HELP FILE

How do I configure GoToMeeting in Salesforce Classic?

Once the GoToMeeting 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 GoToMeeting application.

The configuration embeds the GoToMeeting 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 GoToMeeting sessions from the Leads, Opportunities, and Contact pages. Admins will follow the same steps for every page.
  1. In Salesforce, select Setup and search for lead, opportunities, or contacts.
  2. Select Build > Custome > Leads > Page Layouts.
  3. Select Edit next to "Lead Layout".
  4. Select the wrench icon above "Open Activities".
  5. In the Properties pop-up, select and open the Buttons section.
  6. In the "Available Buttons" column, select GoToMeeting Now and New GoToMeeting and select Add to move them to the "Selected Buttons" column.
  7. Select OK to save the layout.
  8. Go back to the Lead Detail page and verify that both buttons are under the "Open Activity" section.
  9. 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.
  1. Search for Event and select Event Buttons and Links or select Build > Customize > Activities > Event Buttons and Links.
  2. Select Edit Buttons and Links.
  3. Select Edit next to "Edit".
  4. Select the Visualforce Page under "Salesforce Classic Override". Select EditButton from the drop down list.
  5. Select Save.
  6. Repeat steps 1 through 5 for the Delete buttons.
  7. 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.
  1. Make sure you are a system admin with "GTM Permission" set.
  2. Search for and open Apex classes.
  3. Select Schedule Apex on top of the "Apex classes" table.
  4. Set the form values to the following:

    • Job Name: GTM Schedule Fetch Session
    • Apex Class: ScheduleSessionSync
    • Schedule Apex Execution: enter the start date/time of this process

  5. The scheduled process will start running at the entered start date/time and will execute every 60 minutes depending on the set settings.
  6. To verify it was correctly created, open the Jobs drop-down list under "Environments" in the left menu and select Scheduled Jobs.