Overview

GoMeddo allows an out of the box integration with Microsoft Teams to facilitate the generation of Teams Meetings from your GoMeddo reservations.

Step 1. install the package:

We assume you already have GoMeddo installed. The Teams extension is supported in version 5.2 of GoMeddo or higher.

Important! Make sure to always install “For Admins Only”.

• Install GoMeddo Teams 1.1 in a Sandbox

• Install GoMeddo Teams 1.1 in Production

Please follow the steps on Set up Azure & Configure Salesforce authentication for the next step of this configuration

Step 2. Set up Microsoft Azure:

Prerequisites

To create Teams meetings, a Microsoft Azure account is required. Note that the API is only designed to be accessed by an Azure developer account, a work account, or a school account. Personal accounts do not have access to the ability to create Teams online meetings.

Integration setup with a work account

To use the integration with a business account, you must have Microsoft 365, and access to Microsoft Entra ID (formerly Azure Active Directory). The user that is configuring Microsoft Azure must also have logged into Teams previously in order to create meetings.

Set up GoMeddo Application in Azure

The first thing needed is to set up a new custom application in Microsoft Entra ID that will be used to generate the authentication and authorization info for GoMeddo connections.

The process for setting up the application will involve:

1. Creating an application record

2. Configuring API permissions

3. Generating a client secret to be used in Salesforce

4. Specifying a redirect URI in Azure for GoMeddo (completed after creating the record in Salesforce)

App Setup

• Navigate to the Microsoft Entra ID home page

• Create a new App from the App Registrations link along the left hand side and click on New Registration

• Provide a name for the app (e.g. GoMeddo) and leave the supported account type on single tenant

  • We will fill in the redirect URI in a later step

• Click Register

API Permissions Setup

• Click on API permissions from the left-hand side of the application you have created.

• Click + Add a permission

  • Select Microsoft Graph

  • Select the following Delegated permissions (you can select them in one go):

    • Mail.Read

    • Offline_access

    • OnlineMeetings.ReadWrite

    • User.Read

  • Click Add permissions

• Click + Add a permission

  • Select Microsoft Graph

  • Select the following Application permission:

    • OnlineMeetings.ReadWrite.All

  • Click Add permissions

• Click on Grant Admin Context for MSFT.

• Click Yes

• Your page should now look like this:
  

  

Certificate Setup

Next we will create the client key and secret (to be used in Salesforce).

• Click on the Certificates & secrets Menu item on the left hand side. 

• Click on New client secret

• Enter a new description and the expiration of the secret. You can choose whatever you like or keep the default.

• Click Add

Important: Copy and save the Value for later use when setting up authentication in Salesforce. You will not be able to access it again if you navigate away from the page (you will have to create a new one)

Setup Salesforce

Setup Auth. Provider in Salesforce

To set up an Auth. Provider in Salesforce, follow these steps:

1. Open Salesforce in a new screen

2. Go to Setup > Auth. Providers

3. Add a new provider and choose "Open ID Connect" as the type

4. Fill in a Name and press Tab, this will also fill in the URL Suffix

5. Go back to your Azure screen > Microsoft Entra ID > App Registrations > All applications > “Your New App” and copy the Application (client) ID

6. Go back to your Salesforce screen and paste the value in the Consumer Key field

7. Fill the Consumer Secret field with the value that you copied earlier when creating the Certificates & Secrets in Azure

8. Navigate back to Microsoft Azure > Microsoft Entra ID > “Your App Name”

9. Click Endpoints. Copy down the following two URLs:

   • OAuth 2.0 authorization endpoint (v2)

   • OAuth 2.0 token endpoint (v2)
     

     

10. Fill the Authorize Endpoint URL with the OAuth 2.0 authorization endpoint (v2) value you just copied

11. Fill the Token Endpoint URL with the OAuth 2.0 token endpoint (v2) value you just copied

12. Ensure that the three below checkboxes are checked:

    1. “Send client credentials in header”

    2. “Send access token in header”

    3. “Include Consumer Secret in SOAP API Responses”
       

       

13. Click Save.

14. After you create the record, scroll down to the Salesforce Configuration section. Copy the URL listed for Callback URL.

