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 remove meeting record types and sync your meeting history.
Schedule and start 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.
What to do next: When you are ready to start your session, navigate to the
Open Activities section of the
Leads,
Contacts, or
Opportunities page that has the desired meeting scheduled. Find the meeting and then select
Start Meeting. Note that only the Salesforce user and
GoTo Meeting organizer who created the scheduled meeting can start it directly from the Salesforce event details page. Once the session is over, the session details, meeting recording link, and
Smart Notes (if available) will be populated in Salesforce.
Manage meetings
Learn how to edit, cancel, delete, share and sync your session history below.
- Log in to your Salesforce account.
- Open the desired Leads, Contacts, or Opportunities page.
- Find and select the scheduled event to open its details.
- Choose the desired action:
Action Instructions Update a session - Select Edit and then update the subject, start/end time, description, notes, or invitees as desired.
- When finished, select Save & Send Update.
Share a session - Select Copy Invitation (or Select Invitation if running Safari).
- Paste the text into the desired medium (email, blog, etc.)
Add to calendar Select Add to Outlook and then save the downloaded .ics file as an Outlook event. Cancel a session Select to confirm. Note: An email will be sent to all invitees with the .ics attachment to remove the event from their calendars. The meeting data will still be available to view in Salesforce unless deleted.Delete a session Select Delete. Note: All invitees will be informed of the cancellation by email and the meeting record will be removed from Salesforce.Sync session history Select . Remember: Your GoTo Meeting history data syncs with Salesforce once a day at a time set by your Salesforce admin. However, any GoTo Meeting organizer in Salesforce can manually sync using these steps at any time to update their own meeting history. The sync process brings over session information and attendee details for meetings that have been started at least once. If you try to sync a meeting that has never been started, you'll see a "No session exists" message.
Remove record types
Modify your users' view of record types as needed to make the environment clearer.
Two record types are created by
GoTo Meeting during the package install, "Event" and "
GoTo Meeting". In some Salesforce implementations, either a custom record type, or an additional "Event" record type get added into the environment, causing confusion for the users. Administrators can remove these extra record types from the interface as follows.
- From , select Edit.
- From Selected Record Types, select the record type(s) you want to remove.
- Select .
What to do next: Sync up with your users to let them know what record types you want used and how.