Salesforce Chat

Step 1: Create a Custom Field

Create a new custom Screen Share field in the ChatTranscript object with the type set to url. You can make it read-only and visible to the agent.

Step 2: Ensure Salesforce Chat and UserView are Installed on the Same Page

UserView will automatically detect Salesforce Chat. To verify if the Chat SDK is available, look for the embedded_svc object in the browser inspector.

Different Field Name?

UserView will automatically add the chat link to a field named Screen_Share__c. If your field name is different, you can change it in the UserView installation script.

// ... rest of installation script

Upscope('init', {
  "sfdcFieldId": "Co_Browse__c", // <- Field ID here
  // ... all other custom options
});