Task 3: Configure a Technician User

This section configures a user to have access to the LogMeIn Rescue application.

Task 3.1: Add Permission Sets to a User

You can learn from this article how to add permission sets to a user.

Note: The information below pertains to Salesforce Lightning Experience users

Navigate to Setup > Users > Permission Sets.
Select the appropriate Permission Set for LogMeIn Rescue from the two available options:
- Rescue Admin Permission Set: Provides the functionality needed for a Rescue admin. Access to see and modify the Rescue Settings object.
- Rescue Integration Permissions: Provides the functionality needed for any Rescue user. PIN generation and access to Case, Rescue Log and Rescue Session objects.
Assign the Permission Set to a User or list of Users.
Select Save.

Configure your Email Template

Navigate to Setup > Email > Classic Email Templates.
Select Edit next to Rescue PIN email.
You can now modify the default email template for sending the PIN and link to the customer. You can also edit the email body as per your preferences:

Important: The annotations {!PIN} and {!PINLINK} are needed to display the PIN and link in the email. If you delete them, they will not be sent.

Task 3.2: Import data

If you had an older version of the package, you should have your Rescue Session and Rescue Logs data backed up. Now, you can import it again.

Pre-steps: Verify date/time format

Before you begin: Before inserting the data, ensure that the date/time format in your CSV file is correct. It should match Salesforce’s required structure (e.g., YYYY-MM-DDTHH:MM:SSZ or YYYY-MM-DDTHH:MM:SS-08:00 for PST).

Verify that all date/time values are properly formatted before proceeding.

Open your CSV file in Excel or Google Sheets.
Go through each column in your CSV file one by one and select the columns that contain date/time values in the format YYYY-MM-dd HH:MM:ss.

Important: The columns for the fields Closing Time (rescuebygoto__ClosingTime__c) and Pickup Time (rescuebygoto__PickupTime__c) in the Rescue Log object do not require any changes to the current date/time format.
Once you have selected the data in the column (e.g. Created Date), select Format in the menu, then select Number and choose Custom date and time.

Note: In Excel, this is under More Number Formats, and in Google Sheets, it is Custom date and time.
Once the Custom Date and Time modal opens, add the T after the day (e.g. YYYY-MM-DDT), and Z after the seconds (e.g. HH:MM:SSZ). If you are working with PST, make sure the format is YYYY-MM-DDTHH:MM:SS-08:00. For other time zones, use the format YYYY-MM-DDTHH:MM:SS±hh:mm, where ±hh:mm is the UTC offset specific to the time zone (e.g., -05:00 for EST, +01:00 for CET). Example: YYYY-MM-DD becomes YYYY-MM-DDT and hh:mm:ss becomes hh:mm:ssZ-08:00

Important: Ensure there are no blank spaces in the format.
Once you have applied the date/time format to the first column, go to the next column that contains date/time values.
Select the new column with date/time values.
Select Format in the menu, then choose Number.

Result: You will see the Custom Format you applied earlier listed above the Duration option.
Select the custom format to automatically apply the same date/time format to this column. This saves time, as you do not need to manually re-enter the format.
Repeat this process for each additional column containing date/time values, ensuring all required columns are formatted correctly.

Create a new Custom Permission Set

Before you begin: To enable file import functionality for users (System Administrators) and include the Created Date and Last Modified By fields, a new custom permission set must be created.

Go to Setup (gear icon).
In the Quick Find box, type Permission Sets and select it.
Select New to create a new permission set.
Enter a Label and API Name.
1. Label: Set Audit Fields upon Record Creation.
2. API Name: (auto-populated).
3. License: –None–
Select Save to create the permission set.
Under the System section, select System Permissions.
Select Edit, then select the Set Audit Fields upon Record Creation checkbox.

Note: To quickly find this permission, press Command + F (on Mac) or Ctrl + F (on Windows) and search for Set Audit Fields upon Record Creation.
Select Save to apply the changes.
To assign users, select Manage Assignments.
Select the user with System Administrator permissions who will insert records via Data Loader, and select Next.
Select the expiration option for the assigned users. Leave it as the default option (No expiration date) .
Select Assign.

Import your data

Open your browser and navigate to the DataLoader website.
Select Login with Salesforce.
1. Sign in using your Salesforce credentials.
2. Select the appropriate environment (Production or Sandbox).
Once signed in, grant Data Loader access to your Salesforce account by selecting Allow when prompted.
To create a new task, select New Task in the top-left corner, then select Import from the drop-down menu.
Search for the object you want to insert, such as Rescue Log (rescuebygoto__Rescue_Log__c), then select Next.
Upload your CSV file:
1. Select the Upload CSV button.
2. Select your file (rescuebygoto__Rescue_Log__c.csv).
3. Select Next.
Important: Data Loader supports loading up to 150 million records, with a maximum file size of 150 MB.

Important: Please verify that all fields with the rescuebygoto__ prefix (e.g., rescuebygoto__created_date) are mapped correctly to the appropriate Salesforce fields. Also, ensure that the CreatedDate, CreatedByID and LastModifiedByID fields are mapped as well.

Result: Once the CSV file is uploaded, Salesforce will automatically map most of the fields.
Check whether the mapping is correct. If you go to the Unmapped tab and you do not find fields with the rescuebygoto__ prefix, and the CreatedDate, CreatedByID and LastModifiedByID fields are mapped, then the mapping is correct.
Select Next to proceed with the import.
Make sure the API mode is selected to Use Batch API with 200 records per request.
Select Save & Run to start the import.
Repeat the same steps for the rescuebygoto__Rescue_Session__c.csv file.
Go to New Task, select Import.
Search for the object you want to insert, such as Rescue Session (rescuebygoto__Rescue_Session__c), then select Next.
Select the rescuebygoto__Rescue_Session__c.csv file for import.
Follow the same process as before (go to step 6).