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CoViewer: Setup and Installation Guide
Objective
CoViewer, a robust application to enhance collaboration in Salesforce by notifying users when another team member is viewing the same record. This real-time visibility helps prevent conflicts and ensures smoother data management, improving efficiency across teams
Key Features
- Live User Presence – Instantly see who else is viewing the same record.
- User Activity Indicator – Displays whether other users are actively viewing the record.
- Conflict Prevention Alerts
- Lightweight & Efficient
- In-App Notifications
Benefits of CoViewer
- Reduces Duplicate Efforts
- Enhances User Experience
- Optimizes Resource Management
- Minimizes Errors in Data Entry
- Encourages Team Collaboration
Installation Guide
- Login with your trailhead email and navigate to our listing on AppExchange.
- Select “Get it Now” from the listing and select the org you want to install it in from the drop-down.
- Agree to the terms and conditions.
- Select “Get it Now” from the listing and select the org you want to install it in from the drop-down.
- Once you have been redirected to the Salesforce login page, input the credentials for the Salesforce org you wish to install the solution in.
- Select the profiles you wish to access the solutions (Admins Only, Everyone, or Specific Profile).
Setup Guide
Once you have successfully installed Co-viewer. Follow below Steps:
Access Configuration Tab
1. Go to App Launcher and search for Configuration tab. Also add Configuration Tab in App Navigation items for easy access.
Give Permissions to Objects and Select Notification type
1. Go to Configuration Tab and search for objects, for which user wants to show Notifications. User is also able to select and search Standard as well as Custom objects.
2. User can also select the Notification type i.e. Sticky Notifications, Notification Popup ‘s Only or both.
Add Co-Viewing Component in Lightning App Page
1. Open the selected the object and Edit Page settings. Open Lightning App Builder of that object whether that is standard or custom.
2. Then search whos Viewing component and add that in Lightning App Page.
Open Selected Object for which User wants to get Notifications
1. Open selected object i.e. Account (Above we have selected) and then you will get Notification on right side.
