Enter a address → San Francisco → Select a branch.Click on a Work Type Group → Select the type => Click Next.Click by previously scheduled service appointments or search for a banker.Enter the required information from the screen.This demo has an authenticated flow, there is a person account associated with the demo.Customer goes to the portal to schedule a meeting, using the Salesforce Scheduler.You can tailor or make your own flow(s) for your customer. This is a specific flow for the customer this demo was prepared for. This section describes the general flow of the demo from start to finish when showing to the customer. Salesforce Flows – To provide the screen navigation, call Zoom to get the meeting, and update the appropriate records.Invocable Methods setup to make available in Flows.Visual Code – Used to write and deploy code.Postman – To easily test the setup and API’s.Listened below are the main technologies and configurations used in the demo preparation.
There is a lot more that can be done, but this integration is to show the possibilities with the connection Technology Utilized
The technology usage behind this particular demo is to simply create a meeting in Zoom via an API which returns a URL that parties can click on to launch Zoom( either browser or desktop ) and have a meeting. The technology the bank wants to use is Zoom. The use case is fairly straightforward, as a customer of a bank, I want to schedule an online meeting with my advisor and discuss my accounts. A customer of Salesforce is looking to integrate with Zoom and the Online Meeting capabilities from Salesforce using Portal / Internal screens.
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