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.
Install the app
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.