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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.

  1. In Salesforce, navigate to the LogMeIn Rescue App by selecting the 9-dot icon in the top-left corner.
  2. Select the Rescue Settings tab.
  3. Enter your LogMeIn Rescue email address and LogMeIn Rescue password.
  4. Select 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 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)
    • 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)
    • 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 LogMeIn 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 OwnerId
    • Disable PinType
    • Disable cField0
    • Disable cField1
    • Disable cField2
    • Disable cField3
    • Disable cField4
    • Disable cField5
  9. Select 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.

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.

Before you begin:
Important: You must be a Salesforce administrator to complete these instructions.

Follow this procedure to configure the connected app:

  1. In Salesforce, select Setup at the top of the page.
  2. In the Quick Find box, go to Connected Apps > Manage Connected Apps.
  3. Select Edit in Rescue Integration.
  4. Change the IP Relaxation option to Relax IP Restrictions.
  5. From the Run As input, select a user with a System Admin profile or another user with total access to the package metadata.
    Note: If no user has permission to package metadata, please check the Permission Set section.

Task 2.3: Configure LogMeIn Rescue

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

  1. In Salesforce, in the left navigation menu, select the gear icon.
  2. Navigate to Set Up, and search My Domain.
  3. Under My Current Domain URL, retrieve/copy your unique URL.
  4. Log in to the LogMeIn Rescue website as an administrator for your Rescue account.
  5. Open the Administration Center and select the Technician Group you want to configure.
  6. Select the Settings tab.
  7. Scroll down to the Exporting session data section, and enter the full URL into the Post-session details to URL when session is started by technician field.

    Example:

    https://secure.logmeinrescue.com/integration/api/salesforce?initial=true&instanceUrl=https://[INSTANCE]

  8. Enter the full URL also into the Post-session details to URL when session is ended by technician field.

    Example:

    https://secure.logmeinrescue.com/integration/api/salesforce?instanceUrl=https://[INSTANCE]

  9. Scroll down and click Save.

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.

Before you begin: The information below pertains to Salesforce Classic users.
  1. Go to Setup.
  2. In the Quick Find box, go to Build > Customize > Case > Page Layouts.
  3. Select Edit on the applicable Page Layout.
  4. Find the Rescue PIN and Rescue Lens PIN in the Buttons section.
  5. Drag them into the Custom Buttons section.
  6. Find Rescue Logs under Related lists.
  7. Drag it into the Related Lists section.
  8. 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 ()

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.

Note: The information below pertains to Salesforce Lightning Experience users
  1. Go to Setup > Object Manager > Case > Lightning Record Pages.
  2. Select the appropriate Record Page label.
  3. Select the Rescue PIN Custom Component and drag it to the desired area of the page.
  4. On the right panel, select the buttons you want to display to the technicians. The default value is Both.
  5. Select Save.

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.

Note: The information below pertains to Salesforce Lightning Experience users
  1. Go to Setup > Object Manager > Case > Case Page Layouts.
  2. Select the applicable Case Page Layout (Case Layout).
  3. From the Related Lists section, drag Rescue Log and drop it on Related Lists Solutions.
  4. Select 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. Go to Setup > Object Manager > Case > Lightning Record Pages.
  7. Select the applicable Record Page label and select Edit.

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.

Parent article: About the LogMeIn Rescue Salesforce Integration
Previous article: Task 1: Install the Rescue by GoTo Integration Package
Next article: Task 3: Configure a Technician User
Article last updated: 5 March, 2025

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