---
title: "Using ScreenMeet in Salesforce"
slug: "using-screenmeet-in-salesforce"
description: "Start a session in Salesforce with ScreenMeet. Schedule sessions easily and send links to customers for seamless communication."
updated: 2026-08-12T23:41:45Z
published: 2026-08-12T23:41:45Z
canonical: "docs.screenmeet.com/using-screenmeet-in-salesforce"
---

> ## 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.

# Using ScreenMeet in Salesforce

### Overview

This guide is for agents. It covers starting a session from a Salesforce record, scheduling a session for later, running the session, and reviewing session history after it ends. Where you start a session depends on how your ScreenMeet administrator placed the component, which may be on a case, chat transcript, or another object.

---

### Start a Session

1. Navigate to the Salesforce object where the ScreenMeet widget is located. This may be a case, chat transcript, or another object, depending on your administrator's configuration.
2. If you have multiple ScreenMeet products, click the product you want to use.
3. Enable any relevant pre-session settings.
4. Click **Start Session**.

---

### Schedule a Session

If your administrator has enabled scheduling in the Salesforce widget, you can schedule a session for a future time.

1. Navigate to the Salesforce object (case, account, or other) where the widget is embedded.
2. Select any desired features, then click **Schedule Session**.
3. Set the date and time, then click **Schedule Session**.
4. Send the session link to the customer or end user along with the date and time.

Scheduling Availability

The **Schedule Session** option does not appear if your administrator has not enabled it or has not recently updated the package for this functionality. You can also reschedule a session, and scheduling can be automated as part of a service request by your administrator.

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### Run a Session

Once a session is live, the controls depend on which product you are running. See the product-specific guides for details.

- [Running a CoBrowse session](https://docs.screenmeet.com/v1/docs/hosting-a-cobrowse-session)
- [Running a Live session](https://docs.screenmeet.com/v1/docs/hosting-a-live-desktop-session)
- [Running a Replay session](https://docs.screenmeet.com/v1/docs/starting-a-replay)
- [Running a Remote Support session](https://docs.screenmeet.com/v1/docs/starting-a-remote-support-session-from-screenmeet-console)

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### Review Session History

When a session runs against a Salesforce object, it can enhance that object with session data. Available data includes:

- **Recordings:** as an attachment or as a link inside the ScreenMeet session record.
- **ScreenMeet session:** associated with a case or object, if your ScreenMeet organization administrator has enabled that implementation.

To view session details, click the **Live Session** hyperlink on the record. The session record shows metadata such as events, statistics, and recording URLs. You can also review session history in the [ScreenMeet Console](https://console.screenmeet.com).

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