Engagement Execution28% of the exam
Twilio remote engagement setup and sessions
How to enable and configure Twilio remote engagement in Agentforce Life Sciences: permissions, channel and invitation handlers, Twilio credentials, the Experience Cloud join page, Twilio Settings, invitation templates, dial-in and terms, and what reps can do during a live session.
Given a scenario, configure remote management capabilities.
~8 min read · 21 practice questions
What the exam expects
- Enable remote engagement: org permission, remote Visit channel, user permissions and invitation trigger handlers.
- Finish Twilio setup: credential parameters, the Aura join site and its guest permission sets, terms and dial-in numbers.
- Choose Twilio Settings options for links, invitations, attendees, recording, signatures and consent.
- Set up invitation templates per action type and territory.
- Predict what a rep can do in a live session, including signature locking.
- Compare Twilio with Microsoft Teams, a limited pilot at Spring '26.
Key terms:
- Remote engagement: HCP visits held as video calls from Life Sciences Customer Engagement.
- Twilio Settings: the Admin Console page (Remote Engagement, Twilio Settings) for video call settings.
- HCP Remote Platform Conference: the Experience Cloud component HCPs join through in a browser.
- Ad hoc remote session: a spontaneous session started from an account record, not a planned visit.
Key facts
Invitation handlers
- Detail
- RemoteSessionInvitationPVHandler, RemoteSessionInvitationVisitHandler
Ad hoc sessions
- Detail
- Mobile app and Twilio only
S3 parameters
- Detail
- Only for external S3 composition storage
Join site
- Detail
- Aura sites only
Dial-in number
- Detail
- Exactly as in Twilio, with country code, then Activate
Past visit
- Detail
- One minute after scheduled end, at processing time
Attendee settings
- Detail
- Org or guest user profile only
Templates
- Detail
- Create, Update, Cancel per territory
Signed products
- Detail
- Locked; no second product request
Disclaimers
- Detail
- Must be shared to territories
Sources for this section (8)
- Org Readyhelp.salesforce.com (opens in a new tab)
- Credentialshelp.salesforce.com (opens in a new tab)
- Join Sitehelp.salesforce.com (opens in a new tab)
- Dial-Inhelp.salesforce.com (opens in a new tab)
- Settingshelp.salesforce.com (opens in a new tab)
- Invitationshelp.salesforce.com (opens in a new tab)
- Conducthelp.salesforce.com (opens in a new tab)
- Signatureshelp.salesforce.com (opens in a new tab)
- When would a reviewer need the Enable Refresh Recording Link Action?
- When must the join site exist relative to the video call terms and conditions?
- Which component plays video call recordings on the join site?
- Why would an admin select Use unsupported browsers in Twilio Settings?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Agentforce Life Sciences Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (21 questions for this lesson)
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