How to send Beam invitations to Contacts in SFDC.

How to Invite a Contact. Navigate to a contact and click on the "Beam Invite" button. 


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This will start the Beam Invite wizard.When multiple Beam Orgs are configured then they will be listed. Select the one you desire and click Next.

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Then if multiple Device groups are available they will be listed. Select the Device Group Desired and click "Send Beam Invite"

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A confirmation will then be show. Click Continue.


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Then the milestones will be updated on the Contact record in the Beam User Status section.

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You can see the Beam User Activity of this new User on the Contact Page.

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You also can see the status of all the Users that have been invited and their Milestone Status for a given Beam ORG. Go to the Beam ORG config and there will be a dropdown arrow to reveal the Beam Users for that ORG.

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That is it. Enjoy sending your Beam invitations.