Installing ScreenMeet for Salesforce

This article provides a complete guide for installing ScreenMeet from the Salesforce AppExchange. Follow the steps in order to ensure a smooth setup.

Install the ScreenMeet Package from AppExchange

• Log in to your production Salesforce instance as an Administrator.

• Navigate to the Setup menu icon

• In the Quick Find box, search AppExchange Marketplace (or go directly to the ScreenMeet AppExchange Listing).

• Search for ScreenMeet.

• Click Get It Now and sign in with your Salesforce Organization login credentials.

• When prompted to install the package:

  • Select Install for Admins Only.

  • Approve third-party access to websites:

    • api-v3.screenmeet.com

    • qa-v3-api.screenmeet.com

  • Click Install.

Salesforce will send you a confirmation email once the installation is complete.

Important: Do not select Install for All Users — this will give administrative privileges to every user, which can create security risks.

Install the ScreenMeet Package in a Salesforce Sandbox

• Log in to your sandbox Salesforce instance as an Administrator.

• Navigate to the Setup menu icon.

• In the Quick Find box, search AppExchange Marketplace.

• Search for ScreenMeet.

• Click Try it.

• Ensure Try in your Sandbox is selected.

• Click Continue to Installation.

• Click Login and Install.

• Enter your Salesforce sandbox login credentials.

• When prompted to install the package:

  • Select Install for Admins Only.

  • Approve third-party access to websites:

    • api-v3.screenmeet.com

    • qa-v3-api.screenmeet.com

  • Click Install.

• Salesforce will send you a confirmation email once the installation is complete.

• In your Salesforce Sandbox, go to Setup → Custom Settings.

• Click ScreenMeet Settings → Manage → Edit.

• Check the box Is Sandbox and save.