Acquire real-time visibility to prevent conflicts and ensure smoother data management while improving efficiency across teams.
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Install CoViewer now for a smoother, more efficient Salesforce experience. Download today or contact us for setup support.
CoViewer is a Salesforce app, i.e., a complete agent that end users can utilize to track and monitor record viewing on a real-time basis on key Salesforce objects. It is provided, be it custom or standard, to give instant visibility about who currently views a record for seamless collaboration and redundant updates.
Receive real-time sticky and popup alerts to improve workflow efficiency.
Enhance multi-department cooperation while maintaining data integrity across Salesforce.
Monitor record activities instantly, boosting task completion speed and accuracy.
With 200+ projects delivered for 180+ clients across 12+ industries, we’ve been trusted by businesses that value quality, innovation, and results. Work with a team that’s chosen by those who don’t settle for less.
Discover how these companies are transforming the way they work, with Melonleaf Consulting
Emily Parr | New York, USA
Senior Director, Class Action Capital
Melonleaf has been our trusted CRM partner for 5 years, delivering reliable, innovative solutions tailored to our business needs, supported by excellent communication and a results-driven approach.
Jeffrey Balk | Florida, USA
Owner and CEO, AllayPay, Inc.
Melonleaf has been a trusted partner in our growth journey. From AI to custom portals, their reliable team makes every project a success with their expertise, innovation, and great support.
CoViewer simplifies team collaboration and workflow in Salesforce. With real-time notifications, customizable dashboards, and activity monitoring, your team can gain instant visibility and control over every record.
Know when different users access the same record at once because CoViewer sends instant notifications to the teams for real-time collaborative work free of data overwrite.
With the settings page, it's an easy way to determine which object record to subject to CoViewer. Customize it to meet your organizational workflow without any complexity.
Keep security and control over CoViewer's functions by providing access settings for users. Given a streamlined way of working, permissions are assigned only to relevant team members.
CoViewer works seamlessly with Salesforce Professional, Enterprise, and Unlimited Editions. Hence, this is applicable to other business needs.
Experience the efficiency of CoViewer's advanced solutions for enhanced accuracy.
CoViewer makes your Salesforce journey even easier. Be it sales tracking, customer support, or cross-team collaboration—in every scenario, this tool makes your team faster, smarter, and data-driven. Every use case offers instant insights and better decision-making.
Sales reps sharing accounts may end up reaching their prospects several times or modifying records simultaneously because of a lack of visibility. CoViewer eliminates conflicts between sales employees and representatives by presenting who currently interacts with leads and opportunities.
CoViewer allows customer services agents to immediately detect other team members accessing the same case or ticket, thus eliminating redundant responses while speeding up the ticket resolution process efficiently and effectively. It improves both service quality standards and provides quicker time responses.
The account details require simultaneous access from sales and customer support alongside finance and across departments within organizations. CoViewer provides real-time system updates through notifications to ensure team members receive current account data when one team member makes an update.
Just as healthcare and finance sectors, which need stringent data compliance, benefit from CoViewer because it shows instant record activity, thus stopping accidental data overwrites. The data accuracy coupled with lower compliance risks becomes possible because of this system.
Remotely distributed teams require clearer observations of their current operations. CoViewer functions as an essential connection that lets users observe live record interactions, which promotes teamwork efficiency by eliminating extra meetings and chats.
Get in touch to discover tailored strategies that move your business forward.
CoViewer is quick to set up in Salesforce. With easy installation, you can quickly leverage the tool to increase your team's productivity and efficiency.
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CoViewer makes your team more focused and efficient. Smart alerts, instant activity tracking, and collaboration tools make every task quick and easy to complete.
Multiple users should avoid working simultaneously on the same record. With CoViewer users receive real-time system visibility which prevents work duplication and enables them to concentrate on tasks that truly matter.
Users can easily observe live record activity because the interface design keeps everything clean and easy to navigate. The ability to customize notification settings creates a productive workflow which intrudes minimally.
Team members gain effective task prioritization through current user activity on record work. Organizational efficiency will enhance through improved workload distribution which results in better operational outcomes.
The system prevents wrong entries from appearing in data due to multiple users needing to comply with the same record. CoViewer provides instant warnings about simultaneous record access to ensure data reliability by stopping data corruption.
The workplace becomes both more connected and transparent when users can observe real-time user activity throughout the system. Instinctive group work in Salesforce becomes effortless thanks to CoViewer.
The functionality of live record tracking gives teams better insights into current operations across departments and within organizations. That results in enabling timely decisions making that drive efficient processes and work operations flows.
See how our IT and Salesforce services have driven businesses to better results and success. Read our testimonials to learn our story.
CEO, Left Coast Leaders
Melonleaf Consulting perfectly executed the created designs, which met our needs. Their high level of responsiveness and understanding established a seamless workflow and delivered accurate results. Moreover, the team’s expertise improved our company’s business beyond expectations.
CEO, Centrally Human
Melonleaf Consulting helped increase order volume and improved the subscription model and user flow. The team’s flexibility reflected a quick turnaround. They showed proven custom development skills throughout, resonating with the client’s mission and vision.
Founder & CEO, 11th St. Capital
Melonleaf Consulting’s efforts have considerably enhanced the business workflow and time management, avoiding tedious manual tasks. We greatly appreciates the team’s responsiveness, confidence, and willingness to find workarounds to any challenge, delivering satisfactory results.
Business Director, MenMD
With the help of Melonleaf Consulting, our portal was more convenient and efficient for physicians to access and send prescriptions. The team provided accessible communication and held regular meetings for project deadlines. Above all, they satisfied and met the expectations.
Salesforce Business Analyst, Arrow Electronics
Thanks to Melonleaf Consulting’s work, we had a successful rollout with no post-production launch adjustments required. The team communicated constantly and provided proper and well-explained documentation. Their ability to ramp up available production hours as necessary was very impressive.
Head of Growth, Peak Performances
Melonleaf Consulting’s Salesforce solution has resulted in a streamlined workflow process and more efficient tracking of organizational goals and KPIs. Supportive and communicative, the team conducts daily meetings to finalize details. They provide significant results on time and within the budget.
CoViewer is a real-time collaboration tool for Salesforce that shows who else is viewing the same record. It instantly notifies multiple users accessing a record, thereby eliminating the chances of duplicated efforts as well as ensuring smooth teamwork.
No, CoViewer is integrated into Salesforce and does not depend on any external tools or an extra setup. CoViewer installs from the Salesforce AppExchange directly to use.
Yes, CoViewer provides different options for notifications, including sticky notifications or pop-up notifications, so that the teams can be alerted in a manner best suited to their workflow.
Yes, CoViewer has a free version with important core functionalities. Further customizations or enterprise enhancements needed may be provided by consulting or development support.
For support and customization or if you have some extra integrations you want, contact our team of experts. We assume all onboarding, enhancements, and technical support for you to enjoy your time with CoViewer.
Lalit Arora
Co-founder At Melonleaf
Gurnoor Kaur
Project Manager At Melonleaf
Lalit Arora
Aniket Gupta
Shikhar Sharma
Director of Growth
Get in touch with our certified consultants and experts to explore innovative solutions and services. We’ve empowered companies across various domains to transform their business capabilities and achieve their strategic goals.
