1. Implementing Sales
  2. Overview of Web Conference Integration Setup

Overview of Web Conference Integration Setup

You can setup and enable Web Conference integration for your sales organization. Once integrated, salespeople can start a Zoom or web conference meeting or schedule a zoom meeting from within their sales application.

When you complete the integration of your Digital Sales application with Zoom for Web Conferencing, users can:
  • Start Zoom meetings
  • Verify and update meeting participants as contacts while the meeting is ongoing
  • Take notes and record the meeting outcome

Before You Begin

To activate the web conference feature, you must first raise a service request from My Oracle Support who will then issue you with a promotion code. You must also have an active Zoom account and remain in agreement with the terms and conditions of your contract to successfully configure the web conference and your sales application integration. Also, note that your zoom license must include REST API support, as well as the necessary permissions to manage meetings and recordings.

Summary of Setup Steps

Here's a summary of the steps to enable and integrate a web conference app for your sales organization.

  1. Create your own OAuth Application in Zoom.

    An OAuth app defines a set of Zoom APIs to allow Oracle access those APIs on your behalf. The OAuth app can be private and doesn't need to be published. For more details, see the Create an OAuth Application in Zoom section of the Configure Web Conference for Your Sales Application topic.

  2. Instead of making repeated calls to pull data frequently from an API, such as a Zoom account, Webhooks retrieve the required information about events that happen. The Zoom account must install your Webhook-enabled app to authorize data flow via Webhooks. For more details, see the Enable Webhooks for Web Conference section of the Configure Web Conference for Your Sales Application topic.

  3. From your CX Sales application, navigate to the Manage Web Conference Integration task in Setup and Maintenance to complete and activate the integration. For more details, see the Complete Your Web Conference Integration section of the Configure Web Conference for Your Sales Application topic.