About the Rescue by GoTo Salesforce Integration
Rescue by GoTo for AppExchange provides seamless case management integration and enables support organizations to improve the quality of customer support.
This document provides step-by-step instructions on how to integrate Rescue by GoTo with Salesforce.com.
Once you complete the tasks covered in this document, you will be able to do the following:
- Launch Rescue by GoTo remote support session from the Salesforce Case tab
- Automatically send data from the Rescue Technician Console to the Salesforce Activity History
- Access details of past Rescue by GoTo sessions directly from Salesforce by clicking on an item in the Activity History section for a particular case
- Launch Rescue by GoTo Technician Console from Salesforce (optional)
- Configure fully integrated Instant Chat solution (optional)
Requirements
- Rescue by GoTo account ( www.LogMeInRescue.com)
- Salesforce Developer, Enterprise or Unlimited account
- Task 1: Install the Rescue by GoTo Integration Package
- Task 2: Set up Your Initial Configuration
- Task 3: Configure a Technician User
- Back up your data and uninstall the older version of the package
In this section:
Article last updated: 25 October, 2024