Start Remote Session actions from account lists and account records
Key Takeaway
A Start Remote Session Quick Action with "Location" set to "Search" puts the action on the account list, not on account records. To show the action on an account record, add it to the Person Account HCP Layout, because record pages don't load Quick Actions.
Start Remote Session is an action in Life Sciences Cloud for Customer Engagement that lets users launch a remote visit with an account. A remote visit is a visit held by video call. You can expose the action in two places: the account list and the account record. Each place uses a different configuration tool, because search areas and record pages load actions in different ways.
Two entry points for Start Remote Session
Users can reach Start Remote Session from two entry points: the account list and the account record.
| What users can do | How you configure it | |
|---|---|---|
| Account list | Start remote sessions from search | Quick Action in the Admin Console, with Location set to Search |
| Account record | Start ad hoc remote sessions directly from the account | Person Account HCP Layout in Object Manager |
For a scenario question, match the tool to the location the requirement names.