CareAR Salesforce Integration : How to Use

Prerequisites:

Before using the Salesforce CareAR Assist Integration, you will need the following:

CareAR Salesforce App installed on your Salesforce Org. See CareAR Installation for Salesforce – CareAR
A CareAR user account.
A Salesforce user account with permissions to view and edit cases.

With the CareAR Salesforce Integration installed, users will have access to a CareAR Button within the Case Record. Clicking on the CareAR button will bring you to a CareAR Launch page, there you can select to Join with App.

Any mobile number or email address of the associated contact will be displayed in the CareAR app. Select Send Invitation to send an invitation and start a CareAR Assist Session.

Any snapshots taken during your CareAR Assist session will be added to the Case as attachments.

Session details for your CareAR Assist Session will be Saved to the CareAR Session Details field.

Log into Salesforce
Open a Case
Find the CareAR Experiences field under Details. Select the Edit, Pencil Icon, next to the input field. Search and Select the CareAR Experience you would like to Assign to the ticket.
Select Send Experience
An email dialog box will appear with the Assigned Experiences details (link and QR Code) prepopulated. Add a subject and edit the email to your liking. Click Send to send the experience details to the configured contact.