This article provides a complete guide for installing ScreenMeet from the Salesforce AppExchange. Follow the steps in order to ensure a smooth setup.<hr><h2>Install the ScreenMeet Package from AppExchange</h2><ol><li>Log in to your production Salesforce instance as a Salesforce Administrator</li><li>Navigate to the Setup menu</li><li>In the Quick Find box, search AppExchange Marketplace (or go directly to the <a target="_new" rel="noopener" class="decorated-link" href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdXxUAL">ScreenMeet AppExchange Listing</a>)</li><li>Search for ScreenMeet</li><li>Click Get It Now and sign in with your Salesforce Organization login credentials</li><li>When prompted to install the package:<ul><li>Select Install for Admins Only</li><li>Approve third-party access to websites:<ul><li><code>api-v3.screenmeet.com</code></li><li><code>qa-v3-api.screenmeet.com</code></li></ul></li><li>Click Install</li></ul></li><li>Salesforce will send you a confirmation email once the installation is complete</li></ol><blockquote>Important: Do not select Install for All Users — this will give administrative privileges to every user in your org, which can create security risks.</blockquote><hr><h2>Install the ScreenMeet Package in a Salesforce Sandbox</h2><ol><li>Log in to your sandbox Salesforce instance as an Administrator</li><li>Navigate to the Setup menu icon</li><li>In the Quick Find box, search AppExchange Marketplace</li><li>Search for ScreenMeet</li><li>Click Try it</li><li>Ensure Try in your Sandbox is selected</li><li>Click Continue to Installation</li><li>Click Login and Install</li><li>Enter your Salesforce sandbox login credentials</li><li>When prompted to install the package:<ul><li>Select Install for Admins Only</li><li>Approve third-party access to websites:<ul><li><code>api-v3.screenmeet.com</code></li><li><code>qa-v3-api.screenmeet.com</code></li></ul></li><li>Click Install</li></ul></li><li>Salesforce will send you a confirmation email once the installation is complete</li><li>In your Salesforce Sandbox, go to Setup → Custom Settings</li><li>Click ScreenMeet Settings → Manage → Edit</li><li>Check the box Is Sandbox and click Save</li></ol>

Installing ScreenMeet for Salesforce

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

Component settings

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