Visual Remote Assistant: Information Required to Request Customization of Session Invitation Emails and SMS

Customizing the text of Visual Remote Assistant (VRA) session invitation emails and SMS messages cannot be performed from the organization settings. Please prepare the following information and log a case with Salesforce Support to request the customization.

Information to Provide to Support

1. Organization ID (Org ID) where you want to customize the VRA invitation message
   • If changes are required in multiple organizations, please submit a separate case for each organization.
2. Subject line when using email
3. Invitation body when using email
   • You must include the invitation URL in the email. Please indicate the placement of the invitation URL using the format {{url}}.
4. Invitation body when using SMS (Max 109 characters without the invitation link,Max 160 characters including the invitation link)
   • Similar to email, please indicate the placement of the invitation URL using the format {{url}}.

Additional Information

• If you wish to include the Case Number in the invitation text, please use the format {{CaseNumber}}.