Last updated on July 6th, 2023

Screen share from Salesforce instantly? Yes, get Upscope co-browsing.

Pardeep Kullar
Pardeep Kullar
Screen share from Salesforce instantly? Yes, get Upscope co-browsing.

Not only can you see the user’s screen from Salesforce in one click, you can
also remotely take control and highlight where to go. You can click and scroll
for them. You can take your toughest non-tech user and without asking them to
download anything, onboard and support them. Do this with

Go from a Salesforce Case or Contact page to co-browsing with them on your

website instantly

Below you can see how there's a new screen sharing link added as an option to
a Case.

Once you click the link, the screen sharing starts instantly.

You'll see them moving around on your website and you can begin interacting
with them including drawing on their screen using a highlighter pen.

There are several ways to directly take control and click for them including
the below spotlight mode or a second cursor that appears with your name on it
on their screen.

You can also begin a browser to browser phone call.

See how to integrate Upscope co-browsing with Salesforce

What is Upscope co-browsing?

Upscope co-browsing is instant and interactive screen sharing that requires no
downloads for either you or the customer.

Once you've installed our one time code onto your website, you're able to go
from Salesforce to their screen in one click.

Why are there no downloads? How is that possible?

The Upscope team refer to it as the ‘Beautiful integration’.

Upscope is installed only once and only on your website by your developer.

It's 2 lines of code added to the bottom of the page. After that, it streams
the html between you and your customer. That's why it doesn't need downloads.
That's why it's pixel perfect.

Testimonial page quotes

From Upscope testimonials page.

“So much easier and more time efficient than trying to get them to send us

“We especially love using the tool to show off our features in walkthroughs”

“The ability to educate a user on unfamiliar functionality using the
spotlight tool has been incredibly beneficial in saving time”

“Upscope was easily the biggest quality of life improvement in my support
work. Because of it I longer have to rely on my guesswork or my customer’s
technical skill”

“Upscope saves our support staff an enormous amount of time. Instead of
sending emails back and forth or having confusing phone calls, our team simply
logs into Upscope and gets an instant view of what is happening and can give a
quick tutorial to the customer.”

Free trial

2 week free trial and if you need longer to evaluate it, let the team know.

How to get started

Go to Upscope and ‘start your free trial’ and ask us
any questions you have on our live chat.

Pardeep Kullar
Pardeep Kullar

Pardeep overlooks growth at Upscope and loves writing about SaaS companies, customer success and customer experience.