=\"alignnone  wp-image-7269\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture6.png\" alt=\"\" width=\"580\" height=\"175\"><\/p>\n\n\n\n<h5 class=\"has-medium-font-size\"><b><strong><a href=\"#configuresettings\">Step 4.<\/a>&nbsp;Configuring ZFusion Settings<\/strong><\/b><\/h5>\n\n\n\n<p>You can change data creation settings by editing fields on the Master ZFusion object.<br><img loading=\"lazy\" class=\"alignnone  wp-image-7270\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture7.png\" alt=\"\" width=\"580\" height=\"346\"><\/p>\n\n\n\n<ul><li><b>Account Record Type: <\/b>(Optional) To set the record type for accounts created by ZFusion, enter the 15 character Record Type ID* here (if left blank, default record type will be used)<\/li><li><b>Campaign Record Type: <\/b>(Optional) To set the record type for campaigns created by ZFusion, enter the 15 character Record Type ID* here (if left blank, default record type will be used)*<\/li><li><b>Contact Record Type : <\/b>(Optional) To set the record type for contacts created by ZFusion, enter the 15 character Record Type ID* here (if left blank, default record type will be used)<\/li><li><b>Create Opportunities : <\/b>Select the criteria for creating new opportunities from Zoom registrations. You can choose to:\n<ul>\n<li>\u201c-none-\u201d Create no opportunities<\/li>\n<li>\u201cFor all registrations\u201d: Create an opportunity for every new Zoom registration<\/li>\n<li>\u201cFor registrations &gt;$0\u201d Create an opportunity only for Zoom registrations with an associated cost<\/li>\n<\/ul>\n<\/li><li><b>Lead Source: <\/b>(Optional) set a default lead source value for new leads or contacts created by ZFusion. Note that the value selected here must be an existing picklist value on your Lead Source field.<\/li><li><b>Master Account <\/b>Select an account that will be assigned to all new contacts created by EV Fusion (if left blank, a new account will be created for each contact by default). <b>Note: <\/b>Salesforce NPSP users should leave this field blank, as NPSP will automatically create a household account for each contact.<\/li><li><b>Master Campaign: <\/b>(Optional) Select a campaign to be assigned as parent for all campaigns created by ZFusion<\/li><li><b>Opportunity Record Type:<\/b> To set the record type for opportunities created by ZFusion, enter the 15 character Record Type ID* here (if left blank, default record type will be used)<\/li><li><b>Opportunity Type:<\/b> (Optional) set a default Type value for new opportunities created by ZFusion.\n<p><strong style=\"font-size: inherit;\">*<\/strong><span style=\"font-size: inherit;\">To find the 15 character record type ID: Navigate to Salesforce setup\/object manager\/[object name]\/record types<\/span><img loading=\"lazy\" class=\"alignnone wp-image-6975\" style=\"font-size: inherit;\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2020\/07\/Picture10.jpg\" alt=\"\" width=\"800\" height=\"413\"><\/p>\n<\/li><\/ul>\n\n\n\n<p>You are ready to begin using ZFusion once you&#8217;ve completed these steps.<\/p>\n\n\n\n<p>If at any time you need help with your ZFusion setup, please <a href=\"https:\/\/help.predictiveresponse.com\/?page_id=7016\">visit our support resources<\/a> to contact us.<\/p>\n\n\n\n<h6><strong><a href=\"#configurelayouts\">Step 5.<\/a> Configuring ZFusion Page Layouts<\/strong><\/h6>\n\n\n\n<figure class=\"wp-block-embed-wordpress wp-block-embed is-type-wp-embed is-provider-predictive-help-center\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"whmnvoXfDF\"><a href=\"https:\/\/help.predictiveresponse.com\/?page_id=7284\">ZFusion Recommended Page Layouts<\/a><\/blockquote><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;ZFusion Recommended Page Layouts&#8221; &#8212; Predictive Help Center\" src=\"https:\/\/help.predictiveresponse.com\/?page_id=7284&#038;embed=true#?secret=whmnvoXfDF\" data-secret=\"whmnvoXfDF\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h4><strong>NEXT STEP:<\/strong> <a href=\"https:\/\/help.predictiveresponse.com\/?page_id=6894\"><strong>Using ZFusion<\/strong><\/a><\/h4>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"c-message_kit__blocks c-message_kit__blocks--rich_text\">\n<div class=\"c-message__message_blocks c-message__message_blocks--rich_text\">\n<div class=\"p-block_kit_renderer\" data-qa=\"block-kit-renderer\">\n<div class=\"p-block_kit_renderer__block_wrapper p-block_kit_renderer__block_wrapper--first\">\n<div class=\"p-rich_text_block\" dir=\"auto\">\n<div class=\"p-rich_text_section\"><br><br><h5><strong>Removing the ZFusion Zoom Salesforce Integration<\/strong><br><strong><\/h5>To Uninstall the ZFusion App:<\/strong><br>1. Log into your Zoom Account and navigate to the Zoom App Marketplace<br>2. Click Manage &gt; Installed Apps or search for the ZFusion app<br>3. Click the ZFusion app<br>4. Click Uninstall<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"c-files_container\">\n<div>\n<div class=\"c-file_gallery c-file_gallery__single_image c-file_gallery--mouse_mode\">\n<div class=\"c-aspect_box__outer p-message_gallery_image_file c-file_gallery_image_file\">\n<div class=\"c-aspect_box__inner\">\n<div class=\"c-aspect_box__content\">\n<div class=\"p-file_image_thumbnail__tiny_thumb_wrapper\">&nbsp;<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Requirements:&nbsp;In order to install and connect the ZFusion app, you will need: A Zoom user account with Zoom Webinar permissions A Salesforce user account with System Administrator Permissions You should be logged into both of the above accounts during the install\/connect process. Setup Steps: Step 1. Installing the ZFusion Salesforce app from Salesforce AppExchange. Step [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/posts\/6935"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6935"}],"version-history":[{"count":64,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/posts\/6935\/revisions"}],"predecessor-version":[{"id":7834,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/posts\/6935\/revisions\/7834"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}