Overview:
The CoBrowse presentation link is not displayed when creating a CoBrowse Call event though necessary access to objects and fields are set.
Root Cause:
CoBrowse presentation and each CoBrowse presentation slide in Vault must be assigned with a product so that the CoBrowse content can be synchronized to CRM. The product should be same.
The user is able to make a CoBrowse Call with the CoBrowse presentation when the product is assigned to the user in My Setup.
If the CoBrowse presentation and CoBrowse presentation slides are assigned with different products and the user is only assigned with one product of those products, the presentation link is not displayed when making a CoBrowse call.
Solution:
Be sure the CoBrowse presentation and each CoBrowse presentation slide in Vault are assigned with the same product before synchronizing them to CRM.
Related Documentation:
N/A
Thank you