Virtual Calls Self Service

Make Virtual Calls even more convenient for customers by creating an Experience site with self-scheduling. Provide an intuitive video platform, automated appointment notifications, and easy access links for authenticated and guest users.

Virtual Calls Self-Service brings Salesforce Scheduler and Video Visits features together with the power of OmniStudio and Digital Experiences to create an interactive interface for customers.

• Verify Virtual Calls Self-Service Licenses and Permissions for Admins
  Virtual Calls Self-Service requires that admins are assigned OmniStudio and Community or Community Plus licenses.
• Get Your Org Ready for Virtual Calls Self-Service
  Virtual Calls Self-Service uses OmniStudio, Salesforce Scheduler, and Virtual Calls. Verify that all of these features are enabled and configured.
• Connect Appointment Reasons to Engagement Channel Types
  Create engagement channels, such as in-person, video, and phone, that service resources can add to their shifts and work types. For self-service video appointment scheduling it’s necessary to create Engagement Channel Type records in addition to adding video to the Service Appointment default appointment.
• Set Up an Experience Site for Self-Service Virtual Calls
  Create an Experience Cloud site with self-service appointment and video visit capabilities so that your customers can self-schedule their video appointments.
• Give Video Self-Service Users Access to Your Experience Cloud Site
  Give Virtual Calls self-service users the necessary profile, permission sets, and object access to schedule video appointments themselves.