How do I install and set up GoTo Meeting for Salesforce as an admin?
GoTo Meeting for Salesforce Classic provides a means of managing your meetings in your Customer Relationship Management (CRM) application. You can schedule, update, start or cancel meetings directly from a contact page in Salesforce which lets you and your team keep future and past meetings linked directly to your contacts. Meeting history created in Salesforce is synchronized automatically on a nightly basis.
Note: We recently merged the GoTo Meeting and GoTo Connect for Salesforce integrations. The only change is in the name of the integration – the setup and tool work the same way.
You can perform a test install for admins, install the package for all users, or install the package for selected Salesforce users. The admin installation consists of the following, including this article.
Install the app
What to do next: As desired, view the following links to set up additional features of this integration:
Add start/schedule buttons
- In Salesforce, select Setup and search for Leads.
- Select .
- Select Edit next to "Lead Layout".
- Select the wrench icon above "Open Activities".
- In the Properties pop-up, select and open the Buttons section.
- In the "Available Buttons" column, select GoTo Meeting Now and New GoTo Meeting and then select Add to move them to the "Selected Buttons" column.
- Select OK to save the layout.
- Go back to the lead detail page and verify that both buttons are under the "Open Activity" section.
- Under "Lead Layout", select Save to save the layout. Repeat steps 1 through 8 for Opportunities and Contacts.
Add activity buttons to edit/delete sessions
- Search for Event and select Event Buttons and Links or select .
- Select Edit Buttons and Links.
- Select Edit next to "Edit".
- Select the Visualforce Page under "Salesforce Classic Override". Select EditButton from the drop down list.
- Select Save.
- Repeat steps 1 through 5 for the Delete buttons.
- Your next steps are setting up user permissions, data sharing between the applications, and deleting any unnecessary meeting record types.
Schedule an Apex class (admins only)
Once existing users have upgraded to the latest Salesforce version, an admin must schedule an Apex class.