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.
Configure buttons on Leads, Opportunities, and Contacts
- 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
- 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)
- Make sure you are a system admin with "GTM Permission" set.
- Search for and open Apex classes.
- Select Schedule Apex on top of the "Apex classes" table.
- 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
- The scheduled process will start running at the entered start date/time and will execute every 60 minutes depending on the set settings.
- To verify it was correctly created, open the Jobs drop-down list under "Environments" in the left menu and select Scheduled Jobs.