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 CRM. 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.
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 sections in this article.
Install the app
What to do next: Check your email inbox for a "Package Successful" email. You will be redirected to a
Installed Packages page in Salesforce. Make sure
GoToConnect Integration is in the list of installed packages.
Add start/schedule buttons
- From Salesforce, select Setup and then search for Leads.
- Select .
- Select Edit next to "Lead Layout" and then select the wrench icon above "Open Activities".
- From the Properties pop-up, expand the Buttons section.
- From 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 and then Edit.
- Select the Visualforce Page under "Salesforce Classic Override" and then select EditButton from the drop down list.
- Select Save.
- Repeat steps 1 through 5 for the Delete buttons.
What to do next: Set up user permissions, data sharing between the applications, and delete 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.
