Using VSight for Salesforce to Schedule Live Remote Sessions

Overview

If you use Salesforce as your CRM, you can now schedule live VSight Remote sessions directly from any Salesforce Cases — without switching tabs or using extra tools.

This integration streamlines your support process, helping you connect with customers and experts faster.

Key Features

  • One-click session creation from the case view

  • Supports both customer & expert email addresses

  • VSight meeting link is automatically logged to the ticket as a note

  • Customer and expert both receive email notifications, just like when using our “Schedule Meeting” feature

How to Activate the Integration

  1. Install the VSight for Salesforce app.

  2. Add the VSight Session Creator to your Salesforce Case record view.

How to Schedule a VSight Session in Salesforce

  1. Open the case where you want to schedule the session.

  2. Locate the VSight Session Creator.

  3. Enter the Expert Email.

  4. Adjust the Session Title and Start Time if needed.

  5. Click Create VSight Session.

    Screenshot 2025-10-13 at 15.53

The session link will be:

  • Added to the ticket as a note

  • Sent to both the customer and expert via email

Benefits

  • Save time by avoiding tool switching

  • Keep all records in one place for better tracking

  • Improve customer experience with faster response and easier connection to experts