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)

4. Search for ScreenMeet

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

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

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