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    Screen sharing for Salesforce Service Cloud

    Embed cobrowsing screens or buttons directly in Sales Cloud and Service Cloud. Enable agents to visually guide customers through complex processes without leaving Salesforce.

    UserView Salesforce integration showing cobrowsing embedded in Salesforce

    How to Use UserView with Salesforce

    It's simple to get started! Follow these three easy steps to begin screen sharing with your customers directly from Salesforce.

    1

    Open UserView Widget

    Access the UserView widget directly within your Salesforce Service Cloud

    Widget appears automatically in active Salesforce cases

    No need to leave your current workflow

    2

    Click 'See User's Screen'

    Simply click the button to initiate screen sharing with your customer

    One-click activation for instant screen access

    Customer receives a simple permission request

    3

    Cobrowse with Client

    Start guiding your customer through their screen in real-time

    Take control or provide guided assistance

    Use annotation tools to highlight important areas

    Why choose UserView for Salesforce?

    Instant Connection

    Launch a UserView cobrowse in one click from any Salesforce case to guide customers live.

    Full Control

    Take control of the customer's screen or provide guided assistance with annotations.

    Seamless Integration

    Works directly within Salesforce with no additional software or downloads required.

    Ready to get started?

    Connect UserView with Salesforce in just a few clicks and start providing better customer support today.

    Ready to Transform your Customer Support?

    Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.

    Customer support team with headsets working at computers
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