<h2>Installing ScreenMeet for Salesforce</h2><h3>Overview</h3>This guide covers the complete installation of ScreenMeet for Salesforce, from AppExchange install through service account configuration and component placement. Follow the steps in order. All steps require a Salesforce System Administrator account.<hr><h3>Prerequisites</h3><ul><li>Salesforce Lightning Experience is enabled. ScreenMeet 2.0 and later do not support Classic. Contact <a target="_new" rel="noopener" href="mailto:support@screenmeet.com">ScreenMeet Support</a> if your org is on Classic.</li><li>You have Salesforce System Administrator access.</li><li>You have a dedicated user account available to serve as the ScreenMeet Service Account. Do not reuse an account shared with other integrations.</li></ul><hr><h3>Step 1: Install the Package from AppExchange</h3><h4>Production Org</h4><ol><li>Log in to your production Salesforce instance as a System Administrator.</li><li>Go to Setup and search for AppExchange Marketplace in the Quick Find box, or navigate directly to the <a target="_new" rel="noopener" href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdXxUAL">ScreenMeet AppExchange listing</a>.</li><li>Click Get It Now and sign in with your Salesforce org credentials.</li><li>When prompted:<ul><li>Select Install for Admins Only.</li><li>Approve third-party access for <code>api-v3.screenmeet.com</code> and <code>qa-v3-api.screenmeet.com</code>.</li></ul></li><li>Click Install. Salesforce will send a confirmation email when complete.</li></ol>Do Not Install for All UsersSelecting Install for All Users grants administrative privileges org-wide and creates security risks. Always select Install for Admins Only.<h4>Sandbox Org</h4><ol><li>Log in to your Salesforce sandbox as a System Administrator.</li><li>Go to Setup and search for AppExchange Marketplace.</li><li>Search for ScreenMeet and click Try It.</li><li>Confirm Try in your Sandbox is selected, then click Continue to Installation.</li><li>Click Login and Install and enter your sandbox credentials.</li><li>Select Install for Admins Only, approve third-party access for the same domains listed above, and click Install.</li><li>After installation, go to Setup &gt; Custom Settings.</li><li>Click ScreenMeet Settings &gt; Manage &gt; Edit.</li><li>Check Is Sandbox and click Save.</li></ol>Sandbox Org IDs and ScreenMeet OrganizationsEach time you create or refresh a sandbox, Salesforce generates a new 18-digit Organization ID. ScreenMeet treats each unique ID as a separate organization. If you are setting up a refreshed sandbox, you will need to create and configure a new ScreenMeet organization after completing this installation.<hr><h3>Step 2: Configure Permissions and Roles</h3>ScreenMeet includes five pre-defined permission sets. Assign them as follows:<table style="min-width: 75px;"><tbody><tr><th colspan="1" rowspan="1">Permission Set</th><th colspan="1" rowspan="1">Assign To</th><th colspan="1" rowspan="1">Notes</th></tr><tr><td colspan="1" rowspan="1"><code>ScreenMeet Service</code></td><td colspan="1" rowspan="1">Service Account user only</td><td colspan="1" rowspan="1">Created automatically during install. Do not assign to regular users.</td></tr><tr><td colspan="1" rowspan="1"><code>ScreenMeet Admin</code></td><td colspan="1" rowspan="1">System admins and project leads</td><td colspan="1" rowspan="1">Full control. Assign sparingly.</td></tr><tr><td colspan="1" rowspan="1"><code>ScreenMeet Supervisor</code></td><td colspan="1" rowspan="1">Support supervisors</td><td colspan="1" rowspan="1">Can barge into sessions. Cannot change configurations.</td></tr><tr><td colspan="1" rowspan="1"><code>ScreenMeet Beam Group Manager</code></td><td colspan="1" rowspan="1">Beam group managers</td><td colspan="1" rowspan="1">Requires package version 1.24 or later.</td></tr><tr><td colspan="1" rowspan="1"><code>ScreenMeet Agent</code></td><td colspan="1" rowspan="1">All agents who create sessions</td><td colspan="1" rowspan="1">Standard role for Live, Remote Support, Replay, and CoBrowse.</td></tr></tbody></table>Do Not Clone Permission SetsCloned permission sets do not receive updates when ScreenMeet introduces new role functionality. Use the managed sets directly, or create custom permission sets that extend them.<h4>Connected App Access (Package Version 1.27 and Later)</h4>Version 1.27 introduced an OAuth-based authorization flow. In addition to the permission sets above, you must grant users access to the ScreenMeet Connected App.<ol><li>Go to Setup &gt; Manage Connected Apps.</li><li>Select ScreenMeet and click Edit Policies.</li><li>Under Permitted Users, select Admin approved users are pre-authorized.</li><li>Click Save.</li><li>Go to Setup &gt; Permission Sets and click New.</li><li>Name the permission set <code>ScreenMeet Console Access</code> and click Save.</li><li>From the permission set overview, click Assigned Connected Apps &gt; Edit.</li><li>Move ScreenMeet from Installed Connected Apps to Enabled Connected Apps and click Save.</li><li>Assign <code>ScreenMeet Console Access</code> to all Agents, Supervisors, Beam Group Managers, and Administrators.</li></ol>Permission Set GroupsFor larger teams, consider adding permission sets to a Permission Set Group rather than assigning them individually. Connected App access can also be granted at the profile level.<hr><h3>Step 3: Create and Configure the Service Account</h3>The ScreenMeet Service Account allows your Salesforce org to communicate with ScreenMeet's servers.<h4>Create the Service Account User</h4><ol><li>In Salesforce, create a new user dedicated to this purpose. Name the user <code>ScreenMeet Service Account</code>.</li><li>Record the username and password. You will need them in a later step.</li><li>Assign the <code>ScreenMeet Service</code> permission set to this user.</li></ol><h4>Create the Service System Permissions Permission Set</h4><ol><li>Go to Setup &gt; Permission Sets &gt; New.</li><li>Set the label to <code>ScreenMeet Service System Permissions</code>. Confirm the API name auto-fills as <code>ScreenMeet_Service_System_Permissions</code>.</li><li>Click Save.</li><li>From the permission set, click System Permissions &gt; Edit.</li><li>Enable Apex REST Services, API Enabled, and Customize Application.</li><li>For package version 1.26 and older, also enable Password Never Expires.</li><li>Click Save, then Save again on the confirmation dialog.</li><li>Click Manage Assignments and assign this permission set to the ScreenMeet Service Account user.</li></ol><h4>Generate a Security Token (Version 1.26 and Older Only)</h4><ol><li>Sign in to Salesforce as the ScreenMeet Service Account user.</li><li>Click your avatar (top right) and go to Settings.</li><li>Under My Personal Information, click Reset My Security Token.</li><li>Click Reset Security Token. The token will be emailed to the service account's email address.</li></ol>No Reset Security Token OptionIf the Reset My Security Token option is not visible, a Login IP Range is likely set on the profile. Append <code>/_ui/system/security/ResetApiTokenEdit?retURL=%2Fui%2Fs</code>

