You can use Salesforce Custom Settings to centrally configure your Rescue-Salesforce integration. By default, these settings are not initialized in your Salesforce organization.

1. In Salesforce, navigate to the Rescue by GoTo App by selecting the 9-dot icon in the top-left corner.
2. Click the Rescue Settings tab.
   
3. Enter your Rescue by GoTo email address and Rescue by GoTo password.
4. Click Initialize.
   

   Result: Salesforce automatically retrieves your Rescue by GoTo company ID upon initialization.

5. In the Organization Settings section, select the appropriate option from the Rescue Instance drop-down list.
   • Select Beta if you use the beta version of the Technician Console.
   • Otherwise, leave it as Production.
6. Optionally, enter the Single Sign On password. This is set in the Rescue Administration Center under Global Settings > Single Sign On.
7. Select from the following preferences for Case creation in the Customization section:
   • Do not require active Tech Console (for PIN code generation)
   • Use EU Endpoint (Only if you have an EU account)
   • Show Email PIN link
   • Technician can edit Subject
   • Technician can edit Body
   • Technician can edit Email
   • Disable PIN chatter posts (by default, the PIN generation creates chatter posts to register PIN assignment.)
   • Disable PIN events (by default, the PIN generation creates events to register PIN assignment.)
   • Disable Rescue Log chatter posts (by default, the Rescue Logs received create chatter posts).
   • Disable case creation on console post (by default, when a ticket is created and closed on the Technician Console, a case is created).
   • Sender Email Address (to change default Email PIN sender address).
8. Select from the following preferences in the Standard Fields and Custom Fields sections (this would change the information that is sent from Rescue Support to Salesforce Rescue Logs during the session):
   • Disable TechName
   • Disable TechSSOId
   • Disable TechDescr
   • Disable ChatLog
   • Disable Notes
   • Disable WaitingTime
   • Disable PickupTime
   • Disable ClosingTime
   • Disable WorkTime
   • Disable LastActionTime
   • Disable Transmitted
   • Disable Survey Fields
   • Disable Platform
   • Disable PinType
   • Custom Field 0 (list to select a field to map to Custom Field 0)
   • Custom Field 1 (list to select a field to map to Custom Field 1)
   • Custom Field 2 (list to select a field to map to Custom Field 2)
   • Custom Field 3 (list to select a field to map to Custom Field 3)
   • Custom Field 4 (list to select a field to map to Custom Field 4)
   • Custom Field 5 (list to select a field to map to Custom Field 5)
9. Click Save Settings.

   Result:

   Note: To use Single Sign On, the technician's login email address for Salesforce must match the Single Sign On ID set in the Rescue Administration Center.

To be able to push session data back into Salesforce, you must set up the Force.com Sites feature and the Rescue Post-to-URL feature.

1. In Salesforce, click on the gear icon in the top-right corner, and select Setup.
2. In the Quick Find box, go to Sites and Domains > Sites.
3. Click Activate.
4. Click New at the top of the Sites section.

   Result: The Site Edit page is displayed.

5. Follow all instructions on the Site Edit page to create a Site.
   
   Tip: You must enter information unique to your organization in some fields, but this does not impact the integration
6. Click Save.

   Result: The Site Details page is displayed.

7. In the Site Detail section, click Public Access Settings.

   Result: The Profile page is displayed.

8. Scroll down, and go to the Enabled Visualforce Pages section and click Edit.

   Result: The Enable Visualforce Pages Access page is displayed.

9. Add the following Available Visualforce Pages to the Enabled Visualforce Pages list on the right:
   • rescuebygoto.RescueHandleURLPost
   • rescuebygoto.RescueHandleInitialURLPost
   • rescuebygoto.RescueRequestLensPinCode
   • rescuebygoto.RescueRequestPinCode

   Result:

10. Save to return to the Profile page.
11. Scroll down and go to the Enabled Apex Class Access section, and click Edit.

    Result: The Enable Apex Class Access page is displayed.

