Salesforce Setup for Meet

This guide covers configuring the Meet component in your Salesforce organization, including Trusted URL configuration and verification steps.

Prerequisites

  • Administrator access to your Salesforce organization
  • The &money Portal component deployed to Salesforce
  • Meet environment URL provided by &money

For Portal component deployment, see Deploying Iframe LWC to Salesforce.

Environment URLs

Environment Meet URL
Test https://app.meet.test-env.andmoney.dk
Production https://app.meet.andmoney.dk

Portal Component Setup

Meet is embedded using the same Portal component as other &money embeddable features (such as Referat). The setup follows the same pattern described in Setup in Salesforce.

Adding the Portal Component to an Event Page

  1. Navigate to an Event record in Salesforce
  2. Access the Lightning App Builder by clicking Settings → Edit Page
  3. Choose the desired location for the component:
    • Add a new tab, or
    • Select an existing section
  4. Locate &money Portal in the components panel
  5. Drag the component to your chosen location
  6. Configure the component:
    • Source URL: Enter the Meet URL provided by &money
  7. Click Save to apply changes

The component uses the Event’s recordId to establish context, which is passed automatically.

Trusted URL Configuration

Meet requires additional Content Security Policy (CSP) directives compared to other embeddable components, due to real-time transcription and microphone access requirements.

Step 0: Enable Permissions-Policy HTTP Header

  1. Navigate to Setup in Salesforce
  2. Search for “Session Settings” in the Quick Find box
  3. Scroll to the Browser Feature Policies section
  4. Check Include Permissions-Policy HTTP header
  5. Set Microphone to Trusted URLs Only
  6. Click Save

Note: This is a one-time configuration per Salesforce organization. Without this setting, the microphone permission in Trusted URLs will not take effect.

Step 1: Access Trusted URLs Configuration

  1. Navigate to Setup in Salesforce
  2. Search for “Trusted URLs” in the Quick Find box
  3. Select Trusted URLs from the search results

Step 2: Create Trusted URL Entry

  1. Click New Trusted URL
  2. Complete the configuration:
    • API Name: Enter an identifier, e.g., meet_iframe
    • URL: Enter the Meet URL provided by &money
    • CSP Context: Select Lightning Experience Pages
  3. Under CSP Directives, enable the following:
Directive Enable Purpose
connect-src (scripts) Yes WebSocket connections for real-time transcription
font-src (fonts) No Not required
frame-src (iframe content) No Not required
img-src (images) No Not required
media-src (audio and video) Yes Microphone audio capture
style-src (stylesheets) Yes Material-UI component styling
  1. Under Permissions Policy Directives, enable the following:
Directive Enable Purpose
camera No Not required
microphone Yes Audio recording for meetings
  1. Click Save to confirm the configuration

Step 3: Validate Configuration

  1. Verify the Meet URL appears in the Trusted URLs list
  2. Confirm CSP directives are enabled: connect-src, media-src, style-src
  3. Confirm Permissions Policy directive microphone is enabled
  4. Test the integration by loading Meet on an Event page

Note: This is a one-time configuration per Salesforce organization. Future updates will not require modifications to these Trusted URL settings.

Verifying the Installation

After completing the setup, verify that Meet is working correctly:

Step 1: Open Meet from an Event Record

  1. Navigate to an Event record in Salesforce
  2. Locate the Meet component on the page
  3. The Meet interface should load within the component

Step 2: Verify Authentication

  1. Meet will initiate SSO login using your Salesforce user’s federation ID (if configured) or email
  2. You should be authenticated automatically via Azure AD
  3. If prompted, sign in with your organizational credentials
  4. Meet validates that your authenticated identity matches your Salesforce user context

Step 3: Test Microphone Access

  1. Click the gear icon to open settings
  2. Your browser should prompt for microphone permission (if not already granted)
  3. Grant microphone access when prompted
  4. Verify that the microphone selector shows available devices

End-user microphone help

For step-by-step browser instructions (including fixing “Blocked”), see Microphone Permissions.

Step 4: Confirm Record Context

  1. Participants from the Event record should be auto-suggested
  2. The meeting context should reflect the Event details

Troubleshooting

Issue Solution
Meet not displaying Verify Trusted URL configuration and CSP directives are enabled
Microphone not detected Check browser permissions, media-src CSP directive, microphone Permissions Policy, and Session Settings Permissions-Policy HTTP header
WebSocket connection errors Verify connect-src CSP directive is enabled for the Meet URL
Authentication failures Ensure user has appropriate access and Azure AD SSO is configured
Cross-origin errors Confirm the Meet URL matches the Trusted URL exactly
Styling issues Verify style-src CSP directive is enabled
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