We’re using the Zoom for Salesforce Lightning Managed Package, but it doesn’t create any related fields on the Task/Activity object. This makes it difficult to directly access call details (start time, end time, recording URL, etc.) from a Task related to a custom object.
Use Case:
- Stamp Zoom Call Details onto a Custom Object – We need a way to automatically capture call details from a Task and populate them in a related custom object (e.g., “Interview Order”).
- Send Call Details to an External API – We also want to send these details (including the Zoom recording URL) to an external system for transcription purposes.
Challenges & Questions:
- Since the Zoom package doesn’t expose direct Task fields, is there a workaround (Flow, Apex Trigger, etc.) to extract Zoom call details and populate them into a related custom object?
- What’s the best way to automate sending this data to an external API?
- Has anyone implemented a similar Zoom-Salesforce-External API workflow?
Would appreciate any insights or solutions! Thanks in advance.