Visual remote assistant salesforce7/24/2023 Approve the request to grant access to third-party websites.Select Install for Admins Only, select the acknowledgment, then click Install.Enter the verification code from your email.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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