Getting Application from ServiceNow Store

Using your Azure Blob for ScreenMeet File Storage

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Frequently Asked Questions

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July

Remote Control

IP Access Control Feature

Live Release Notes Q2 2024

Video Chat Integration

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CoBrowse Release Notes Q2 23

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Connecting to a Device Using Beam

Windows Tools

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Remote Support Release Notes Q4 24

Clipboard

Release Summer 21 (1.14)

Virtual Agent Integration w/ ScreenMeet

Android SDK Quickstart

Security

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Replay Settings

Custom Copy

CoBrowse Deployments

AI Summary History

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Microsoft D365 Release Notes Q4 2022

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Live Settings

ScreenMeet Console Customers

Hosting a Desktop Session

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Creating a Replay Recording

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Included Reports and how to add them into Dashboards

Custom Domain

Networking Configuration

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Overview

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CoBrowse Release Notes Q2 24

Sign in to console.screenmeet.com

Multiple Domain and Subdomain support

February

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Exporting ScreenMeet + Salesforce data to third party visualization tools

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Regional Geo-Fencing

Custom Branding

AI Assist

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Joining & Completing a Live Plus session

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How To Install ScreenMeet in Your Genesys Instance

Localization

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Reviewing a Session

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Release Summer 2020 (1.9)

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Creating a Session

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AI Summary Studio

Instructions to Person at End Point Device

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Beam Groups: Setup, Settings, and Access Management

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Customer initiated sessions with a chatbot

ScreenMeet 2024 Release Notes

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AIO