Administrator installation checklist
  • 04 May 2023
  • 2 Minutes à lire
  • Sombre
  • PDF

Administrator installation checklist

  • Sombre
  • PDF

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Résumé de l’article

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  

  • Login to 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.

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. 
  • 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
  • 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.



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