In order to start a session from within Salesforce, navigate to the location of the ScreenMeet widget.&nbsp;Depending on how your ScreenMeet administrator has configured ScreenMeet, this may be on a case, chat transcript, or other Salesforce object.&nbsp;Once you have navigated to the location, click on the product that you are looking to use(if you have multiple ScreenMeet products) and enable any pre-session settings.Once you have enabled any relevant pre-session settings, click on start session.<h2>Scheduling Option - Through Salesforce</h2>If your administrator has enabled scheduling within your Salesforce widget, you can follow the steps below.<ul><li>Navigate to your Salesforce object (case, account, etc) within Salesforce where the widget is embedded.</li><li>Click on any relevant desired features and then proceed to click on the "Schedule session option".&nbsp;<ul><li>This may not appear if your administrator has not enabled it or updated the package recently for this functionality.</li></ul></li><li>Set the desired date and time and click on schedule session.</li><li>Send the link to customers or end users with the date/time.&nbsp;</li><li>You may also reschedule the session as well.</li><li>This can be automated as part of a service request by your administrator as well.</li></ul>

Starting a Session

Starting a Session from within Salesforce

ScreenMeet 2025 Release Notes

403 Forbidden while making API request

404 NO_ACCESS

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