Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/ZoomMeetings.htm

## Hosting Virtual Events Using Zoom Meetings

Event organizers can schedule, manage, and execute virtual meetings using their existing corporate Zoom® licenses and configurations, ensuring a seamless experience for both organizers and attendees.

**Who can use this feature?**

* End Users - Browser, iPad
* [Using Virtual Events with Zoom® Meetings](#Using)
* [Switching a Virtual Event from Engage to Zoom](#Switchin)
* Users require an Events Management and an Engage license

### Configuring Zoom Enterprise Integration for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Events Management](../Configuration/Config.htm) is configured.
2. Ensure [Approving the Veeva Engage App in the Zoom Marketplace](../../Multichannel/Engage/Meet/ScheduleZoom.htm#Zoom) is configured
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select **Objects**.
6. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field  Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_\_v | CRED | All appropriate object types | * zoom\_remote\_meeting\_\_v * virtual\_type\_\_v * assigned\_host\_\_v | Edit |
   | * meeting\_id\_\_v * meeting\_password\_\_v * meeting\_link\_\_v * modified\_date\_\_v | Read |
   | remote\_meeting\_\_v | CRED | zoom\_event\_meeting\_\_v | * assigned\_host\_\_v * description\_\_v * latest\_meeting\_start\_datetime\_\_v * meeting\_id\_\_v * meeting\_name\_\_v * meeting\_outcome\_status\_\_v * meeting\_password\_\_v * mobile\_id\_\_v * name\_\_v * object\_type\_\_v * scheduled\_datetime\_\_v * scheduled\_\_v * vexternal\_id\_\_v * zoom\_meeting\_external\_id\_\_v * zoom\_meeting\_join\_link\_\_v * zoom\_meeting\_start\_link\_\_v | Edit |
   | user\_\_sys | R | n/a | enable\_zoom\_\_v | Read |
7. Grant Execute permission to the **schedule\_zoom\_\_v** and **start\_webinar\_\_v** actions on the em\_event\_\_v object.
8. Select the **start\_webinar\_\_v** action.
9. Update the **Label** field to “Start Virtual Event” or another appropriate label. This step is optional but recommended.
10. Navigate to **Admin > Configuration > Objects > em\_event\_\_v**.
    * Select the **Object Types** tab
    * Enable the **schedule\_zoom\_\_v** and **start\_webinar\_\_v** actions for the appropriate object types
11. Navigate to **Business Admin > Objects > Users**.
    * Select the appropriate user
    * Select the **enable\_zoom\_\_v** check box for the appropriate user\_\_sys records
12. Select **em\_event\_layout\_\_v**.
    * Add **schedule\_zoom\_\_v** and **start\_webinar\_\_v** to the visible\_buttons\_\_v field of the appropriate em\_event\_layout\_\_v records. See [Defining Event Layouts](../Configuration/DefiningPageLayouts.htm) for more information.

#### Optional Configuration

* To display zoom meeting information on the event, add the meeting\_id\_\_v, meeting\_password\_\_v, and meeting\_link\_\_v fields to the appropriate em\_event\_\_v layouts.
* To add a calendar reminder to Approved Email content used for Events Management, see [Adding Calendar Reminders to Events Management Approved Emails](../AE/CalendarReminders.htm). When [Hosting Virtual Events Using Zoom Meetings](#top) (this feature) is enabled, the meeting\_link\_\_v field is automatically populated.

### Using Virtual Events with Zoom® Meetings as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Users can schedule, modify, and start Zoom meetings directly from an event.

Scheduling, modifying, and starting a Zoom Meeting for an event requires an internet connection.

Browser
iPad

#### Authenticating with Zoom

To authenticate with Zoom:

1. Select **Schedule Zoom** or **Start Virtual Event** from an event.
2. Follow the on-screen prompts on the Zoom Authentication page if you are not currently authenticated.

