ScreenMeet for Salesforce: Introduction

ScreenMeet for Salesforce is an AppExchange application that allows your agents to assist customers using various ScreenMeet tools for many use cases, such as IT Help Desk and Customer Support.

The ScreenMeet platform allows you to directly integrate remote support, video and audio calling, CoBrowse, and session replay capabilities within your CRM on your Salesforce object of choice.

Requirements

Salesforce Lightning

This application is designed only for Salesforce customers who have transitioned to the Lightning Experience. Users who are not using the Lightning Experience should install an older version of the ScreenMeet package. Please contact ScreenMeet Support for more information.

Service Account

In addition to your regular user accounts, you will need to dedicate one user account to act as a service account. This enables communication between ScreenMeet and your Salesforce Organization.

Administrator Privileges

You will need a System Administrator account on your Organization to perform the installation.

Package Support & Updates

ScreenMeet actively supports versions of the Salesforce package released within the last two years.

For optimal performance, security, and access to the latest features and bug fixes, we recommend upgrading your ScreenMeet Salesforce package every 4 to 6 months.