12. Add the following item from the Available Apex Classes to the Enabled Apex Classes list on the right:
    
13. Save your changes to the Profile page.
14. In the Profile Detail section click Edit.

    Result: The Profile Edit page is displayed.

15. Scroll down to the Standard Object Permissions section, select Read and Create access for the Cases standard object.
16. If you are using Record Types, make sure to select the appropriate ones for public guest visibility.
17. Scroll down to the Custom Object Permissionss section, select Read & Create access for the Rescue Logs and Rescue Sessions custom objects. This maps Rescue session activity back to the originating case.
18. Scroll down to Save changes to return to the Profile page.
19. Scroll down to the Field-Level Security section, go to Rescue Log and click View.
20. On the Rescue Log Field-Level Security for profile page, click Edit.
21. Select all fields available with Edit Access and click Save.
22. Click Back to Profile.
23. Scroll down to the Field-Level Security section, go to Rescue Sessions and click View.
24. On the Rescue Session Field-Level Security for profile page, click Edit.
25. Select all fields available with Edit Access and click Save.

    Result: This completes the setup of the Force.com Site.

This enables Rescue session data to be stored in Salesforce at session end.

1. In Salesforce, in the left navigation menu, go to Sites and Domains > Sites.
2. Under Your Salesforce site domain name is, retrieve/copy your unique URL.

   Example:

   https://mysfgotosalesforce-sites.com/rescueintegration/services/apexrest/rescuebygoto/handler/RescueHandleURLPost

3. Log in to the Rescue by GoTo website as an administrator for your Rescue account.
4. Open the Administration Center and select the Technician Group you want to configure.
5. Select the Settings tab.
6. Scroll down to the Exporting session data section, and enter the full URL into the Post-session details when the session is ended by technician field.
7. Scroll down and click Save.

On Case Pages, technicians will use the Rescue and Rescue Lens PIN buttons to generate Rescue and Rescue Lens PIN codes via Salesforce.

1. Go to Setup.
2. In the Quick Find box, go to Build > Customize > Case > Page Layouts.
3. Click Edit on the applicable Page Layout.
4. Rescue PIN and Rescue Lens PIN are in the Buttons section.
   
5. Drag them into the Custom Buttons section.
   
6. Rescue Logs is located under Related lists.
   
7. You can customize the related list fields by double-clicking their tab. If you are using the enhanced page layout editor, you can also click the wrench icon ()
   

On the Case Pages, technicians will use the Rescue PIN button to generate Rescue PIN codes via Salesforce. Follow this procedure to add the Rescue PIN Component to all appropriate Case Layout Lightning pages.

1. Go to Setup > Object Manager > Case > Lightning Record Pages.
2. Click New on the right and select Record Page.
3. Select Label type > Record page, and Object type > Case. Click Next.
4. From the menu on the left, choose Page Template, and select Group Header and one Region. Click Done.
5. Scroll down on the left menu, select Custom - Managed (1) > RescuePin, and drag it onto the desired area of the Page.
   
6. On the right panel, you can choose the buttons you wish to display for the technicians. The default value is Both.
7. Click Save.
8. Assign as Org Default.
9. Select Desktop to assign the form factor, then click Next. Click Save.

On the Case Pages, technicians will use the Rescue Logs Related Lists to access the session log information. Follow this procedure to add the Rescue Logs to all appropriate Case Layout Lightning pages.

1. Go to Setup > Object Manager > Case > Case Page Layouts.
2. Click the applicable Case Page Layout (Case Layout).
3. From the Related Lists section, drag Rescue Log and drop it on Related Lists Solutions.
   
4. Click Save.
5. Optionally, Related lists fields can be customized by double-clicking their tabs. If you are using the enhanced page layout editor, you can also click the wrench icon ().
   
6. From the menu on the left, drag Tabs to the second Add Components here section.
7. Click on the Related tab.
8. From the menu on the left, drag Related List onto the Related tab.
   
9. Click on the Details tab.
10. From the menu on the left, drag Record Detail onto the Details tab.