This article covers the steps required to integrate the ScreenMeet component to an Object Record in SalesForce.In this example, we integrate ScreenMeet with a Salesforce Case Object.<h2>Adding ScreenMeet to the UI of an Object Record</h2><ol><li>Sign in as a System Administrator.</li><li>Navigate to the desired object page (open a Case).</li><li>While viewing the case Object, click on the Gear icon on the top, then choose EditPage. This will open the Lightning App Builder.</li><li>Design the area where you wish to place the ScreenMeet Session Widget. You will need an area where you can render a component with a minimum of 400 horizontal&nbsp;and&nbsp;480 vertical&nbsp;pixels.</li><li>Type "ScreenMeet" in the Search Components box on the left component picker. This should filter the list to where the only visible components are the ScreenMeet ones</li><li>Drag and drop the ScreenMeetSessionWidget to the desired area on your page design.</li><li>The new widget offers two options in its configuration:<ul><li>Icon: Enables you to change the icon shown in the component in the form of a URL or Data URL. (NOTE:&nbsp;If the icon lives in a different domain, make sure that you set up CSP permissions to make it visible.)</li><li>Support Multiple Sessions: Enables the agent to have multiple sessions attached with the parent object&nbsp;(the Case in this example). </li></ul></li><li>(optional) Add the ScreenMeet related files component into the page into your desired location.<ul><li>(Note) If the files are stored somewhere else that its not salesforce you should add the domain to the CSP configuration to be able to view and download the files</li></ul></li><li>Click Save on the top right. If necessary, click Activation to activate the view for the desired users or the Organization. When done, click on Back.</li><li>The ScreenMeet Widget should now be available via your Case Page </li></ol><h2>Adjusting component visibility to only those with ScreenMeet permissions</h2>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.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;This will improve page performance and keep the page layout consistent for the users that do not utilize/need ScreenMeet access.<ol><li>Open the record that the ScreenMeet widget is embedded on</li><li>Click on the settings gear at the top right of the page and click on "edit page".</li><li>Click on the ScreenMeet widget.</li><li>Click on Filters under Set Component Visiblity&nbsp;</li><li>Click Advanced, set the type to permissions -&gt; custom permissions -&gt; screenmeet.ScreenMeet_Agent / administrator/supervisor.</li><li>Save the changes.</li></ol>Once the above has been done, users without the ScreenMeet agent custom permission(which is assigned as part of the ScreenMeet agent permission set) will not have to load the widget upon loading the record/object in question.Your browser does not support the audio element.<a target="_blank" rel="nofollow" href="https://docs.screenmeet.com/v1/docs/salesforce-relationships-to-other-objects-data">Next: Add Data Relationship Between Case and ScreenMeet Session</a>

Adding the ScreenMeet component to Salesforce

Adding the ScreenMeet Component to Object Records

ScreenMeet 2025 Release Notes

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Installing ScreenMeet for Salesforce

Advanced CSS customization

AI Assist

AI Assist Overview

Overview

AI Release Notes Q4 24

Requirements

AI Summarization

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AI Summary Studio

Android SDK Quickstart

How-to: Setup the app for Laser Pointer

How-to: Display a video stream to the end-user

Egress IP Addresses

AWS S3 File Storage

Configuring ScreenMeet / Microsoft Entra ID integration

Signing into ScreenMeet console with Microsoft Entra ID (Azure AD)

Beam Client: Installation, Deployment, and Configuration Guide

Beam Groups: Setup, Settings, and Access Management

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New Remote Support Client for Mac

Canvas

Certificate-Based Device Validation

Clone - Remote Support Release Notes Q4 23

Clone - Test ScreenMeet 2025 Release Notes

File Storage on AWS

Configuring Information Security & PII

Creating a Custom UI

Custom Copy

Cobrowse Demo

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Localization

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Remote Control

Remove End Cobrowse Button

Cobrowse Script

Cobrowse Settings

Starting a Session with a URL

Configuration and validation troubleshooting

Configure API service

Configure ScreenMeet for a New Salesforce Sandbox

Configure ScreenMeet to only show on specified tables

Configuring Environment Variables

Configuring Webhooks for Data Sync

Connecting to ChromeOS devices

Connecting to Mac devices

Connection Information

Create Multiple Sessions

Creating a Replay Recording

Creating a session

Custom Consent Message

Custom permission configuration for ServiceNow

Custom URL

Custom Windows Tools

Deploying a Pre-installed Client

Developer Notes

Developer Notes (3.0.11)

Device Requirements

Enable ScreenMeet for Omnichannel Chat Widget

Enabling features within the Salesforce + ScreenMeet component