<h2>Salesforce Reporting</h2>We have included Salesforce reporting capabilities in version 1.16.1+ of the Salesforce package.These reports are not intended to be used separately as we designed them to be used as part of a dashboard. The primary benefit of these reports/dashboards is to give insights about the ScreenMeet activity by your agents.They will give you insight into commonly used features. You can also leverage these reports to compare case/incident performance with and without ScreenMeet sessions.<h2>Dashboards</h2>While we know dashboards are great, we also know they are tailored for each businness and each team inside it so we have included a guide of how to add our reports into them.Adding ScreenMeet insights into your dashboards:<ol><li>Clone the desired report/reports from the ScreenMeet folder and customize it to suit your needs by at least changing the date filters to view the desired time window.</li><li>Create or edit an existing dashboard</li><li>Add a new component</li><li>Select folders</li><li>Pick your customized report to be added</li><li>Customize the component diplay and click add</li><li>Repeat steps 3 to 6 until you have added all the reports you wanted into the dashboard</li><li>Organize the layout and size of the components in your layout</li><li>Click Save</li></ol>Here is a quick example of things you could add into your dashboard{height="" width=""}<h2>List of features by session type</h2>Here is a list of the features usage we report on for each session type as of 09/21/2022 (mm/dd/yyyy).<h3>Live:</h3><ul><li>Start with Audio</li><li>Start with Knock</li><li>Host Audio Enabled during session</li><li>Chat</li><li>Start with Recording</li><li>Host Screenshare</li><li>Host Video Enabled during session</li><li>Guest Video Enabled during session</li><li>Guest Screenshare</li><li>Screenshare</li><li>Annotation</li><li>Guest Annotation</li><li>Host Annotation</li><li>Guest entered the meeting room</li><li>Recording turned Off</li><li>Recording turned On</li><li>Camera switch successful attempt</li><li>Camera switch failed attempt</li><li>Camera settings open</li><li>Consent dialog</li><li>Background filter</li><li>Mute</li><li>Background blur enabled</li><li>Audio / video error overlay showed</li></ul><h3>Cobrowse:</h3><ul><li>Recording</li><li>Remote control</li><li>Remote control</li><li>File transfer</li><li>Video chat</li><li>Video chat</li><li>Highlighter</li><li>Highlighter</li><li>Laser pointer</li><li>Laser pointer</li><li>Remote click</li><li>Remote click</li><li>Remote form fill</li><li>Remote form fill</li><li>Navigate</li><li>Captcha</li><li>URL invite</li></ul><h3>Remote Support:</h3><ul><li>Admin permissions</li><li>Remote control</li><li>Laser pointer, Drawing</li><li>Stream performance adjustment</li><li>Multiple agents</li><li>File transfer</li><li>Chat</li><li>Hotkeys</li><li>Execute command</li><li>Reboot</li><li>Recording</li><li>Privacy curtain</li></ul>

Included Reports and how to add them into Dashboards

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

AI Summary History

AI Summary Privacy

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

Beam Release Notes Q1 22

Beam Release Notes Q1 23

Beam Release Notes Q1 24

Beam Release Notes Q2 22

Beam Release Notes Q2 23

Beam Release Notes Q2 24

Beam Release Notes Q3 23

Beam Release Notes Q3 22

Beam Release Notes Q4 22

Beam Release Notes Q4 24

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

CoBrowse Deployments

Events

Hotkeys

Localization

CoBrowse Release Notes Q1 23

CoBrowse Release Notes Q1 22

CoBrowse Release Notes Q1 24

CoBrowse Release Notes Q2 22

CoBrowse Release Notes Q2 23

CoBrowse Release Notes Q2 24

CoBrowse Release Notes Q3 22

CoBrowse Release Notes Q3 23

CoBrowse Release Notes Q3 24

CoBrowse Release Notes Q4 22

CoBrowse Release Notes Q4 23

CoBrowse Release Notes Q4 24

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