Salesforce-Native Co-Browsing & Screen Sharing

Why Salesforce’s own support team chooses ScreenMeet for Salesforce Service Cloud

True in-platform experience

Unlike tools that merely connect to Salesforce, ScreenMeet is embedded directly in the Service Cloud interface.

Your agents work entirely within Salesforce—launching sessions from cases, chats, or Einstein bots with a single click and having all session data automatically documented.

Proven performance improvements

Customers report a 35% increase in first-call resolution rates when using ScreenMeet.

When agents can see what customers are seeing, complex issues are easier to diagnose and resolve—turning days-long resolution cycles into minutes.

AI-powered documentation

ScreenMeet's AI Summarization for Remote Support automatically generates comprehensive session documentation, capturing the exact steps taken to resolve issues.

These detailed notes feed directly into your knowledge base and enhance Einstein AI's capabilities.

Enterprise-grade security and compliance

Built with modern security architecture, ScreenMeet leverages Salesforce's authentication and security framework.

All session data remains within your Salesforce environment, with comprehensive audit trails and configurable compliance controls.

See the Salesforce-Native Integration

The complete toolkit for Screen Sharing and Remote Support

Purpose-built for enterprise. Designed to outperform legacy tools. Trusted by global support teams.

Screen sharing

Support agents and customers collaborate with HD quality, low-latency screen sharing.

Video chat

Create face-to-face connections with customers through embedded video calling.

Voice and text

Text messaging and crystal-clear audio integrated directly within Salesforce.

Mobile camera sharing

Let customers show you physical products or environments using their smartphone camera.

60%

Reduction in documentation time
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25-35%

Improvement in first-call resolution and MTTR rates

40%

Increase in knowledge base creation and utilization

Faster support scaling
‍

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Streamlined deployment, immediate value

Your team could be up and running before your next project kicks off.

Request a demo to get started.

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Zero infrastructure requirements

Cloud-native architecture with no on-premises components to install or maintain. Deploy quickly from the AppExchange without hardware investments or complex IT projects.

Salesforce-aligned security

Seamlessly leverages Salesforce's existing security and administrative framework, eliminating the need for separate security configurations and maintaining data within your Salesforce environment.

Flexible configuration

Easily customize the experience to match your specific support requirements, branding, and workflow preferences within your Salesforce org.

Role-based access control

Manage permissions through your existing Salesforce profiles and permission sets, simplifying administration and maintaining consistent governance across your platform.

White-glove onboarding

Dedicated customer success team included in your subscription ensures smooth implementation and maximum adoption, with Salesforce-specific best practices and guidance.

Trusted by leaders in customer experience

Global support and IT teams rely on ScreenMeet to deliver fast, secure, and scalable remote support — seamlessly integrated into Tanium.

Screen sharing is a critical capability to help our customers in this digital-first world. With ScreenMeet's integration with Service Cloud, it also makes it seamless to use for our support engineers.

Jim Roth,

EVP Customer Support at Salesforce

Salesforce + ScreenMeet AI

The future of intelligent support

AI Summarization for Remote Support:
Automatic Case and session documentation

Transform support interactions into comprehensive work notes
Capture detailed troubleshooting steps for future reference
Automatically document exactly what was done to resolve each issue
Reduce mean time to resolution with AI-powered support

Salesforce AI and Einstein integration

Feed rich session telemetry to Einstein AI and Agentforce
Provide agents with intelligent troubleshooting recommendations
Enhance knowledge base articles with detailed resolution data
Improve virtual agent responses with actual resolution patterns
Create a continuous improvement loop for AI-driven customer service

Enhanced Native Analytics and insights

Unlock SFDC native reporting and dashboards to identify knowledge gaps and training opportunities
Gain richer visibility into support trends with AI-enhanced Remote Support session documentation
Measure the true impact of visual support and specific support tools with complete session records

Full Control And customization

Choose your preferred LLM provider or bring your own
Customize AI workflows through advanced prompt engineering
Maintain complete control over AI data processing and retention
Balance automation with human oversight for optimal results

See how ScreenMeet works natively within Salesforce:

Experience seamless remote support without leaving your Salesforce interface
Learn how enhanced session data improves your Salesforce workflows
Discover how platform-native integration eliminates tool switching

See the integration in action

Customer support teams deserve Better customer support tools

ScreenMeet is purpose-built for customer support and gives agents the full range of functionality they need to provide a better customer experience. Consumer-grade apps simply don’t match up.

ScreenMeet vs. Meeting tools

Eliminate separate applications and reduce context switching. ScreenMeet's native Salesforce integration delivers a unified experience where agents work entirely within Salesforce, not constantly jumping between platforms during customer interactions.

See the full comparison

Ready to transform your customer support experience?

Modernize your customer support operations with enterprise-grade visual support capabilities that align with your Salesforce investment and organizational objectives.

Discover why leading customer experience teams are consolidating their visual support tools into a single, powerful Salesforce-native solution.

Request your demo today

Common questions about ScreenMeet for Salesforce

ScreenMeet provides native integration with Salesforce Service Cloud, enabling customer support teams to deliver visual collaboration directly within their existing Salesforce workflows. This platform-native approach eliminates the need for separate screen sharing or meeting tools while maintaining comprehensive session documentation and audit trails for customer service operations and compliance requirements.

Download the Salesforce Integration Guide

Have more questions?

See how ScreenMeet works natively within Salesforce and why leading support teams are replacing legacy tools with platform-native remote support.

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What makes ScreenMeet different from other screen sharing tools for Salesforce?

Unlike tools that merely connect to Salesforce, ScreenMeet is truly embedded in the platform. Agents work entirely within Salesforce without switching applications, while all session activity is automatically documented in your cases and objects.

How does AI Summarization work with Salesforce?

ScreenMeet's AI Summarization for Remote Support automatically generates detailed work notes from Remote Support sessions. These notes integrate seamlessly with Salesforce Einstein AI to content creation, improve virtual agent responses, and provide comprehensive documentation of how issues were resolved. (Note: AI Summarization is not currently available for ScreenMeet Live or other ScreenMeet products.)

Which Salesforce objects and features does ScreenMeet work with?

ScreenMeet can be deployed inside any Salesforce object, features, or functionality. It is most commonly used with Cases, Live Agent Chat, Service Cloud Voice, Lightning Scheduler, Einstein Chatbots, Leads, and Contacts. It integrates seamlessly with all standard Salesforce interfaces.

Does Salesforce actually use ScreenMeet?

Yes! Salesforce uses ScreenMeet for their own Customer Support operations. As Jim Roth, President of Customer Support at Salesforce states, "Screen sharing is a critical capability to help our customers in this digital-first world. With ScreenMeet's integration with Service Cloud, it also makes it seamless to use for our support engineers."

How quickly can we implement ScreenMeet for Salesforce?

Most organizations are up and running within days. As a cloud-native solution available in the AppExchange, ScreenMeet requires minimal configuration and no additional infrastructure, making implementation straightforward and non-disruptive.

How secure is ScreenMeet for Salesforce?

ScreenMeet leverages Salesforce's authentication and security framework while adding its own enterprise-grade security. It's SOC2 and ISO27001 certified with comprehensive audit trails and detailed session logging. All session data remains within your Salesforce environment.

How do we get started with a trial of ScreenMeet for Salesforce?

You can get a free 15-day trial of ScreenMeet for Salesforce directly from the Salesforce AppExchange. The trial is completely free with no obligation, and the ScreenMeet team will work with you to complete any technical and InfoSec reviews during your evaluation.

Elevate customer remote support with native Salesforce remote support & screen sharing from ScreenMeet