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.

How to Use

• Login to CareAR Assist mobile or desktop app.
• Login to Salesforce
• Open a Case

• 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.