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    Getting Application from the AppExchange
    • 01 Feb 2022
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    Contents

    Getting Application from the AppExchange

    • Updated on 01 Feb 2022
    • 1 Minute to read
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    Article Summary

    Installing ScreenMeet in your Salesforce organization

    1. Navigate your browser to our App Exchange listing.
    2. Click on "Get it Now".

    3. Sign in with the Organization ID which will be installing the package.
    4. Choose Install in Production or Install in Sandbox depending on what type of organization you are installing in.
    5. When prompted to install the remote_support package, choose Install for Admins Only, then click Install.
      NOTE: Choosing Install for All Users will grant administrative privileges to all users, resulting in potentially significant security violations.

    6. Approve third-party access to websites api-v3.screenmeet.com and qa-v3-api.screenmeet.com 

    7. You will receive an e-mail from Salesforce once package installation is complete.

    Sandbox Installation
    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.


    Next: Permissions Overview & Roles


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