<h2>Component settings overview</h2><p>The ScreenMeet and Salesforce integration contains additional settings within the component itself in Salesforce.</p><h3>Adjusting component settings</h3><ol><li><p>Navigate to the page layout where you have deployed ScreenMeet in <a target="_blank" rel="nofollow noopener noreferrer" href="https://docs.screenmeet.com/v1/docs/salesforce-adding-the-screenmeet-component-to-object-records">previous steps</a> as a Salesforce administrator.</p></li><li><p>Click the settings gear at the top left of the page -&gt; Edit Page</p><ol><li><p></p></li></ol></li><li><p>Navigate to where you have placed the ScreenMeet component and click on the component itself.</p><ol><li><p></p></li></ol></li></ol><h3>Component setting descriptions</h3><h4>Support Multiple sessions</h4><ul><li><p>Adds the ability for agents to create multiple sessions within a given object in Salesforce.</p><ul><li><p></p></li></ul></li></ul><h4>Enable Scheduling</h4><ul><li><p>Allows a session to be scheduled at a future time.&nbsp;</p><ul><li><p>The session automatically becomes active 15 minutes before the session.</p></li><li><p>You may not schedule a session that starts in less than 15 minutes from the time of scheduling.&nbsp;</p><ul><li><p></p></li></ul></li></ul></li></ul><h4>Allow agents to enter support sessions early.</h4><ul><li><p>Allows the agent to press the "join session" button before the end user joining the Remote support session&nbsp;</p><ul><li><p>It is only applicable for the remote support product.</p></li><li><p>When the agent presses "join session" and the end-user has not yet joined, the session will state, "This session is not active."</p></li><li><p>When the end user joins the session, the agent viewer will automatically load the view of the end user's machine within the same tab referenced above where it said "This session is not active."</p></li></ul></li></ul><h4>Allow CoBrowse to be started within an embedded view instead of a new tab</h4><ul><li><p>Allows the agent to view the CoBrowsed page within Salesforce itself rather than needing to open the agent viewer in a new tab.</p><ul><li><p>This can be helpful for agents since they can more closely relate a given CoBrowse session to an ongoing chat transcript or given record type within Salesforce.</p></li><li><p>There is also an option to pop out the CoBrowse window if the agent needs more space to view the page content.</p></li><li><p>Depending on where the ScreenMeet component is placed on the page layout, <span style="color: rgb(34, 34, 34);">it may display more of the CoBrowse content in a larger view.</span>&nbsp;</p><ul><li><p>in the example shown below, if placed in the left side column with more static space allocated, it allows the component to expand to size, displaying more content to the agent.</p></li><li><p></p></li></ul></li></ul></li></ul><h4>Adjusting component visibility to only those with ScreenMeet permissions</h4><p>For your organization, only a given subset of your business users likely needs to see the ScreenMeet widget upon loading the case/object that is embedded into.</p><p>As a best practice, it is suggested to adjust the component visibility to only show to users who have the ScreenMeet agent/supervisor/admin role.&nbsp;</p><p>This will improve page performance and keep the page layout consistent for the users who do not utilize/need ScreenMeet access.</p><ol><li><p>Open the record that the ScreenMeet widget is embedded on</p></li><li><p>Click on the settings gear at the top right of the page and click on "edit page".</p></li><li><p>Click on the ScreenMeet widget.</p></li><li><p>Click on Filters under Set Component Visibility&nbsp;</p></li><li><p>Click Advanced, set the type to permissions -&gt; custom permissions -&gt; screenmeet.ScreenMeet_Agent / administrator/supervisor.</p></li><li><p>Save the changes.</p></li></ol><p>Once the above has been done, users without the ScreenMeet agent custom permission(assigned as part of the ScreenMeet agent permission set) will not have to load the widget upon loading the record/object in question.&nbsp;</p><p><br></p>

Component settings

Getting Application from ServiceNow Store

Using your Azure Blob for ScreenMeet File Storage

Minimal Cobrowse Script

Frequently Asked Questions

Timeout Settings

July

Remote Control

IP Access Control Feature

Live Release Notes Q2 2024

Video Chat Integration

Cobrowse Settings

CoBrowse Release Notes Q2 23

Connecting to Mac devices

Connecting to a Device Using Beam

Windows Tools

Starting a session

CoBrowse Release Notes Q1 22

Remote Support Release Notes Q4 24

Clipboard

Release Summer 21 (1.14)

Virtual Agent Integration w/ ScreenMeet

Android SDK Quickstart

Security

Remote Support Release Notes Q3 23

Replay Settings

Custom Copy

CoBrowse Deployments

AI Summary History

Integration Signing Key

Microsoft D365 Release Notes Q4 2022

Replay Release Notes Q2 24

October

Live Settings

ScreenMeet Console Customers

Hosting a Desktop Session

Remote Support Release Notes Q2 23

Creating a Replay Recording

AI Assist Overview

Included Reports and how to add them into Dashboards

Custom Domain

Networking Configuration

AI Summarization

Remote Support

Overview

Remote Support Settings

CoBrowse Release Notes Q2 24

Sign in to console.screenmeet.com

Multiple Domain and Subdomain support

February

File Transfer Settings

Exporting ScreenMeet + Salesforce data to third party visualization tools

Beam Release Notes Q1 24

Regional Geo-Fencing

Custom Branding

AI Assist

Configure API service

Beam Release Notes Q3 23

Joining & Completing a Live Plus session

Egress IP Addresses

Custom URL

Starting a Session from within Salesforce

Settings and Policies

Requirements

How To Install ScreenMeet in Your Genesys Instance

Localization

Configuring Environment Variables

Reviewing a Session

August

Remote Support Release Notes Q1 23

Live Release Notes Q2 22

Release Summer 2020 (1.9)

Device Requirements

System Information

Create Multiple Sessions

ServiceNow Release Notes Q4 24

403 Forbidden while making API request

Manage Beam Group Permission Set

ScreenMeet Platform Release Notes Q3 23

Remote Support Release Notes - Q1 22

Screen Annotation

Creating a Session

Custom Background

Remote Support Release Notes Q2 24

AI Summary Studio

Instructions to Person at End Point Device

Beam Client: Installation, Deployment, and Configuration Guide

Beam Groups: Setup, Settings, and Access Management

Customer initiated sessions with a chatbot

ScreenMeet 2024 Release Notes

Package Installation Error - Case-Case Layout: feedLayout is not supported for this layout

Developer Notes (3.0.11)

Starting a Session from Dynamics

ScreenMeet Platform Release Notes Q1 23

Remote Support Release Notes Q2 22