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Salesforce Field Service Visual Remote Assistant (VRA): SMS/Email Session Pop-Up Fails to Open and "Send an Invitation" Button Stays in Loading State — API Enabled Permission Required

Date de publication: May 17, 2026
Description

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:

  • After the customer opens the meeting link from the Field Service invite, the VRA pop-up fails to open in Salesforce.
  • The "Send an invitation" button remains in a loading state and does not complete the action.
  • On the customer side, they see a persistent "Connect with Agent" screen with no connection established.

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.

Résolution

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):

  1. Enter Manage Users from setup and click on Profiles.
  2. Click Edit on the specific profile you would like to update.
  3. Enter System Permissions and click on Edit.
  4. Check the API Enabled box.
  5. Click Save.

Enable API access in Salesforce by permission set

  1. Enter Permission Sets from Setup.
  2. Create a new Permission Set. 
  3. Go to System and click on System Permissions. 
  4. Click Edit. 
  5. Check the API Enabled box. 
  6. Click Save. 
  7. Assign this permission set to the user.
Numéro d’article de la base de connaissances

001235879

 
Chargement
Salesforce Help | Article