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We have integrated zoom with salesforce. We're trying to call a lead which is present in a cadence, on calling it should display the Lead's name in the zoom call log/pop up, but it's displaying some other contact name in it.

The Lead's phone number and the contact has the same phone number.

 

Has anyone faced this issue? How can we avoid it from happening?

 

Any help is appreciated.

Thanks

 

@* Salesforce Sales Engagement *

#High Velocity Sales

#SalesEngagement

3 个回答
  1. 2024年1月24日 10:10

    We've logged a case with zoom, zoom team suggested to use 'Zoom for lightning' package as we've using older version of zoom (Zoom for Phone).

    Now in my org, I've installed  'Zoom for lightning' package and configured it. And I'm also having the 'Zoom for phone' in org.

    On click to dial or from Work queue or clicking on phone icon it's opening old phone.

     

    What changes need to be done to make zoom automatically choose new phone (CTI Phone) from 'Zoom for lightning' package? (Without uninstalling the old package Zoom for Phone)

     

    Any help is appreciated.

     

    @* Salesforce Sales Engagement *

    #Salesforce

    #SalesEngagement

    #zoom

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