• Under Setup, Go to Object Manager, then Case Page Layouts, and enter into the relevant layout settings.

  • Go to Related List options and drag ScreenMeet sessions into the Related Lists area.


  • Click on the wrench icon and select the fields you want to be able to see on your case pages. We recommend the following displayed fields and order of appearance:
    1. ScreenMeet Session (required)
    2. Created By
    3. Created Date
    4. Time User Joined
    5. Session Duration

Save your changes and head back to a case. Your session logs will now appear under the Related tab or component.

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