Salesforce Logo

Connect UserView to Salesforce

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

Connect Salesforce

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
Connect to Salesforce
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