---
title: "Salesforce Service account setup"
slug: "salesforce-service-account-setup"
description: "Learn how to create and configure a ScreenMeet Service Account in Salesforce for seamless communication with ScreenMeet's servers."
updated: 2026-05-04T15:28:09Z
published: 2026-05-04T15:28:09Z
canonical: "docs.screenmeet.com/salesforce-service-account-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.screenmeet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Account Setup

A service account is required to allow your Salesforce organization to communicate with ScreenMeet’s servers. This guide explains how to create and configure the ScreenMeet Service Account in Salesforce, then complete the required configuration in ScreenMeet Console.

---

### Create the ScreenMeet Service Account User

1. In Salesforce, create a new user dedicated to the ScreenMeet Service Account
2. Name this user: **ScreenMeet Service Account**
3. Document the new user’s **username** and **password** as these will be needed later
4. Assign the following **permission sets** to the service account user:
  - ScreenMeet Service (This permission set is created automatically during installation)
  - ScreenMeet Service System Permissions (This permission set will be manually created in the next section)

> [!WARNING]
> For security reasons, we recommend using a dedicated user account for the ScreenMeet Service Account instead of an account shared with other third-party integrations.

---

### Create and Configure the ScreenMeet Service System Permissions Permission Set

1. Go to **Setup** in Salesforce
2. In the Quick Find box, search for **Permission Sets**
3. Click **Permission Sets**
4. Click **New**
5. Enter **ScreenMeet Service System Permissions** for the label
6. Confirm the API Name auto-fills as ScreenMeet_Service_System_Permissions
7. Click **Save**
8. From the ScreenMeet Service System Permissions permission set, click **System Permissions**
9. Click **Edit**
10. Enable the following permissions:
  - Apex REST Services
  - API Enabled
  - Customize Application
11. Click **Save**
12. Click **Save** again on the confirmation dialog
13. Click **Manage Assignments**
14. Assign the permission set to the **ScreenMeet Service Account user**

> [!WARNING]
> Note: For ScreenMeet package version 1.26 and older, you must also enable **Password Never Expires**. This is covered in the version-specific section below.

---

### ScreenMeet package version 1.26 and older

#### Create Security Token

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

> [!WARNING]
> NOTE: If there’s no option to Reset My Security Token, check that Login IP Range is not set for the profile. If the Login IP Range is set, append the following after the Organization URL. This will enable you to reset the security token.
> 
> /_ui/system/security/ResetApiTokenEdit?retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DPersonalInfo&setupid=ResetApiToken
> 
> For example:
> 
> [https://yourorg.lightning.force.com/_ui/system/security/ResetApiTokenEdit?retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DPersonalInfo&setupid=ResetApiToken](https://yourorg.lightning.force.com/_ui/system/security/ResetApiTokenEdit?retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DPersonalInfo&setupid=ResetApiToken)

---

### ScreenMeet package version 1.27 and newer

Package version 1.27 and newer uses OAuth-based access and does not require the service account password or security token to be entered in ScreenMeet Console.

1. In Salesforce, go to **Setup**
2. In the Quick Find box, search for **Manage Connected Apps**
3. Click **Manage Connected Apps**
4. Select **ScreenMeet** from the list of connected apps
5. Click **Edit Policies**
6. Under Permitted Users, select **Admin approved users are pre-authorized**
7. Click **Save**

#### Create a Permission Set for the Connected App Access

After updating the connected app policy, extend the assigned application access to ScreenMeet Agents, Supervisors, Beam Group Managers, and Administrators. This allows OAuth logins into [console.screenmeet.com](http://console.screenmeet.com).

1. Go to **Setup**
2. In the Quick Find box, search for **Permission Sets**
3. Click **Permission Sets**
4. Click **New**
5. Create a permission set named **ScreenMeet Console Access**
6. Click **Save**
7. From permission set overview, click **Assigned Connected Apps**
8. Click **Edit**
9. Move ScreenMeet from Installed Connected Apps to **Enabled Connected Apps**
10. Click **Save**
11. Assign this permission set to ScreenMeet Agents, Supervisors, Beam Group Managers, and Administrators

> [!WARNING]
> For larger teams, we recommend adding this permission set to a permission set group. Alternatively, connected app access can be added at the profile level.

---

### Enter the Service Account Configuration in ScreenMeet Console

1. Open [https://console.screenmeet.com](https://console.screenmeet.com)
2. Select **Salesforce** for a production instance or **Salesforce Sandbox** for a sandbox instance
3. Sign in with a user account that has the ScreenMeet Admin permission set
4. If prompted, accept the Permission Entitlement authentication dialog for the ScreenMeet app
5. Go to **Organization** > **Settings and Policies**
6. Click **Salesforce Integration** at the bottom of the menu
7. Enter the ScreenMeet Service Account username
8. If you enabled Set Audit Fields upon Record Creation, enable **Override CreatedById** (Requires Permission)
9. The following fields are only required for version 1.26 and older:
  - ScreenMeet Service Account password
  - Security token
10. Click Save
11. Click **Configure and Validate Salesforce Org**
12. If successful, this confirms that the ScreenMeet API and your Salesforce organization can communicate. It also updates the internal encryption keys used for communication between the platforms.

---

### 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, check the box for **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 **Set Audit Fields upon Record Creation** permission and enable it.
9. Click **Save**
10. Click **Save** on the confirmation dialog

---

### Troubleshooting Configure and Validate Salesforce Org

If Configure and Validate Salesforce Org fails, review the following:

1. Verify that the ScreenMeet Service Account username is correct
2. For version 1.26 and older, verify the password and security token are correct
3. Review the Salesforce login history for the ScreenMeet Service Account user
4. If no login attempts are shown, verify the username and confirm whether the correct production or sandbox option was selected in ScreenMeet Console
5. Confirm that the ScreenMeet Service Account user has the required permission sets assigned:
  - ScreenMeet Service
  - ScreenMeet Service System Permissions
  - ScreenMeet Console Access (Only for versions 1.27+)