15. Navigate back to Microsoft Azure > Microsoft Entra ID > “Your App Name” > Authentication

16. Click on + Add a platform

17. Select Web

18. Paste the Callback URL you just copied in the Redirect URis field in Azure

19. Click Configure

Create External Credential in Salesforce

1. Go back to your Salesforce screen

2. Go to Setup > Named credentials

3. Navigate to the External Credentials tab

4. Click New

5. Name it “GoMeddoTeams”, and choose OAuth 2.0 as the protocol

6. Then add scope: Mail.Read Offline_access OnlineMeetings.ReadWrite User.Read

7. Choose the Authentication Provider from the previous step

   

    

8. Click Save

9. Scroll down to Principals list

10. Click New

11. Fill in a Parameter Name, this can be anything

12. Leave the Sequence Number as-is

13. Make sure the Identity Type is set to Named Principal

14. Give it the same scope as the external credential: Mail.Read Offline_access OnlineMeetings.ReadWrite User.Read

    

15. Click Save

16. Scroll down to the Principals list again. Click on the down arrow under Actions and press Authenticate:

    

17. (This step my be skipped automatically) Press Allow. If Azure was properly configured with the Redirect URI, the credentials will successfully authenticate. Note: you may be prompted to log in to Azure again.

18. Afterwards, Salesforce will inform you that it was successful.
    

    

Create Named Credential in Salesforce

1. Go to Setup > Named Credentials

2. Click New under Named Credentials (not External Credentials this time)

3. Add a Label, and add MS_Teams_Named_Credential as the name.

4. Add https://graph.microsoft.com/v1.0/me/onlineMeetings to the URL field

5. Add the External Credentials "GoMeddoTeams" and include "GMTeams" in Allowed Namespaces

6. Leave the rest as-is

7. Click Save
   

Map Principal to Permission Set in Salesforce

1. Go to Setup > Permission Sets

2. Select an existing Permission Set, or create a new one. This Permission Set will make sure that Reservations created by users contain a Teams link.

3. Within the Permission Set, go to External Credential Principal Access

4. Click Edit

5. Select the Principal from the previous step in the left column, and add it to the right column

6. Click Save

7. Assign this permission set to any user that should generate Teams links for the reservations they create.

Make sure to assign this Permission Set to any user that should generate Teams links for Reservations they create!

Continue

Proceed to Set the meeting url using a flow

Step 3. Use a flow to create the meeting (example)

This is an example of how to setup a very simple flow which adds a Teams url to a Reservation once it’s created

1. Go to Setup > Flows and create a new Flow

2. Select Record-Triggered Flow

3. Select Reservation as the object, leave the defaults and at the bottom select “Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed”

4. Create a Reservation Collection variable
   

   

5. Under Run Asynschronously, click the +

6. Create an Assignment as follows
   

   

7. Next, add an Action

8. Select Create Teams meetings for list of reservations

9. Set the input value reservations to your Reservation Collection

10. By default, the following mappings will occur:

    1. Teams Meeting Subject: the title of the Reservation

    2. Teams Meeting Start Time: the start datetime of the Reservation

    3. Teams Meeting End Time: the end datetime of the Reservation

11. Save and activate the flow

12. The flow will now fill the “Teams_Join_Url__c” field on the Reservation object asynchronously depending on your configuration.

Users that need to generate a Teams link for their reservations should also have the permission set assigned that you created in the previous step in order for this flow to run correctly, so make sure to add or assign these permissions to the right users.

Step 4. Add fields to reservation page layout and reservation form

To show the Teams URL field on the reservation form and the reservation record page, you need to take the following steps:

Steps:

1. Go to Setup - Object Manager and find the Reservation object.

2. Go to Page layouts - there drag the Teams Join URL field to the page layout and save.

3. Go to Field Sets - Add the Teams Join URL field to the field set that you are using on your reservation type and save.

Step 4. Set up teams meeting policies

The Microsoft Graph API doesn’t let you determine who the host or attendees of the meeting are dynamically. That’s why you should use Meeting policies to setup which groups of users are allowed to join or not.
By doing so, you can have the flexibility to create policies that represent your organisations needs. You can allow everyone to join the meeting, narrow the scope to only users from your domain, setup if they can skip the waiting room and join directly, etc.

For the full options Teams provides, refer to Microsoft’s policies overview documentation.