---
title: "Installing ScreenMeet for Salesforce"
slug: "administrator-installation-checklist"
description: "Install ScreenMeet from Salesforce AppExchange with our step-by-step guide for a secure and smooth setup in both production and sandbox environments."
updated: 2025-09-15T17:54:52Z
published: 2025-09-15T17:54:52Z
canonical: "docs.screenmeet.com/administrator-installation-checklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.screenmeet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installing ScreenMeet for Salesforce

This article provides a complete guide for installing ScreenMeet from the Salesforce AppExchange. Follow the steps in order to ensure a smooth setup.

---

## Install the ScreenMeet Package from AppExchange

1. Log in to your production Salesforce instance as a Salesforce Administrator
2. Navigate to the **Setup** menu
3. In the Quick Find box, search **AppExchange Marketplace** (or go directly to the [ScreenMeet AppExchange Listing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdXxUAL))
4. Search for **ScreenMeet** ![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(110).png)
5. Click **Get It Now** and sign in with your Salesforce Organization login credentials
6. When prompted to install the package:
  - Select **Install for Admins Only**
  - Approve third-party access to websites:
    - `api-v3.screenmeet.com`
    - `qa-v3-api.screenmeet.com`
  - Click **Install**
7. Salesforce will send you a confirmation email once the installation is complete

> [!CAUTION]
> Important: Do not select ***Install for All Users*** — this will give administrative privileges to every user in your org, which can create security risks.

---

## Install the ScreenMeet Package in a Salesforce Sandbox

1. Log in to your sandbox Salesforce instance as an **Administrator**
2. Navigate to the **Setup** menu icon
3. In the Quick Find box, search **AppExchange Marketplace**
4. Search for **ScreenMeet**
5. Click **Try it**
6. Ensure **Try in your Sandbox** is selected
7. Click **Continue to Installation** ![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(111).png)
8. Click **Login and Install**
9. Enter your Salesforce sandbox login credentials
10. When prompted to install the package:
  - Select **Install for Admins Only**
  - Approve third-party access to websites:
    - `api-v3.screenmeet.com`
    - `qa-v3-api.screenmeet.com`
  - Click **Install**
11. Salesforce will send you a confirmation email once the installation is complete
12. In your Salesforce Sandbox, go to **Setup → Custom Settings**
13. Click **ScreenMeet Settings → Manage → Edit**
14. Check the box **Is Sandbox** and click **Save**

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(112).png)