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How do I install and set up GoTo Meeting for Salesforce Lightning?

The Salesforce Lightning integration allows you to connect quickly with your leads and contacts through automatic invites and instant meeting links. You can share your presentation, demo your product, impress your prospects with clear screen sharing and video conferencing, and boost sales productivity by scheduling and storing meeting information directly in Salesforce.

Download GoTo Connect for Salesforce Lightning
If you are installing the integration from a new Salesforce environment, select the download link below. Once installed, you can use the GoTo Meeting Lightning component for an easier and branded experience.

Set up the new Salesforce package
Once you've upgraded to the new Salesforce version, you can set up the package including any needed user permission sets.
  1. Log in to your Salesforce account.
  2. Update your Lead, Contact, and Opportunity labels to include the New GoTo Meeting and GoTo Meeting Now buttons for the Salesforce Lightning experience. Note that you can also add these buttons to be displayed in Salesforce Classic.
    1. Select Object Manager > Lead, Contact, or Opportunity.
    2. Select Page Layouts in the left menu and Lead Layout, Contact Layout, or Opportunity Layout depending on what object you are modifying.
    3. From the Layout field, select Mobile & Lightning Actions.
    4. Drag and drop the New GoToMeeting and GoToMeeting Now buttons to Salesforce Mobile and Lightning Experience Actions.
    5. Save the layout.
  3. Assign users to the "GTM Event Permission" Permission Set if your users aren't allowed to use the integration in Salesforce. This will allow them to create general Event records and work with Event buttons. You can alternatively assign every profile to the following Visualforce pages.
    1. From the Setup page, select Custom Code and Visualforce Pages.
    2. Select Security next to "NewButton", "EditButton", and "DeleteButton" to open the profile selector.
    3. Add all the user profiles or assign desired user profiles, and select Save.
  4. Add your users to the "GTM Permission" Permission Set if your users will be using the integration in Salesforce.
    1. Select Users > Permission Sets.
    2. Select the GTM Permission and GTM Event Permission Permission Set labels.
    3. Select Manage Assignments and Add Assignments.
    4. Mark the desired users and then select Assign.
  5. If desired, you can modify the GoTo Meeting email template to include your organization's branding.
  6. If you upgraded Salesforce from a previous version, you must delete "Go To Meeting Layout" Event Layout and replace it with"GoTo Meeting Layout". If desired, you can delete all Activity Custom Fields and Visualforce Pages.

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.

Use the GoTo Meeting Lightning Component in Salesforce

Use the custom lightning component for an easier and branded experience.

  1. Log in to your Salesforce account.
  2. Select the Settings icon in the top toolbar then Setup.
  3. Search for "App Builder" and select Lightning App Builder.
  4. Select New > Record Page > Next.
  5. Create your new lightning page (this works for Lead, Contact, or Opportunity) and then select Next.
  6. Search and add the "GoTo MeetingLightning" custom component. Select Save.
  7. Continue using Salesforce as you normally would with the lightning component!
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