Salesforce Logo

Connect UserView to Salesforce

Cobrowse with the customer directly from "case view" and help them complex problems.

From Caseview to the User's screen.

Adding UserView to Salesforce creates a seamless workflow.

  • Create a Task whenever you start a session
  • Customize an object to create a button in your Case view
  • Cobrowse straight from 'Case' management in your dashboard
From Caseview to the User's screen.
4.7 / 5 from 63+ reviews

Try Upscope for free

Upscope is used by hundreds of companies of all sizes to deliver an incredible standard of customer support.

  • "Our data shows Upscope has cut our onboarding team's call time by 27%, which is fantastic."

    Cainen Gerety
    EX Sales Manager at Square