Set Up Layout Pages - GoToAssist Remote Support

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Set Up Layout Pages

Once you have installed the GoToAssist Remote Support for Salesforce Integration, you need to customize the layout pages. To make these tasks easily accessible for users, the administrator can add the appropriate buttons and tabs.

Topics in this article:

Add the "Start GoToAssist RS" button

Add the GoToAssist RS Sessions Related List

Add the "Start GoToAssist RS" button

  1. From the Salesforce home page, click your account name in the top-right navigation. Select Setup.
  2. Click App SetupCustomize > Cases > Page Layouts.
  3. Select the Case Page Layout you want to modify. If you do not have any existing custom layout pages, click Customize fields on the cases page.
  4. Click Edit.
  5. Locate the Case Layout section at the top of the Edit Layout page, and select Buttons on the left column.
  6. Click and drag the Start GoToAssist RS button to the Custom Buttons box in the Case Detail section.
  7. Click Save.
  8. Then continue on to Add the GoToAssist RS Sessions Related List!

Add the GoToAssist RS Sessions Related List

  1. From the Salesforce home page, click your account name in the top-right navigation. Select Setup.
  2. Click App SetupCustomize > Cases > Page Layouts.
  3. Select the Case Page Layout you want to modify. If you do not have any existing custom layout pages, click Customize fields on the cases page.
  4. Click Edit.
  5. Locate the Case Layout section at the top of the Edit Layout page, and select Related Lists on the left column.

  1. To add additional columns to display quick reference Session information, click the Related List Properties icon .
  2. Select the fields you would like to display in the Related List, and add them to the Selected Fields column. You can customize the order in which you'd like them to appear.
  3. Click OK.

  1. Scroll back to the Case Layout section at the top of the Edit Layout page, and click Save.
  2. Then continue on to Set Up and Configure a Force.com Site!