#### Scheduling a Virtual Event with Zoom

To schedule a Zoom meeting for an event:

1. Navigate to the appropriate event record.
2. Select **Schedule Zoom** from the All Actions menu. If both Engage and Zoom are enabled and no meeting is scheduled yet, select the **Schedule Virtual** action, then select **Zoom**.

To share meeting details with attendees, select the Send Invitations button to generate a participant link that can be distributed via Approved Email. See [Sending Zoom® Meeting Invites via Approved Email](../../Multichannel/Engage/Meet/ZoomAEInvite.htm) for more information.

#### Starting a Virtual Event with Zoom

To start a virtual event:

1. Navigate to the event on My Schedule, or to the Event record.
2. Select the **Start Virtual Event** button. The landing page displays and automatically references the unique host start link to launch the Zoom application.

#### Updating Zoom Meeting Details

To update Zoom meeting details:

1. Open an event that is currently scheduled with Zoom.
2. Select **Edit** to modify either the name\_\_v or event\_display\_name\_\_v fields on the event record, or select **Reschedule** to edit the event start or end time.
3. Select **Reschedule**. The system syncs the change directly to your enterprise Zoom account.

Events scheduled with Zoom display with a Virtual icon on the My Schedule calendar and Events tab event lists, making it easy to identify virtual engagements at a glance.

![](../../../Resources/Images/Events/VirtualEvents/Zoom1.png)

#### Authenticating with Zoom

To authenticate with Zoom:

1. Select **Schedule Zoom** or **Start Virtual Event** from the All Actions menu of an event.
2. Follow the on-screen prompts on the Zoom Authentication page if you are not currently authenticated.

#### Scheduling a Virtual Event with Zoom

To schedule a Zoom meeting for an event:

1. Navigate to the appropriate event record.
2. Select **Schedule Zoom** from the All Actions menu. If both Engage and Zoom are enabled and no meeting is scheduled yet, select the **Schedule Virtual** action, then select **Zoom**.
   ![](../../../Resources/Images/Events/VirtualEvents/Zoom2.png)

To share meeting details with attendees, select the Generate Invitations button to generate a participant link that can be distributed via Approved Email. See [Sending Zoom® Meeting Invites via Approved Email](../../Multichannel/Engage/Meet/ZoomAEInvite.htm) for more information.

#### Starting a Virtual Event with Zoom

To start a virtual event:

1. Navigate to the event on My Schedule, or to the Event record.
2. Select the **Start Virtual Event** button. The landing page displays and automatically references the unique host start link to launch the Zoom application.

#### Updating Zoom Meeting Details

To update Zoom meeting details:

1. Open an event that is currently scheduled with Zoom.
2. Select **Edit** from the All Actions menu.
3. Modify either the **name\_\_v** or **event\_display\_name\_\_v** field on the event record, or select the **Reschedule** action to update the event start or end time.

### Switching a Virtual Event from Engage to Zoom as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Browser
iPad

To switch an event from Engage to Zoom:

1. Open an event that is currently scheduled with Veeva Engage.
2. Select **Schedule Zoom** from the All Actions menu.
3. Review the confirmation dialog warning that this action will remove Engage participant join URLs.
4. Select **Continue** to process the switch. The system shifts the virtual type to Zoom and automatically clears previous Engage participant link fields.

To switch an event from Engage to Zoom:

1. Open an event that is currently scheduled with Veeva Engage.
2. Select **Schedule Zoom** from the All Actions menu.
3. Review the confirmation dialog warning that this action will remove Engage participant join URLs.
   ![](../../../Resources/Images/Events/VirtualEvents/Zoom4.png)
4. Select **Schedule** to process the switch. The system shifts the virtual type to Zoom and automatically clears previous Engage participant link fields.

### Related Topics

[Adding Calendar Reminders to Events Management Approved Emails](../AE/CalendarReminders.htm)

[Hosting a Virtual Event using Engage](HostingVirtualEvents.htm)