In Salesforce Field Service, the Visual Remote Assistant (VRA) feature allows support agents to start a live video or photo-sharing session with a customer via SMS or email invitation. VRA is a Salesforce Field Service capability that enables remote visual collaboration without requiring the customer to install an app.
During SMS and email VRA sessions, the following symptoms may occur:
VRA uses the Salesforce API (Application Programming Interface — the mechanism that allows Salesforce to create and update records programmatically) to create internal Salesforce objects and new records, such as session invite records. Users who do not have the API Enabled permission in their profile or permission set cannot perform these operations, causing the session creation to fail silently.
Important: The API Enabled permission can only be added to custom profiles. If the organization uses only standard profiles, API access must be granted through a permission set or by cloning the standard profile and adding the permission to the cloned version.
The current implementation of the Visual Remote Assistant (VRA) necessitates the configuration of the "API Enabled" permissions for VRA users.
Enable API access using profiles (Only for custom profiles):
Enable API access in Salesforce by permission set
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