To configure this feature:

1. Ensure the following are configured:
   • Scheduling and Starting Zoom® Meetings
   • Attendance Reporting for Zoom® Meetings
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   remote_meeting_attendee__v	RE	zoom_call_meeting__v	account__v attendee_not_on_call_report__v attendee_type__v attendee_email__v external_user_id__v system_reconciliation_processed_datetime__v system_reconciled_account_id__v system_reconciled_rule__v system_reconciled_user_id__v user__v user_reconciled_datetime__v	Read
   remote_meeting__v	RE	zoom_call_meeting__v	attendee_reconciliation_status__v Admins can create a report for remote_meeting__v records where the attendee_reconciliation_status__v value is pending_reconciliation__v to identify meetings with unreconciled attendees.	Read

Ensure the Engage System User is granted access to the following fields:

Customers using custom email fields on the address__v object must grant the Engage System User Read field permission to those fields.

See System Owned Users in Vault CRM for more information.

To configure this feature:

1. Ensure the following are configured:
   • Scheduling and Starting Zoom® Meetings
   • Attendance Reporting for Zoom® Meetings
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   engage_link_settings__v	n/a	n/a	remote_meeting_attendee_reconciliation__v	Read
   remote_meeting_attendee__v	RE	zoom_call_meeting__v	account__v attendee_not_on_call_report__v attendee_type__v object_type__v remote_meeting__v user_reconciled_datetime__v user__v - Permission to this field is required only when user attendees are enabled to join meetings.	Edit

6. Navigate to Business Admin > Objects > Remote Meeting Integration Settings.
7. Create a Remote Meeting Integration Settings record with the Zoom object type.
8. Navigate to Business Admin > Objects > VMobile Object Configurations.
9. Ensure the message__v VMOC uses the following WHERE clause: WHERE language__vr.admin_key_sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en') AND category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM'; 'Common', 'EngageLink', 'Engage')
10. Navigate to Admin > Configuration > Remote Meeting.
11. Select Manage in the Zoom tile to view the Zoom Administration page.
12. Enable the Attendance Reporting toggle.
13. Select the appropriate option fields to include in attendance reporting.
14. Select Save.

When a meeting attendee is reconciled with a person account call attendee or user attendee after a Zoom meeting, the account is stamped on the appropriate remote_meeting_attendee__v record. For calls with one attendee, the meeting attendee data is automatically matched with the account or user on the call. For calls with multiple attendees, the email address for each attendee provided by Zoom is matched against the email address on an account or user record. If a match cannot be found, the field is left blank and end users can populate it later. Since automatic reconciliation is attempted based on the data provided by Zoom, some attempted matches may be incorrect and some attendees may not have matches.

The following fields are populated on each remote_meeting_attendee__v record for automatic reconciliation:

• account__v - Lookup to the Account record of the automatic match
• attendee_email__v - The email address associated with the attendee’s Zoom account
• external_user_id__v - The Zoom user ID associated with the attendee’s Zoom account
• system_reconciliation_processed_datetime__v - The datetime when an automatic account or user match was found for the attendee
• system_reconciled_account_id__v - The Account ID of the automatic account match
• system_reconciled_rule__v - Indicates how the automatic match was found. Available values are:
• email_match__v - The email address of the Account or User record matched the attendee’s email address provided by Zoom
• one_attendee_on_call__v - There was one account or user on the call, and one attendee joined the meeting
• system_reconciled_user_id__v - The User ID of the automatic user match
• user__v - Lookup to the User record of the automatic match

End users can review the attempted matches on the call report and update them if needed, as well as manually populate the appropriate accounts or users for attendees without attempted matches. End users can also submit call reports with unreconciled accounts and reconcile them later. However, if attendance data from Zoom is not available before end users must submit the call, they can first submit the call and reconcile the attendees later.

To review the attendee information for a Zoom meeting on a submitted or unsubmitted call report:

1. Navigate to the call report for the Zoom meeting.
2. Select the call header to view attendee data.
3. Select Check for Updates to ensure the attendee information from Zoom is up to date.
4. Ensure the correct account or user is selected in the Attendees on Call Report drop-down menu for each attendee. If the correct account does not display as an option, users can perform either of the following steps:
   • Select Manage accounts or Manage users to add the correct account or user to the call report and reconcile it to the attendee. These options only display when the user is configured to manage accounts or users on the call.

   End users cannot manage accounts or users from the Attendees on Call Report drop-down menu on submitted calls. To allow end users to add a call attendee to a submitted call, business admin users must unlock the call for editing. See Unlocking Submitted Calls for more information.

   • Select Attendee not on call report
5. Save or submit the call.

End users can reconcile multiple Zoom meeting attendees to the same Vault CRM account or user. If the same Vault CRM account or user is selected for multiple meeting attendees, removing the account or user from the call clears the match for all of those meeting attendees.

Additionally, when viewing the Attendees section of the call report, the Zoom icon displays for the Vault CRM accounts and users who are already reconciled. On Browser, end users can hover over the icon to view the meeting attendees reconciled with the account or user.