Real-time Notifications
Get real-time notifications (Sticky, Popup) and improve task workflow alongside enhanced team performance by integrating CoViewer into their existing system. It facilitates instant record activity monitoring capabilities.
Know Who’s Viewing Your Salesforce Records
CoViewer: Real-Time Salesforce Records View
Acquire real-time visibility to prevent conflicts and ensure smoother data management while improving efficiency across teams.
IT'S FREE
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CoViewer: Concurrent Live User View
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.
Unified Teams Across Departments
It fits perfectly within Salesforce to enhance Sales, and Service, and support multi-user cooperation that assists teams in preserving data integrity and collectively leverage Salesforce resources for better working.
Solution Just Made For You
Key Features of CoViewer
Real-time Record Viewing Alerts
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.
Flexible Configuration Options
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.
User Access Control
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.
Compatibility with Salesforce Editions
CoViewer works seamlessly with Salesforce Professional, Enterprise, and Unlimited Editions. Hence, this is applicable to other business needs.
Contact us for installing CoViewer for Partner Portal
Diverse CoViewer’s Use Cases
Wide Ranging Real World Applications
Sales: Lead and Deal Overlap
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.
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.
Customer Support: Faster Case Resolution
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.
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.
Cross Departments: Record View Visibility
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.
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.
Operations & Compliance: Ensuring Data Accuracy
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.
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.
Remote & Hybrid Work: Better Team Synchronization
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.
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.
Benefits of CoViewer
How CoViewer is Improving your Business Productivity?
Reduces Duplicate Efforts
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.
Enhances User Experience
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.
Optimizes Resource Management
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.
Reduced Data Entry Errors
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.
Encourages Teamwork Across Departments
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.
Improves Decision-Making
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.
Stay in Sync with Your Team in Real Time
Get CoViewer on Salesforce AppExchange
Install CoViewer now for a smoother, more efficient Salesforce experience. Download today or contact us for setup support.
Live Tracking and Proactive Alerts
CoViewer's Solutions
Experience the efficiency of CoViewer's advanced solutions for enhanced accuracy.
Live User Presence
You can get real-time visibility that offers smooth collaboration because it informs users who are currently working on a record and prevents both iterative work and conflicting updates.
User Activity Indicator
CoViewer provides functionality that enables multi-department teams across the organization to monitor active record changes so users can avoid incorrect overwriting of data.
Conflict Prevention Alerts
A real-time alert system reveals simultaneous access to the same record, thus enabling teams to forestall conflicts that result in repetitive work.
Lightweight & Efficient
It operates efficiently within the Salesforce without reducing performance speed. Users benefit from this non-intrusive performance solution that enables collaboration without impacting system operations.
In-App Notifications
Salesforce users can receive real-time alerts that are fully customizable through the Salesforce application interface. The system will display important record activities through either stickies or pop-ups to maintain complete notification coverage.
Team Collaboration
Users maintain smooth teamwork as the system keeps them notified about concurrent view accesses to the same record. Productivity improves significantly for teams because CoViewer maintains group alignment effectively.
How Does It Looks?
CoViewer Dashboard
Quick Installation Guide
CoViewer on Salesforce AppExchange
- Find CoViewer on the Salesforce AppExchange, click on “Get It Now” and select Production or Sandbox.
- Use the login and approve permissions before proceeding to confirm the installation.
- Choose the scope of your installation: Admins Only, All Users, or Specific Profiles.
- Verify installation in Setup > Installed Packages, and grant access via profiles or permission sets.
- Set up real-time tracking and custom notifications; then test it with different users.
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FAQs
- What is CoViewer and what does it do?
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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.
- Can I customize the notifications for CoViewer?
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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.
- Who do I contact for support or customization?
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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.
- Does CoViewer require any external tools or setup?
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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.
- Is CoViewer free to use?
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Yes, CoViewer has a free version with important core functionalities. Further customizations or enterprise enhancements needed may be provided by consulting or development support.
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