Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/ConfigureZoom.htm

## Configuring Zoom® Meetings

Customers can integrate Vault CRM with Zoom® to allow their end users to schedule and start Zoom meetings from Vault CRM, and host the meetings in the Zoom app. This integration streamlines remote interactions with HCPs and other stakeholders who prefer to meet over Zoom.

### Configuring the Zoom Enterprise Integration for

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

To configure this feature:

1. Ensure [Configuring Call Reporting](../../../Call_Reporting_2/ConfiguringCR.htm) is complete.
2. Assign the [Engage End User Permission Set](PermSets.htm) to the appropriate security profiles, which includes:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | CRE | All applicable object types | * modified\_date\_\_v * ownerid\_\_v | Read |
   | * call\_datetime\_\_v * duration\_\_v * remote\_meeting\_type\_\_v * zoom\_remote\_meeting\_\_v Ensure these fields are active for the object types used for Zoom meetings. | 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 | RE | n/a | enable\_zoom\_\_v | Read |
   | user\_detail\_\_v | CRE | n/a | modified\_date\_\_v | Read |
   | * 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 for the object types used for Zoom meetings.
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. Place the **call\_datetime\_\_v** field on call2\_\_v object layouts.
8. Navigate to **Admin > Configuration > Objects > Remote Meeting (remote\_meeting\_\_v) > Layouts**.
9. 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).
10. Navigate to **Admin > Configuration > Objects > User (user\_\_sys) > Layouts**.
11. Place the **enable\_zoom\_\_v** field on the user\_\_sys object layout.
12. Navigate to **Business Admin > Objects > Users (user\_\_sys)**.
13. Select the **enable\_zoom\_\_v** checkbox for the appropriate user\_\_sys records.
14. Navigate to **Business Admin > Objects > VMobile Object Configurations (vmobile\_object\_configuration\_\_v)**.
15. 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 language\_\_vr.admin\_key\_\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND 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) > Object Types**.
2. Select the **transaction\_type\_\_v** field for the remote\_meeting\_invite\_link\_\_v object type
3. Enable the **zoom\_join\_url\_\_v** picklist value for the transaction\_type\_\_v field.
4. Navigate to **Business Admin > Objects > Engage Link Settings (engage\_link\_settings\_\_v)**.
5. Populate the **engage\_link\_apps\_\_v** field with the ENGAGE\_LINK\_APPS;;EngageLink Veeva Message.
6. Navigate to **Business Admin > Objects > Veeva Messages (message\_\_v)**.
7. Select the **ENGAGE\_LINK\_APPS** Veeva Message.
8. 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®)

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)User Attendees](#)

This configuration is for user attendees who only plan to join, not host, meetings.

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 | R | All applicable object types | * 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.

### Using Zoom Meetings in Multi-Vault Domains as

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

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](https://platform.veevavault.help/en/gr/14691/) 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.

### Related Topics

[Scheduling and Starting Zoom® Meetings](../Meet/ScheduleZoom.htm)

[Sending Zoom® Meeting Invites via Approved Email](../Meet/ZoomAEInvite.htm)