Click on next and a new Service Appointment is created with the Meeting URL in a custom field that can be accessed to launch a Zoom meeting.Note, this could be put anywhere but for the purpose of the meeting we chose here. The call to Zoom is done at this point and a URL is returned to the “Additional Information” Section.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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