Zoom and Salesforce integration

How to set up zoom and salesforce integration

Zoom is a video conferencing platform that can be used through a computer desktop or mobile app, and allows users to connect online for video conference meetings, webinars and live chat.

Salesforce native zoom APP.

As a salesforce user, you are probably wondering, is there any salesforce and zoom integration available?

Zoom’s native integration for salesforce is an easy integration that allows starting and scheduling meeting direclty withing salesforce. Zoom app is available throught the Salesforce AppExchange and the Zoom Marketplace

Benefits of integrating salesforce with zoom.

This integration will allow you to:

  • Start an instant zoom meeting from an event, lead or contact page.
  • Synchronize any zoom meeting to salesforce automatically updating records.
  • automate syncing zoom webinar attendee information and webinar registration.
  • Feature to connect with google calendar.

Set up Zoom for Salesforce

Below is a list of steps to be followed to install and set up the zoom application in your salesforce instance:

  1. Install App: from AppEXchange click on “Get it Now” and install the App
  2. Configure zoom app in Salesforce: login to zoom web portal as an account administrator and genarate the ” API KEY” and “API secret” that will be used to connect your salesforce instance with zoom.
  3. Set up user access: by default, all users have the permission to use the salesforce connected app, however you can change the default permission to limit access to specific users in your organization.

Salesforce and Zoom Webinars.

The Zoom integration automatically creates Salesforce campaigns when you create Zoom webinars, and uses the webinar name as the campaign title.

You can:

  • View approved, blocked, pending registrants.
  • Approve or deny registrants.
  • Add webinar registrants as campaign members.
  • Create new leads.

You can register attendees by:

  • Login in into the zoom web portal, schedule a webinar; and sendig the registration link to the attendees
  • Add contacts and leads to the selected webinar using the Add to webinar button.

 

How to configure a tax receipt for nonprofit organizations in salesforce

Salesforce is a highly configurable platform that comes out of the box with amazing features for nonprofits such as:
– Managing Donations
– Managing Donors, members, constituents
– Generate Analytics through Reports and Dashboards
However, Salesforce lacks the ability to generate a tax receipt so that donors can benefit from a tax deduction.

In this webinar with Imane hellou , Raphael wulff and Christophe Schmitt you will learn how you can easily customize Salesforce so that nonprofit organizations can generate tax receipts by using point and click customization.

 

 

Key insights include:
– Developing an application (Tax receipts) without coding
– Automating the creation of a tax receipt using Flow Builder and point and click configuration
– Leveraging the automatic PDF gerenating and sending capabilities of the A5 Documents application from the Appexchange

The speakers of this webinar are :
Raphael Wulff: Coach salesforce
Imane Hellou: Salesforce Technical Consultant
Christophe Schmitt: Salesforce.org Account Executive

See Full Recording

How To Get 10 Free Salesforce Licenses For Non-Profits From Salesforce.org?

How To Get 10 Free Salesforce Licenses For Non-Profits From Salesforce.org?

 

 

Salesforce provides 10 free Enterprise Edition licenses of salesforce.com to nonprofit organizations, through the Power of Us program.

First of all, you need to be an eligible nonprofit organization to receive the free licenses. you can check your eligibility  here.

What is Power of Us?

The Power of Us program gives nonprofit organizations access to Salesforce products and ressources to help expand their collective impact.

 

signing up

   Step 1- signup for trial version

Once you confirm your eligibility, go straight to salesforce.org and sign up for the free trial.

Click here to sign up.  Fill the form to begin with the free trial.

After you sign up you will get an email with access information.

    Step 2- Apply to the Power of Us program

  • Log into the Power of Us Hub using your newly created Salesforce username and password by going to        https://powerofus.force.com/publogin .
  •  Go to Power of Us Program Application page (click here) to begin the application.
  •  Applications to the Power of Us program must be submitted within the 30 Day trial period.

      What happens after I fill out the application?

  • After you fill out the form you will receive a reply that your Application request has been received.
  • You will receive a reply that your Application request has been received within 5-7 business days. Please make sure you have all Nonprofit Organization or Education Institution documentation ready and scanned.

    Step 3- Approval

    After your Application request has been received you will need to wait for your Application to be approved. This can take up to three weeks.

    If you are approved you should receive an email message from Salesforce.org.

    Power of Us program overview

    The Power of Us program includes:

  • 10 free Entreprise Edition licenses of salesforce.com Sales Cloud
  • Deep discounts on additional licenses, products and/or services from Salesforce
  • Discount on salesforce training
  • Discount on salesforce events
  • Access to Nonprofit and Higher Education specific user groups, events and webinars
  • Discounts on participating Apps and Consulting Partners from the AppExchange

Apsynergy partners with The Union

The International Union Against Tuberculosis and Lung Disease (The Union), with a history that spans 100 years, was facing a mission-critical need to diversify their funding sources, like many other nonprofits. In fact, according to research recently shared by Salesforce, 79% of nonprofit fundraising professionals reported that recent political changes have reduced the funds available for their organization, again placing a higher need for individual donors. The Union was looking for opportunities to leverage technology to better connect with its community and various constituencies including the development of a state-of-the-art individual donor program.

