Upgrade ScreenMeet for Salesforce to the 2GP Managed Package

Overview

ScreenMeet for Salesforce is moving from a first-generation (1GP) managed package to a second-generation (2GP) managed package. Starting with version 1.29, ScreenMeet is released as a 2GP managed package only, so every org must complete this migration to receive version 1.29 and later.

The migration is a two-step process. You first upgrade to transition version 1.28, then install the same version 1.28 in 2GP format. Both packages contain identical functionality; only the packaging method differs.

This article is for Salesforce administrators who manage the ScreenMeet package in production or sandbox orgs.

Prerequisites

Salesforce System Administrator access to the target org.
An existing ScreenMeet for Salesforce installation. Check your current version under Setup > Installed Packages.
A sandbox org to test the migration before you upgrade production.

Test in a Sandbox First

Complete both steps in a sandbox and confirm ScreenMeet works as expected before you repeat the process in production.

Install Links by Environment

Use the link that matches your Salesforce environment. Production and Developer Edition orgs use login.salesforce.com. Sandbox orgs use test.salesforce.com.

Step	Package	Production / Non-Sandbox	Sandbox
1	Transition version 1.28 (1GP)	Install 1.28 transition package in production	Install 1.28 transition package in sandbox
2	Version 1.28 (2GP)	Install 1.28 2GP package in production	Install 1.28 2GP package in sandbox

Install Directly in a Logged-In Org

To skip the Salesforce login prompt and guarantee the package installs in the correct org, log in to the target org first. Then append the install path to your org's instance URL.

For the step 1 transition package, append:

/packaging/installPackage.apexp?p0=04tal000007Brkx

For the step 2 2GP package, append:

/packaging/installPackage.apexp?p0=04tRo0000017W0zIAE

For example, an org with the instance URL https://yourorg.my.salesforce.com uses the following step 1 URL:

https://yourorg.my.salesforce.com/packaging/installPackage.apexp?p0=04tal000007Brkx

Step 1: Upgrade to Transition Version 1.28

Salesforce only migrates an org to a 2GP package when the installed 1GP version matches the 2GP version exactly. Upgrading to transition version 1.28 aligns your org with the 2GP release.

Open the step 1 install link for your environment from the table above, or use the instance URL method.
Log in to the target org if prompted.
Select Install for Admins Only.
Click Upgrade and wait for the installation to complete.
Go to Setup > Installed Packages and confirm ScreenMeet shows version 1.28 with Packaging Model 1GP.

If Your Org Is Already on 1.28

If your org already runs the transition build, Salesforce offers an upgrade from 1.28 to 1.28. Running it is safe. If Salesforce reports that the upgrade is taking a long time, click Done and wait for the completion email before you start step 2.

Complete Step 1 Before Step 2

Do not install the 2GP package until your org is on transition version 1.28. Skipping step 1 prevents the 2GP package from replacing the existing installation.

Step 2: Install Version 1.28 in 2GP Format

This step migrates your existing installation to the 2GP managed package. Salesforce shows this as a package migration rather than an upgrade. Your installed components and existing ScreenMeet data remain unchanged.

Open the step 2 install link for your environment from the table above, or use the instance URL method.
Log in to the same org you upgraded in step 1 if prompted.
On the Migrate remote_support page, confirm the installed version and the migration target are both 1.28, then click Migrate. No profile selection is shown because the existing access settings are kept.
When the Approve Third-Party Access dialog appears, select Yes, grant access to these third-party web sites and click Continue.
Wait for the Migration Complete! message, then click Done.

Future Upgrades

After this migration, your org receives ScreenMeet version 1.29 and later as 2GP releases. Orgs that remain on the 1GP package cannot upgrade past version 1.28.

Verification

Go to Setup > Installed Packages. On the remote_support row, confirm Version Number shows 1.28 and Packaging Model shows 2GP. The namespace prefix stays screenmeet.
Open a Case or other record where the ScreenMeet component is configured and confirm the component loads with its session options and start button.
Start a test ScreenMeet session, confirm the session code and link are generated, then end the session.
Confirm existing ScreenMeet session records and recordings on the record are still visible.