To configure this feature:

1. Ensure Configuring Call Reporting is complete.
2. Assign the Engage End User Permission Set to the appropriate security profiles, which includes:

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	CRE	n/a	modified_date__v ownerid__v	Read
   			call_datetime__v duration__v remote_meeting_type__v zoom_remote_meeting__v	Edit
   engage_link_settings__v	R	n/a	modified_date__v setupownerid__v	Read
   remote_meeting__v	CRE	zoom_call_meeting__v	modified_date__v ownerid__v	Read
   			latest_meeting_start_datetime__v meeting_id__v meeting_name__v meeting_outcome_status__v meeting_password__v mobile_id__v scheduled__v scheduled_datetime__v vexternal_id__v zoom_meeting_external_id__v zoom_meeting_join_link__v zoom_meeting_start_link__v	Edit
   sent_message__v	CRE	remote_meeting_invite_link__v	modified_date__v ownerid__v	Read
   			call__v capture_datetime__v engage_link__v mobile_id__v sent_from_platform__v sent_via__v transaction_type__v user__v	Edit
   user__sys	n/a	n/a	enable_zoom__v	Read
   user_detail__v	CRE	n/a	modified_date__v ownerid__v remote_meeting_name__v (optional; edit this field to change the default Meeting Topic text for remote meetings)	Edit
   message__v	R	n/a	modified_date__v ownerid__v user_language_code__v	Read

3. Navigate to Admin > Configuration > Objects > Call (call2__v) > Fields.
4. Ensure the zoom_meeting__v picklist value is active for the remote_meeting_type__v field.
5. Select the Layouts tab.
6. Select the Enable Remote Meeting section attribute for the General Call section on call2__v object layouts to display the Zoom meeting user interface.
7. Navigate to Admin > Configuration > Objects > Remote Meeting (remote_meeting__v) > Layouts.
8. Place the meeting_name__v field on the zoom_call_meeting__v layout on the remote_meeting__v object and set the field to read-only (optional; this prevents users from editing the Meeting Name in the meeting information modal on the call report).
9. Navigate to Business Admin > Objects > Users (user__sys).
10. Select the enable_zoom__v check box for the appropriate user__sys records.
11. Navigate to Business Admin > Objects > VMobile Object Configurations (vmobile_object_configuration__v).
12. Ensure the following VMOCs are enabled for the appropriate platforms:
    • call2__v
    • engage_link_settings__v
    • message__v, with a WHERE clause including the following:
    • WHERE category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink')
    • remote_meeting__v
    • sent_message__v
    • user_detail__v (optional; this allows end users to change the default Meeting Topic text for remote meetings)

To allow meeting hosts to send Zoom meeting invites to attendees on iPad:

1. Navigate to Admin > Configuration > Objects > Sent Message (sent_message__v) > Fields.
2. Enable the zoom_join_url__v picklist value for the transaction_type__v field for the remote_meeting_invite_link__v object type.
3. Navigate to Business Admin > Objects > Engage Link Settings (engage_link_settings__v).
4. Populate the engage_link_apps__v field with the ENGAGE_LINK_APPS;;EngageLink Veeva Message.
5. Navigate to Business Admin > Objects > Veeva Messages (message__v).
6. Select the ENGAGE_LINK_APPS Veeva Message.
7. Populate the Text field with a list of sharing options available for end users using the format App1;;App2. The sharing options display in the order defined in this field. Available values are:
   • EngageChat
   • Messages
   • WhatsApp
   • LINE
   • LINEWORKS
   • QRCode
   • CopyURL (includes QR Code^®)

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the permission set for the appropriate user profile.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	n/a	n/a	call_datetime__v remote_meeting_type__v zoom_remote_meeting__v	Read
   remote_meeting__v	R	zoom_call_meeting__v	zoom_meeting_join_link__v	Read

5. Navigate to Business Admin > Objects > VMobile Object Configurations (vmobile_object_configuration__v).
6. Ensure the following VMOCs are enabled for the appropriate platforms:
   • call2__v
   • remote_meeting__v
   • user_detail__v (optional)
7. Ensure user attendees have visibility to call reports where they are added and can sync calls to their devices.

End users in a multi-Vault domain can schedule and host Zoom meetings from different Vault instances with access to different data and content. Users must have an active Engage license for every Vault instance. Ensure Zoom meetings are configured in each appropriate Vault CRM instance. See About Veeva Vault Domains & Domain Settings for more information.

Meeting information is not shared between Vaults in the same domain, even if the end user is the same. When an end user schedules and hosts a Zoom meeting from a specific Vault instance, other Vault instances in the same domain do not have access to the data for that meeting. The in-meeting functionality is controlled by the Zoom Enterprise account settings shared by all the Vault instances.