Assign Case Page Layout
IMPORTANT! You must purchase this integration separately from both your Bomgar software and your Salesforce solution. For more information, contact Bomgar sales.
In this step, we will be applying the Bomgar Case Page Layout to be used by selected profiles.
- Go to Setup > App Setup > Customize > Cases > Page Layouts.
- Select Page Layout Assignment.
- Click Edit Assignment.
- Select the profiles to which you want to assign the Bomgar Case Layout, and then click Save.
- Your assignments will be something similar to those below.
- To validate that the correct page layout is assigned, go to the Cases tab and open a current Case.
- You will now see buttons for Generate Session Key and Display Record ID. There will also be a section called Case Bomgar Sessions.