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Task 2.1: Initialize Custom Settings

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.
  2. Click the Rescue Settings tab.
  3. Enter your LogMeIn Rescue email address and password.
  4. Click Initialize.

    Result: Salesforce automatically retrieves your LogMeIn Rescue 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 LogMeIn 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
    • 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.)Change default Email PIN sender address
    • 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 LogMeIn Rescue Administration Center.

Article last updated: 9 January, 2023