Administrator installation checklist

Install the ScreenMeet package

• Login to your Salesforce instance as an administrator.
• Navigate to Setup -> AppExchange marketplace. 
• Search for ScreenMeet and install the application
  • Install for administrators only.
  • Allow the trusted whitelist entries when prompted. 
  • If installing in a sandbox, go to Setup in Salesforce and navigate to Custom Settings. Click on ScreenMeet Settings > Manage > Edit. Check the box “Is Sandbox” and save the settings.

Create and configure Service Account User

• Create Salesforce user specifically for ScreenMeet named ScreenMeet Service Account or something similar.
• Make note/document the password as it will be copied/entered in a later step.
• Create custom permission set(ScreenMeet Service System Permissions or similar name) with following system permissions
  • Apex Rest
  • API Enabled
  • Customize Application
  • Password Never Expires
• Assign ScreenMeet Service System permission set created in step two above to the service account.
• Assign the prepackaged “ScreenMeet Service” permission set to the service account.
• Gather the security token for the Service Account user - login as the Service account and follow this guide. Document this security token as it will be used in a later step.

Finalize SFDC configuration on console.screenmeet.com  

• Login to console.screenmeet.com as an administrator
  • If you are not a full Salesforce system admin, add the “ScreenMeet Administrator” permission set to your Salesforce profile prior to logging in. 
• Navigate to organization -> settings and policies -> Salesforce Integration 
• Enter the Service Account’s username in the username field.
• Enter the Service Account’s password in the password field.
• Enter the Service Account’s security token in the password field. 
• Press Save -> proceed to configure/validate at the bottom of the page.
  • If this fails, the password, security token, or username are likely invalid. See login history of the service account user for more information. 
    • The integration will not work properly if you do not receive a successful response after configuring/validating inside of the settings. 

Place widget(s) on desired page layout

• Navigate to the page layout(s) of where your agents/end users will be using ScreenMeet
• Click Setup -> Edit Page at the top right of the page. 
• Drag the ScreenMeetSessionWidget and screenMeetFiles widget to the desired location on the page. 
  • Suggested best practice is to nest the widgets in a tab to avoid widget loading on every case load.
  • Additionally, best practiced approach is that the tab should only be visible to users with ScreenMeet permission sets. 
• Save and activate the page layout.

Assigning roles to users

• Assign the “ScreenMeet Agent” permission set to users who will be using ScreenMeet tools.
  • This can be done manually or as part of a permission set group/other forms of deploying at scale.
• Assign the “ScreenMeet Supervisor permission set to supervisors of the agents. Supervisors can barge into other agents' existing sessions. 
• Assign the “ScreenMeet Administrator” role to anyone who will be administering ScreenMeet to change settings and application behavior. 

Configuring your product(s) and other ScreenMeet configurations

• Navigate to console.screenmeet.com
• Click on Organization -> Settings and Policies
• Adjust your settings for your product(s) based on your requirements (Live / Remote Support / CoBrowse / Replay)
• Adjust your settings for other ScreenMeet integration settings
  • File Transfer Settings
  • File and Recording Storage
  • AWS S3 File Storage / Azure Blob File Storage

Once the above steps are completed, the ScreenMeet application will be configured for use.

Additional steps can be taken to enhance the integration.