How do I use the Salesforce integration?
Learn how to manage your meetings including scheduling, starting, and editing them directly from salesforce. You can also set up meeting record types and sync your meeting history.
Schedule meetings
The subject of the meeting will automatically become the meeting title, making it easier for you to find in your
GoTo Meeting web account.
Start a scheduled meeting
Only the Salesforce user and
GoTo Meeting organizer who created the scheduled meeting can start it directly from the Salesforce event details page.
What to do next: After the meeting is over, the session details, meeting recording link, and
Smart Notes (if available) will be populated in Salesforce.
Start an instant GoTo Meeting Now session
If you want to start an ad hoc meeting, you can select
GoTo Meeting Now. The meeting will automatically be created in Salesforce like a scheduled meeting, which then allows you to add invitees or to send additional invites at once.
- Log in to your Salesforce account.
- Locate and select the name to view the event details.
- Select GoTo Meeting Now.
- You will be launched into a GoToMeeeting session. As needed, you can go back to edit the meeting subject, add invitees,and more. Once customized, select Save & Send Invite.