Cobrowsing for Salesforce
Salesforce cobrowsing, right from the case
Cobrowse with your customers in one click from any Salesforce case. Embedded in Service Cloud and Sales Cloud, so agents can walk customers through complex processes in their own browser.
No downloads for your customer, no switching tools for your agents.
Powering leading customer service teams across the globe
Where Salesforce cases slow down
Your case has the customer’s details. It doesn’t show you what’s on their screen.
Screenshots go back and forth
Agents ask for a screenshot, wait for the reply, then ask for another one. Every round trip keeps the case open longer.
Agents leave Salesforce to see the issue
Switching to a separate screen-sharing tool breaks the agent’s flow and splits the record of what happened across systems.
Complex processes are hard to talk through
Multi-step forms and setup flows are where customers get lost, and describing every click over the phone is slow for everyone.
How UserView Compares
A side-by-side on what actually matters: platform coverage, security, and uptime — not marketing claims, just what's public.
| Capability | UserView | cobrowse.io | Surfly | Fullview |
|---|---|---|---|---|
| Cross-platform support | ✓web, iOS, Android | ✓ | — | — |
| Instant, browser-based sessions | ✓ | ✓ | ✓ | ✓ |
| No downloads required | ✓ | ✓ | ✓ | ✓ |
| API integration | ✓ | ✓ | ~ | — |
| Automatic data masking | ✓ | ✓ | — | ✓ |
| Enterprise security | ✓SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA | ~ | — | ✓ |
| Automatically recorded sessions | ✓ | — | — | ✓ |
| Reliable service | ✓99.998% uptime | — | — | — |
| Transparent pricing | ✓ | ✓ | — | ✕ |
Close the case in one conversation
Book a demo and see how agents guide customers through complex processes live, straight from a Salesforce case.
Every demo includes an extended free trial.
How it works with Salesforce
Install UserView from Salesforce AppExchange, then start sessions straight from your cases.
Open UserView in Salesforce
Cobrowsing buttons and screens are embedded in Service Cloud and Sales Cloud, right on the case your agent is working.
Click to see the customer’s screen
One click sends the customer a simple permission request. Nothing to download, no link to copy.
Guide them to the fix, live
Scroll, click and annotate in their browser tab to walk them through each step, then close the case.
Enterprise-grade security. Built for customer trust.
UserView gives your support team full browser visibility without exposing sensitive customer data. Every session is encrypted, tightly controlled, and built to meet global compliance standards.
See what matters. Protect what doesn't.
End-to-end encryption
Securely encrypted to protect your customers sensitive information.
Configurable data masking
Decide which data stays hidden with flexible masking options for fields like payment details or account info.
Optional data storage
Session content is only stored if you explicitly enable screenshots or recordings.
Globally compliant
HIPAA Compliant, ISO 27001 Certified, SOC 2 Type II Certified, GDPR Compliant.
FAQs
What does the extended free trial include?
Book a demo and we extend your 14 day free trial to 30 days, so your team can properly test UserView before you decide. Your demo host will confirm what’s included when you book.
Do my agents need to leave Salesforce?
No. UserView embeds cobrowsing buttons and screens in Service Cloud and Sales Cloud, so agents launch a session from the case they’re already working. Install it from Salesforce AppExchange.
Does my customer need to download anything?
No. Your customer just accepts a permission request in their browser, and your agent sees their active tab straight away.
Can our agents see the customer’s whole screen?
No. Sessions are limited to the active browser tab — no full desktop access, no other open tabs, no background access to anything else on the customer's device.
Is this safe for sensitive customer data?
Yes. Sensitive fields — including payment and identity details — are masked automatically and that data never reaches our servers. UserView is SOC 2 Type II and GDPR compliant.
Does this work on mobile, not just desktop?
Yes — native iOS and Android SDKs with the same masking and session controls as the web version.
How long does setup take?
Minutes for the web integration. Mobile SDK integration depends on your release cycle, typically one sprint. Your demo host can walk you through the details.
“UserView lets us turn a 30-minute frustration into a 5-minute conversation.”
Close the case in one conversation
Book a demo and see how agents guide customers through complex processes live, straight from a Salesforce case.
Every demo includes an extended free trial.