Integration

Streamline remote IT support and after-sales service with faster issue resolution

Resolve issues faster

The TeamViewer integration with Salesforce enables your experts to access devices in the office and across factory floors for seamless remote troubleshooting. By providing detailed connection reports and AI-powered insights, you can ensure full auditability, process tracking, and smooth case handovers. 

Enhance the troubleshooting experience

TeamViewer Tensor empowers IT teams to initiate secure remote access sessions directly from Salesforce’s Service or Sales Cloud cases. This enables real-time troubleshooting across virtually any device or platform without leaving the Salesforce environment. With full visibility into session activity and device diagnostics, issues are resolved faster and more accurately. 

If visual context is needed, Assist AR- our augmented reality solution, can be launched directly within Salesforce, enhancing the session without switching apps for faster, more efficient support. The AR-powered remote assistance session allows your supporters to guide the field user using visual guidance features.

Salesforce integration highlights

  • Reduce friction: Access IT and OT devices remotely and start a remote assistance session right from within a Salesforce case.
  • AI-powered in-session guidance: Use TeamViewer CoPilot during remote sessions to access real-time device data and accelerate case resolution.
  • Improve expert productivity: Reduce your expert’s workload with automated AI session summaries.
  • Reduce costs: Provide instant remote troubleshooting, minimizing downtime and the need for travel.
  • Automate knowledge retention: TeamViewer Session Insights logs every step of a remote session to support compliance and provide proof of service.
  • Enhance reporting: Ensure full auditability, process tracking, and smooth case handovers with detailed connection reports.
  • Provide complete transparency: Save session summaries, chat logs, transcripts, and screenshots directly in the case for quicker access whenever needed.

Get started with TeamViewer for Salesforce

Contact us to get started

Want to see how it works? Request a free demo.