Overview

The ScreenMeet platform allows you to directly integrate Remote Support, Live video/audio calling, CoBrowsing, and Replay capabilities directly within your CRM on the Salesforce object of choice.

Installation Checklist

1. Install ScreenMeet in your Salesforce Org

2. Configure and Validate the ScreenMeet Service Account

3. Assign ScreenMeet Permissions Sets to Users

4. Add the ScreenMeet Components to your Salesforce Object Records

5. Configure your ScreenMeet organization settings and available features.

   1. Remote Support Settings

   2. Live Settings

   3. CoBrowse Settings

   4. Replay Settings

Beam Configuration

1. Manage Beam Group Permission Set

Additional Configurations