- VISUAL REMOTE ASSISTANT SALESFORCE INSTALL
- VISUAL REMOTE ASSISTANT SALESFORCE FULL
- VISUAL REMOTE ASSISTANT SALESFORCE VERIFICATION
- VISUAL REMOTE ASSISTANT SALESFORCE PASSWORD
Walk customers through connecting their mobile device.Locate and start Visual Remote Assistant.Decide if it’s a case for Visual Remote Assistant.Don’t disassemble complex components that require a delicate touch or specialized expertise.įinally, they list the tasks that agents and technicians must perform to use Visual Remote Assistant.Don’t have customers climb onto their roof or go to any area that’s dangerous to access.
Don’t attempt to fix problems with electrical components that could shock or injure the customer. Ursa Major never compromises on customer safety. Instead, a knowledgeable technician must come onsite to fix the problem. 
For example, some tasks are too dangerous for a customer to attempt. Then they create a list of common scenarios where a visit must be scheduled.
Use optical character recognition (OCR) to convert barcodes, QR codes, and more into text to look up panel warranty, item number, and more. Check to make sure that all connections are securely fastened. If solar panels on the ground are losing efficiency, visually inspect them for loose debris. Examine hot water heaters leaking inside the house for loose connections or defective parts. VISUAL REMOTE ASSISTANT SALESFORCE FULL
It’s not a full list, but it gives you a sense of Ursa Major’s goals. Here’s part of Ursa Major’s list of tasks that customers can perform. They create a list of common scenarios that can benefit from a visual connection to the customer. Ada is responsible for the agent perspective and James focuses on how technicians use Visual Remote Assistant. Train EmployeesĪda and James work together to develop a training program for agents and technicians. Maria selects Visual Remote Assistant to see more. It can take a few minutes, but when the installation is complete, check out what you’ve installed.
Check your email for notification that the package installed. Wait for a message telling you that you’ll be notified by email when the package is installed, and click Done. Approve the request to grant access to third-party websites. VISUAL REMOTE ASSISTANT SALESFORCE INSTALL
Select Install for Admins Only, select the acknowledgment, then click Install.
VISUAL REMOTE ASSISTANT SALESFORCE VERIFICATION
Enter the verification code from your email. VISUAL REMOTE ASSISTANT SALESFORCE PASSWORD
On the Salesforce login screen, enter the username and password for your org, then click Log In. In the incognito window, paste this link into the address bar. Open an incognito browser window in Chrome. Visual Remote Assistant isn't available in the Trailhead Playground. Don't try to follow these steps in your Trailhead Playground. Read along to learn how your administrator would take the steps in a production org. We assume you're a Visual Remote Assistant administrator with the proper permissions and licenses to install and use the managed package. For a business org, you may want to install new packages in a sandbox org first to test them but here we install directly into your Trailhead playground. Maria is ready to install the Visual Remote Assistant managed package. Sita worked with her Salesforce Account Executive to purchase the necessary licenses. Ursa Major uses Lightning Experience, too, so that’s ready. Ursa Major uses Field Service, so it’s already enabled, customized, and the permissions are set up. Service Cloud or Field Service licenses. She runs through the list of prerequisites. Ursa Major’s admin, Maria, makes sure that she has everything set up to use Visual Remote Assistant. Train agents and field service technicians to work with customers using Visual Remote Assistant. Install the Visual Remote Assistant managed package. List the prerequisites for using Visual Remote Assistant. After completing this unit, you’ll be able to:
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