User profiles that require access to the custom pages will need to have their default Case Page Layout assigned to the new custom page layout.

1. From the Salesforce home page, click on your account name in the top right navigation. Select Setup.
2. Click App Setup > Customize > Page Layouts.
3. Locate the Case Page Layouts section at the top of the page, and click Page Layout Assignment.

   

4. Click Edit Assignment.
5. From the Profiles column, select the user profile(s) for which you want to modify the page layout. In the example below, "Customer Portal Manager Standard" is selected.
6. Select GoToAssist RS Case Layout from the Page Layout To Use drop-down menu.
7. Click Save.

   

By default, the custom objects in the GoToAssist Remote Support Integration for Salesforce are only visible to the system administrator profile in Salesforce. Administrators can provide access to any user profile(s) that intend to run the application.

Standard user profiles have hard-set permissions that cannot be edited to grant additional Create/Read/Edit/Delete access to custom objects of the integration. For this reason, it is recommended that the administrator create a new user profile by cloning an existing one as follows:

1. From the Salesforce home page, click on your account name in the top right navigation. Select Setup.
2. Navigate to Administration Setup > Manage Users > Profiles.
3. Select an existing user profile name.
4. Click Clone.

   

5. Create a new Profile Name.
6. Click Save.
7. In the Profile Detail section in the top navigation, click Edit.

   

8. Locate the Custom Object Permissions section.
9. Check all boxes in the row for GoToAssist RS Sessions (i.e.,"Read,", "Create,""Edit,""Delete,""View All,""Modify All").

   

10. Click Save.
11. Locate the Enabled Apex Class Access section and confirm that g2ars.RESTCallbackController is listed.
12. If it is not listed, click Edit.
13. Select g2ars.RESTCallbackController from the Available Apex Classes column, then click the Add arrow to add it to the Enabled Apex Classes column.
14. Click Save.
15. Locate the Enabled Visualforce Page Access section and confirm that g2ars.RESTCallbackController is listed.
16. If it is not listed, click Edit.
17. Select g2ars.RESTCallbackController from the Available Visualforce Pages column, then click the Add arrow to add it to the Enabled Visualforce Pages column.
18. Click Save.
19. You can now use the GoToAssist Remote Support Integration for Salesforce!