Screen Meet Resources

Customer Training - ScreenMeet Live + Salesforce Agent Training using Salesforce Cases

Written by Heather Robinson | Dec 18, 2023 6:47:10 PM

ScreenMeet Live for Salesforce - Agent Training

Watch how easy it is to use ScreenMeet Live with Salesforce. This demonstration will show the process of a customer that utilizes Salesforce cases, submitting a live chat to the agent, who will open a ScreenMeet Live session, and show how to access the post-session information within Salesforce. 

For more information relating to ScreenMeet live from an agent perspective, feel free to reference our documentation here: https://docs.screenmeet.com/v1/docs/hosting-a-live-desktop-session

For a complete list of customer training videos visit our Resources Page > Customer Training, or view the full list of customer training videos on YouTube