Service Account Setup

A service account is required to allow your Salesforce organization to communicate with ScreenMeet's servers. This guide will outline how to set up your service account user in Salesforce.

Create the ScreenMeet Service Account User

1. Create a new user in your organization that will be dedicated to the service account. We recommend naming this user ScreenMeet Service Account and minimizing access for this user as a security best practice.

2. Document the new user's username and password — these will be needed later.

3. Assign the following permission sets to this service account: 

   • ScreenMeet Service (permission set is created automatically during installation)

   • ScreenMeet Service System Permissions (You will manually create the ScreenMeet Service System Permissions permission in the next step)

Create the ScreenMeet Service System Permissions Permission Set

1. Go to Setup in your Salesforce organization.

2. Type Permission Sets in the Quick Find, then click on Permission Sets.

3. Click New to create a new permission set

4. Enter ScreenMeet Service System Permissions for the Label. (ScreenMeet_Service_System_Permissions should autofill the API Name)

5. Click Save

Enable System Permissions for the new permission set

1. Open your ScreenMeet Service Permission Set Overview > System Permissions.

2. Click on Edit.

3. Enable the following permissions:

   1. Apex Rest Services

   2. API Enabled

   3. Password Never Expires (Only for versions pre 1.27)
      

   4. Customize Application

4. Click Save.

5. Click Save on the confirmation dialog.

6. Click on Manage Assignments for the Service Account Permission Set and assign it to the ScreenMeet Service Account user you created in the first step.

Add the ScreenMeet Connected App to the ScreenMeet Service Permission Set

1. Open your ScreenMeet Service Permission Set Overview

2. Click Assigned Connected Apps

3. Click on the Edit button

4. Move ScreenMeet from Installed Connected Apps into Enabled Connected Apps

5. Click Save

Enable Set Audit Fields System Permission (Optional)

In some cases, ScreenMeet sessions will be created on behalf of other users by the service account. In those cases, the Created By field will be populated as the Service Account by default. To have the Created By field display the user who requested the session, follow the steps below: 

1. Sign in as a System Administrator, then go to Setup

2. Search for User Interface in the Quick Find box

3. Click on User Interface from the search results (it will be at the bottom of the list):
   

4. In the Setup section, enable the option labeled Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions

5. Click Save

6. From the ScreenMeet Service System Permission Set Overview, open System Permissions

7. Click on Edit

8. Find the Set Audit Fields upon Record Creation permission and enable it.
   

9. Click Save

10. Click Save on the confirmation dialog

Create Security Token (Only applicable to ScreenMeet package versions prior to 1.27)

1. Sign in to your Salesforce instance as the ScreenMeet Service Account user

2. Click on your avatar in the top-right and click Settings

3. Click Reset my Security Token from the menu on the left under My Personal Information

4. Click the Reset Security Token button

5. An e-mail will be sent to the email address of the ScreenMeet Service Account user with the security token

ScreenMeet package version 1.27+ only

Update the ScreenMeet Connected App Policy

1. From Setup use the Quick Find to search for Manage Connected Apps

2. Click ScreenMeet from the list of Connected Apps

3. Click Edit Policies

4. Under Permitted Users, select Admin Approved users are pre-authorized

5. Click Save

Enter Service Account configuration into ScreenMeet Console

1. Open https://console.screenmeet.com

2. Click Salesforce if using a production instance, or Salesforce Sandbox if using a sandbox instance

3. Sign in with either the ScreenMeet Service Account credentials or a user account with the ScreenMeet Admin permission set

4. Click accept on the Permission Entitlement authentication dialog for the ScreenMeet app if it appears

5. Click Organization > Settings and Policies

6. Click Salesforce Integration at the bottom of the menu

7. Enter the ScreenMeet Service Account user credentials:

   • ScreenMeet Service Account username

   • ScreenMeet Service Account password (not required for version 1.27+)

   • Security token (not required for version 1.27+)

   • If you enabled Set Audit Fields upon Record Creation, be sure to enable Override CreatedById (Requires Permission)

     • 

8. Click Save

9. (Only for ScreenMeet package v1.12+) After saving the configuration, click the Configure and Validate Salesforce Org button. This will confirm that the ScreenMeetAPI and your Salesforce Org can communicate. This will also update internal encryption keys used to communicate between the platforms