How do I configure GoTo Meeting in Salesforce Classic?
Once the GoTo Meeting package is installed in your Salesforce instance, admins can configure the buttons and menus in Salesforce so that your users can easily find and use the GoTo Meeting application.
The configuration embeds the
GoTo Meeting application and functions into the Salesforce interface. Your users will be able to schedule, manage and start meetings directly from the contacts (leads, contacts and opportunities) they want to meet with. Meeting history is stored with the contacts who were invited and for those who attended.
Configure buttons on Leads, Opportunities, and Contacts
This set of step adds buttons to schedule and start
GoTo Meeting sessions from the Leads, Opportunities, and Contact pages. Admins will follow the same steps for every page.
- In Salesforce, select Setup and search for lead, opportunities, or contacts.
- 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 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.
Configure Activity buttons
The Activity buttons include the ability to edit and delete a session. Admins will go through these steps twice to add the Edit and Delete buttons to the page.
- 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.