Integration Overview
Once the Zoom Integration is added, leveraging Zoom’s native recording functionality, Scratchpad will analyze external calls and recommend Salesforce updates based on the recording.
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Adding Zoom
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Integrations on the left menu bar and Connect Zoom
FAQ
What permissions are required when initially adding the integration?
Please view required permissions here
Please view required permissions here
View current user meetings: Used for listing meeting information.
View a user's local recording meeting token information: Used to access the local recording of the meeting.
View user’s ZAK token: Used for starting meetings as a host without requiring the user to be logged in. This is required by default.
Which settings need to be enabled to use Zoom's native recorder?
Cloud recording must be enabled.
Your Zoom Admin can set cloud recordings and transcripts to be deleted after a specified number of days to save storage. Scratchpad downloads the recordings, so they can still be accessed via the Calls app if they are deleted from the cloud.
Why are my Zoom calls not recording?
Having trouble with calls being recorded? Here are some common situations that prevent Scratchpad from recording
Having trouble with calls being recorded? Here are some common situations that prevent Scratchpad from recording
The host of the meeting was not present, or you were not the host
The host's local recording setting is disabled
The host has disabled permitting participants to record locally
The host has disabled requesting recording permission within the current call
Host is using the web client instead of the Zoom desktop app
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