 

While the organization did appreciate the value of moving to an integrated CRM and marketing solution, like Salesforce and Pardot, the deployment, implementation and training required to make the transition valuable was a key consideration. After reviewing various solutions, Apsynergy impressed The Union with both our experience and acumen, becoming the clear choice to help the organization take this next transformational step. Apsynergy’s experience transforming other global NGO’s similar to the Union, and the success we were able to help deliver, was one of the key selection criteria.

 

Apsynergy stepped up-to-the-plate to help the Union identify mission-critical pathways that would deliver the highest return on investment in the shortest period of time. In addition to enabling the launch of an individual donor program that we at Apsynergy established to empower nonprofit organizations, we are also helping to strengthen the Union’s membership, training, education, conference, and journal offerings. With more than 100,000 contacts and a global community, the tools deployed with their assistance will help create meaningful constituent experience. Nearly three-quarters of nonprofits (74%) report that constituents’ desire to participate in their organization’s work has increased in the last five years.

 

Apsynergy is making this possible through implementing and connecting many of The Union’s departments through Salesforce. By using Salesforce, we are creating one single interface for membership registration, login information, and course registration. It becomes a one-stop-shop for everything you might need!

Let us know if you are interested in this project and what we can do for your organization!

Apsynergy automates funding for the Lichtsteiner Foundation

The Lichtsteiner Foundation is a leading institution in funding for the medical field. Lichtsteiner promotes and funds medical discoveries intended to better the current field of medicine and global health.

Given the current pandemic, the Lichtsteiner Foundation plays a vital role in funding new medical projects that can lead to breakthroughs. That is why we are proud to partner with such a foundation.

We at Apsynergy Switzerland aided the Lichtsteiner Foundation by facilitating their funding process. We understand how busy and overwhelming it may be to sort through all the applications and decide where to allocate the funding. This is why we automated the full application process. With an automated process, it becomes much easier and faster for the Lichtsteiner Foundation to fund new projects.

It is our goal to help organizations like Lichtsteiner, improve the life of others.

 

Contact us if you have more questions on this project!

www.apsynergy.com

University of Geneva Medical Department partners with Apsynergy Switzerland

Apsynergy Switzerland is proudly working with the University of Geneva’s Medical Department. We are helping future medical professionals reach new medical breakthroughs. In the midst of a global pandemic, we know the importance of health professionals, medical innovation and a clear pathway to reach new medical goals. This is why our new project with UNIGE Medical Department is important and essential.

We are implementing a solution that creates a fundraising management platform using Salesforce. With this new platform, future medical professionals can clearly and thoroughly apply for funding for their projects. In this new structure, the details of the potential project is laid out clearly and directly in order to receive the appropriate funding. We are naturally working from home as we stand in solidarity with our healthcare professionals here in Geneva. We look forward to continuing this project with the UNIGE Medical Department.

Contact us if you want to know more about this project and how we can help you.

Multi Cloud demo at French Riviera User Group March 2017

Multi Cloud demo

This past week on March 14th 2017, we were fortunate enough to get a multi cloud demo (Sales Cloud, Community Cloud, Marketing Cloud) from Mickael Masset, Cegema – part of the Swiss Life group.

Guillaume Aurine, Director Product Marketing at Salesforce in Paris, shared his thoughts on Salesforce innovations in Artificial Intelligence (Predictive Recommendations, Natural Language Processing, Deep Learning, Machine Learning).

Apsynergy provides custom designed Salesforce Training in 5 languages in one central location

Salesforce customers are turning to Apsynergy to design and deliver custom training. Nihon Kohden decided to custom design and in-person deliver such training sessions to maximize the adoption of Salesforce. The main modules taught, in 5 languages, were Sales Cloud and Salesforce Quote-to-Cash.

In person training allows Salesforce customers to maximize adoption – making an event alongside the training classrooms, localizing and adapting training content so as include participants and ensure they get the best value out of such training activities.
This is also an opportunity to mingle with colleagues who aren’t necessarily based in the same location.
Our methodology is to focus on Learning rather than Teaching. Participants will learn new skills, learning by doing will allow Salesforce users to best benefit from the time spent with Apsynergy during these sessions.
Want to learn more? Read the full story here:

Apsynergy announces financial and local support of Non Profit “Institut Louis Germain”

Apsynergy announced today financial and local support of France-based Non Profit Organisation “Institut Louis Germain” https://www.institutlouisgermain.org/.

Institut Louis Germain’s mission is to help give access to elite education to underprivileged children who have been gifted with over average abilities but without the opportunity to develop and thrive.

Within the framwork of a tutorship, Institut Louis Germain supports students who want to succeed by allowing them to get top level tuition to stengthen their academic skills.

To date, more than 300 children have signed the Institut Louis Germain charter [in French] to be part of the tutorship programme. They originate from schools in underprivileged communities of Marseille and Avignon and are part of summer schools organised at various campuses in the region.