<h2>What it the impact of updating?</h2><p>As of version 1.15, we have worked really hard on deprecating some old components and objects that are no longer in use. We also added new features to our session widget component and added a new component to be able to easily find any related SM files.</p><h2>How to check the current version you have installed?</h2><p>You can go to setup, then do a quick search for packages and select installed packages.<br><br>From here, you should be able to find "Remote Support" and you will see on that row the version number of the package you have <span style="color: rgb(34, 34, 34);">currently&nbsp;</span>installed.</p><h2></h2><p><br></p><p>What is the effort of updating?</p><p>We have prepared a small table that indicates the relative effort that it will take to update to the latest version of our package:</p><table style="min-width: 50px;"><tbody><tr><td colspan="1" rowspan="1"><p>Version</p></td><td colspan="1" rowspan="1"><p>Effort</p></td></tr><tr><td colspan="1" rowspan="1"><p>1.14</p></td><td colspan="1" rowspan="1"><p>None to Minimal</p></td></tr><tr><td colspan="1" rowspan="1"><p>1.12, 1.13</p></td><td colspan="1" rowspan="1"><p>Minimal</p></td></tr><tr><td colspan="1" rowspan="1"><p>1.9 to 1.11</p></td><td colspan="1" rowspan="1"><p>Medium</p></td></tr><tr><td colspan="1" rowspan="1"><p>&lt; 1.9</p></td><td colspan="1" rowspan="1"><p>High</p></td></tr></tbody></table><p>&nbsp;Definition of effort/more information:</p><table style="min-width: 50px;"><tbody><tr><td colspan="1" rowspan="1"><p>Effort</p></td><td colspan="1" rowspan="1"><p>Meaning</p></td></tr><tr><td colspan="1" rowspan="1"><p>Minimal</p></td><td colspan="1" rowspan="1"><p>You may have to update to the new session widget component if you are still using the old one, otherwise nothing will be required. Which means updating record pages to use the new components</p></td></tr><tr><td colspan="1" rowspan="1"><p>Medium</p></td><td colspan="1" rowspan="1"><p>On top of minimal you may want to start using our standard permission sets to manage the Screen Meet related permissions&nbsp;</p></td></tr><tr><td colspan="1" rowspan="1"><p>High</p></td><td colspan="1" rowspan="1"><p>On top of the previous two effort levels you will have to your processes to use the new custom object's that where introduced in version 1.9. This means that you will have to update triggers, flows, reports or any other customization that depends on those objects</p></td></tr></tbody></table><h2>Step by step update:</h2><p>Before we start, it is highly recommend that you perform the update on a sandbox or lower environment before going to production. This will allow you to verify the changes made.</p><h3>Step 1 - Preparing for the update</h3><p>If you are on version 1.9 or newer you can skip the step below.</p><p>Use the data export feature on the following Objects to preserve a copy of your current records:</p><ul><li><p>screenmeet__ScreenMeet_Session_Device_Info__c</p></li><li><p>screenmeet__ScreenMeet_Session_Log_Event__c</p></li><li><p>screenmeet__ScreenMeet_Sesion__c</p></li></ul><p>The reason for backing up this information it’s to have a copy on the information since in version v1.9 (current it’s v1.15) we moved away from those objects into the new ones:</p><ul><li><p>Screenmeet__live_device_attrib__c</p></li><li><p>screenmeet__live_session_log__c</p></li><li><p>screenmeet__Live_Session__c</p></li></ul><p>Also, please take into account that this change will affect any triggers/reports/flows/custom code you may had setup in the past will have to be changed to use the new objects.</p><h3>Step 2 - Upgrading the package</h3><p>Go to the App exchange and complete the regular installation process for the ScreenMeet Remote Support Package.<br><br>If you were on v1.11 or an older version, take a look at the previous upgrade guide for v1.12 to make sure that you are covering all the aspects of the upgrade: <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.screenmeet.com/docs/salesforce-upgrading-to-v112">https://docs.screenmeet.com/docs/salesforce-upgrading-to-v112</a></p><h3>Step 3 - Update the Widget component</h3><p>As of v1.15 we are finishing our work of deprecating older components and we are moving into using the new widget component called ScreenMeetSessionWidget.</p><p>The other components have been removed as of this version of the package so we urge you to update to the new component which supports all the previous features and more.</p><p>Also, since you are updating the pages you can take a look at the ScreenMeet files component which will enable you to view and download all the files related to the parent object related to your sessions.</p><p>Attached below as well is our release notes which covers recently released features</p><p><a target="_blank" rel="noopener noreferrer" href="/v1/docs/release-winter-22">Release Winter 22 (1.15)</a></p><h3>Step 4 - Update customizations</h3><p>This will only apply if you are in a version older than v1.9. In this step we recommend that you start looking into your own customizations using the old components mentioned in step 1 that will need to be updated or recreated using the new objects.</p><p>Some things that you may have customized in the past that you might want to look into are:</p><ul><li><p>Triggers</p></li><li><p>Reports</p></li><li><p>Flows/Process</p></li><li><p><span style="color: rgb(34, 34, 34);">Custom fields</span></p></li><li><p><span style="color: rgb(34, 34, 34);">Custom Code</span></p></li></ul><p>There could be more things that you may have setup in the past but that will depend in your organization setup. The provided examples are a friendly reminder of the most common things that you should likely verify before making production changes.&nbsp;</p><h3>Step 5 - Testing</h3><p>We highly encourage you to do a good round of test before going into production - especially if your application version was older than 1.9. We also suggest that you take a look into your reports, run your agents workflows, and check that your integrations work as expected before going into production.</p>

Upgrading ScreenMeet to 1.15

Upgrading to 1.15

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

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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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Events

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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