Task 2: Set up Your Initial Configuration
Complete all sub-tasks in this section to set up all dependencies for connecting your Rescue account to your Salesforce account.
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.
Task 2.2: Configure Connected App
To push session data back into Salesforce, you must set up the connected app feature and the LogMeIn Rescue Post-to-URL feature.
Follow this procedure to configure the connected app:
Task 2.3: Configure LogMeIn Rescue
This enables Rescue session data to be stored in Salesforce at session end.
Task 2.4: Add the Rescue PIN and Rescue Lens PIN buttons, and rescue Logs related list to the Case Layout
On Case Pages, technicians will use the Rescue and Rescue Lens PIN buttons to generate Rescue and Rescue Lens PIN codes via Salesforce.
- Go to Setup.
- In the Quick Find box, go to .
- Select Edit on the applicable Page Layout.
- Find the Rescue PIN and Rescue Lens PIN in the Buttons section.
- Drag them into the Custom Buttons section.
- Find Rescue Logs under Related lists.
- Drag it into the Related Lists section.
- 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 (
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Task 2.5: Add the Rescue PIN component to the Lightning Page
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.
Task 2.6: Add the Rescue Logs Related List to the Lightning Page
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.
Results: The Rescue Logs-related lists will be visible in the Related section. Optionally, you can add the Rescue Logs-related list as a single list, using the Related List - Single component.