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Set Up Virtual Appointments With AWS Chime
After you configure Salesforce Scheduler for Education Cloud, set up virtual appointments with Amazon Web Services (AWS) Chime SDK to add audio and video capabilities to the learners' portal.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Make sure that your Salesforce Scheduler setup includes user permissions and appointment data configuration. See Set Up Salesforce Scheduler for Education Cloud and Set Up Appointment Data Manually.
When staff members join an AWS Chime call, they have the moderator role, which gives them more control over the meeting than learners who join as regular attendees. For example, moderators can mute all participants, or end the meeting for everyone.
As a best practice, meeting hosts should always verbally inform attendees at the start of the meeting or in advance of the meeting if they are going to record it. We recommend that meeting attendees be informed how the video will be recorded, used, and shared.
Meeting hosts should also offer attendees options to participate without having their image or voice recorded, such as allowing them to attend with no video or audio, and the option to pose questions only in the text chat window. There are numerous reasons a meeting participant may choose to have their video or audio off, including but not limited to: fatigue from constant video engagement, concerns about personal appearance, competing obligations to care for family members, desire for privacy about their physical location or with whom they live, weak or lack of internet connection, and more. All of these may disproportionately affect historically marginalized or underrepresented communities.
- Check Virtual Call Licenses and Permissions for Education Cloud
To configure virtual calls for self-service, admins require specific licenses and permissions. - Amazon Account Requirements for Virtual Calls
Understand the requirements for using your Amazon Account for Virtual Calls. - Enable Virtual Calls
Before you enable Virtual Calls, confirm that you configured Salesforce Scheduler. - Connect Amazon to Salesforce
To use Virtual Calls in Education Cloud, create a connected app to connect Amazon to Salesforce. - Set Up Video Call Service for Virtual Calls
To use the Virtual Calls feature, deploy AWS Services via the AWS Console or AWS Command Line Interface. - Create Named Credentials for Virtual Calls
Create a named credential to enter the URL of an AWS Chime callout endpoint and its required authentication parameters. Then, enter the named credential as a callout endpoint to let Salesforce handle all authentication to AWS Chime. - Create a Page for Virtual Calls on Your Experience Site
Virtual Calls requires a separate page on your Experience site to add a component for it. - Configure Virtual Calls
After you set up your AWS account and connection to Salesforce, configure video appointments. - Add the Video Call Component to Your App Utility Bar
Make it easy for your users to join a virtual call by adding the video call component to the Salesforce utility bar.

