To Avoid Redundant Work and Conflict
The same records are frequently used by Salesforce users, with the duplication of updates, conflicting editing, or the wastage of efforts. It was required to have a solution that would give live visibility to who is accessing a record and when.
To Support Multi-teamwork
The activities of sales, service, support, operations, and compliance teams need a common understanding of what is going on so that there is consistency, and the work processes can be sped up without communication problems.
To Maintain Data Integrity
When the interaction is high (case resolution, sales negotiations, or account updates), a concurrent knowledge of activity aids in maintaining the accuracy of data and minimizing the overwrite error.
The records in Salesforce were often redundantly edited due to the fact that users were not aware of the fact that they were not the only ones working on a record.
The teams would end up in duplication of effort due to lack of visibility on the activities taking place simultaneously, and this would result in delays and confusion.
Users require preemptive messages when other users are on a record so that they can avoid conflict.
The accuracy of the data is lost, and the probability of mistakes is high when records are updated by several teams at the same time.
Live Viewing Notifications Integration
An alert system was set up so that as soon as more than one user accessed an identical record, a notification would occur (pop-ups or sticky notifications) to enhance the coordination of the team.
Conditional Enablement Configuration
Provision of custom settings was done, enabling administrators to select the Salesforce objects on which they wished CoViewer real-time monitoring to be turned on.
User Access Control
Permission controls and settings were set to make sure that only the authorized users see the alert on the viewing and have the ability to set rules on monitoring.
Developed Light UI and Non-Intrusive Design
A non-disruptive interface was implemented that is efficient and does not impact Salesforce performance, and alerts are not disruptive.
CoViewer is a Salesforce AppExchange application that helps to have a real-time picture of record access, when others are viewing the same record, and enhances cross-team efficiency and data integrity.
CoViewer was created to ensure that Salesforce collaboration is anywhere you need it—to provide real-time record activity insights to teams that enhance productivity, avoid duplication, and assure data integrity through departments.
With its ability to give real-time feedback on activities in records, CoViewer removes the communication void that can be present between members of large groups. It removes any distraction to workflows and is therefore a great tool that Salesforce organizations need to streamline their operations, reduce mistakes, and improve better operation alignment.
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