Salesforce Visual Remote Assistant for Field Service Images and Videos Not Saved to the Record

In the Salesforce "Visual Remote Assistant" tool, when a session ends, a pop-up notification prompts the agent or user to click on the OK button in order to generate a session summary. This summary typically includes a recap of the visual content accessed or created during the session, and it serves as a record or documentation of the session for future reference.

If the agent or user does not click on the OK button in the pop-up notification, the session summary may not be generated, and they may not be able to access or view the recording of the session.



It's essential for agents or users of the "Visual Remote Assistant" to be mindful of this pop-up notification and click on the OK button if they wish to generate a session summary and retain a record of the visual content accessed or created during the session. Failure to do so may result in the session summary not being generated, and the recorded content may not be available for future review or documentation.