HELP FILE

Sync Meeting History in Salesforce

Your GoToMeeting history data sync with Salesforce once a day at a time set by your Salesforce admin. However, any GoToMeeting organizer in Salesforce can manually sync 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.
  1. Log in to your Salesforce account.
  2. In Salesforce, open one of the following pages in the upper toolbar.

    • Leads
    • Contacts
    • Opportunities

  3. Click Sync Meeting History.
  4. Click OK to confirm.