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.