How do I configure the GoTo Connect integration in my Salesforce account?
Enable the phone and notes features of the GoTo Connect Integration for Salesforce Classic and Salesforce Lightning for your organization.
Note:
- When you first login, your browser might be blocking the authentication popup. Make sure you allow popups from Salesforce.
- If you receive the "Blocked by Content Security Policy" error when using the phone function in Salesforce, please see the instructions in the Salesforce community.
Important: For the integration to work properly, users need access to the following Standard Objects in Salesforce: Account, Contact, Case, Lead, Opportunity, Note, and Task. Customizing these items may create problems with the integration. Learn more about Salesforce object permissions here.
Notice: GoTo Connect and GoTo Meeting Salesforce integrations are available in the same package since September 2021. If you have updated your existing package installation since then, please make sure that new Remote Site Settings are enabled:
- Go to .
- Click Edit next to inactive line items with "jif6QH2I3t7Mptz" under Namespace Prefix.
- Click the checkbox next to Active and then click Save.
Click here to learn more about setting up the GoTo Meeting Salesforce integration for your organization.
Salesforce Product | How-to |
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Salesforce Classic |
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Salesforce Lightning |
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When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.