TeamViewer Salesforce Integration

Remote support from within Salesforce

Publisher

TeamViewer

About this software

TeamViewer Salesforce Addon integrates TeamViewer remote support into Salesforce Service Cloud, enabling agents to start remote sessions directly from case records and attach session information to cases. The add-on is distributed via Salesforce AppExchange and requires a TeamViewer license and account. It is designed for IT and customer support teams who want in-context remote support without switching applications.

Licenses & prices

Standard

Standard edition provides basic TeamViewer integration with Salesforce including remote support, session initiation, and activity synchronization.

Salesforce addon

Integrates TeamViewer remote support features directly into Salesforce, enabling in-record remote sessions and session logging.

Teamviewer salesforce addon

Alternate naming of the Salesforce addon offering TeamViewer remote session integration, in-record controls, and activity tracking.

Purchase

TeamViewer Salesforce Integration

TeamViewer Salesforce Integration
In Stock
Delivery: 1 working day
Loading...
€129.90
Free and without obligation

Do you need more information or looking for another license?

Benefits

  • In-app remote sessions: Start remote sessions from Salesforce case records without switching applications
  • Attach session information: Save session details to case records for context and auditing
  • Streamline support workflows: Reduce application switching for support agents during incident resolution
  • Requires TeamViewer license: Add-on requires an active TeamViewer license and account
  • Distributed via AppExchange: Install and manage the package through Salesforce AppExchange

Available languages

  • English

Support information

  • Publisher documentation: TeamViewer provides integration documentation with configuration and usage details on its support site
  • AppExchange listing: The add-on is distributed through Salesforce AppExchange where installation details are provided
  • Installation guide: Follow the AppExchange and TeamViewer setup instructions to connect a TeamViewer account
  • Community resources: TeamViewer community forums and knowledge base include articles about integrations and troubleshooting
  • Support portal: Access TeamViewer's support portal for product-specific technical articles and resources

Frequently asked questions

What does TeamViewer Salesforce Integration do?
Enables initiating remote support sessions directly from Salesforce records, associating sessions with support cases or contacts, and logging session details and interactions in the CRM for follow-up and reporting.
How is the integration configured in Salesforce?
An administrator configures the integration in Salesforce by enabling the integration settings, granting necessary user permissions, and connecting the CRM to the remote-support account; mapping options determine what gets recorded to records.
What security and privacy considerations apply?
Review user access controls, data sharing rules, and which session details are stored in Salesforce; ensure audit logging and compliance with internal policies and applicable regulations.
Which Salesforce records can be linked to support sessions?
Support sessions are commonly linked to records such as cases, contacts, or accounts to provide context; available linkable objects depend on how the integration is configured.