Search External Zoom Objects in Salesforce Connect

CData Connect Server, enables you to access Zoom data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce1 Mobile App. In this article, you will use CData Connect Server and Salesforce Connect to access external Zoom objects alongside standard Salesforce objects.

Configuring Connect Server

To work with live Zoom data in Salesforce Connect, we need to connect to Zoom from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Zoom data.

Add a Connect Server User

Create a User to connect to Zoom from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Zoom from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Zoom" from Available Data Sources
3. Enter the necessary authentication properties to connect to Zoom.
   
   

   Start by setting the Profile connection property to the location of the Zoom Profile on disk (e.g. C:\profiles\Zoom.apip). Next, set the ProfileSettings connection property to the connection string for Zoom (see below).

   Zoom API Profile Settings

   To authenticate to Zoom, you can use the OAuth standard to connect to your own data or to allow other users to connect to their data.

   First you will need to create an OAuth app. To do so, navigate to https://marketplace.zoom.us/develop/create and click Create under the OAuth section. Select whether or not the app will be for individual users or for the entire account, and uncheck the box to publish the app. Give the app a name and click Create. You will then be given your Client Secret and Client ID

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientID: Set this to the OAuth Client ID that is specified in your app settings.
   • OAuthClientSecret: Set this to the OAuth Client Secret that is specified in your app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Zoom OData Endpoints in Connect Server

After connecting to Zoom, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Zoom database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the table definition to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Zoom Data as an External Data Source

Follow the steps below to connect to the feed produced by the API Server.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click New External Data Source.
3. Enter values for the following properties:
   • External Data Source: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".

   • URL: Enter the URL to the OData endpoint of the API Server. The format of the OData URL is CONNECT_SERVER_URL/api.rsc/

4. Select JSON in the Format menu.

5. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access the API Server, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter the username for a user known to CData Connect Server.
   • Password: Enter the user's authtoken.

Synchronize Zoom Objects

After you have created the external data source, follow the steps below to create Zoom external objects that reflect any changes in the data source. You will synchronize the definitions for the Zoom external objects with the definitions for Zoom tables.

1. Click the link for the external data source you created.
2. Click Validate and Sync.
3. Select the Zoom tables you want to work with as external objects.

Access Zoom Data as Salesforce Objects

After adding Zoom data as an external data source and syncing Zoom tables as external objects, you can use the external Zoom objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

• Create reports of external objects:

Simplified Access to Zoom Data from Applications

At this point, you have a direct connection to live Zoom data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in applications like Salesforce, refer to our Connect Server page.