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Collaboration with co-browsing, video chat, screen sharing & more - Surfly

By Surfly B.V.

Add collaborative features like co-browsing or videochat to your Salesforce

Starting at €2,000   EUR/company/month
Industries
Financial Services
Government
Healthcare & Life Sciences
Business Need
Sales
Customer Service
Collaboration
Requires
Sales Cloud
Service Cloud

Leverage secure & compliant collaboration channels such as co-browsing, screen sharing, video chat or file sharing to interact online with your customers. It works instantly on any website, so you can interact on your own domains & on 3rd-party websites.

  • Surfly App on Salesforce AppExchange

  • Co-browsing vs. Screen Sharing

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Salesforce Editions
Professional

App Details

Version
Surfly/Jan 2023 1.3.0
Listed On
01/31/2023
Latest Release
02/01/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/27/2022

Additional Details

Surfly offers a flexible technology that enables customers to instantly elevate any online interaction. It allows you to leverage secure and compliant channels such as co-browsing, screen sharing, video chat, or file sharing to interact online with other participants. Surfly sets itself apart by instantly enabling collaborative features without the need to download any software or modify the existing application. Find a detailed overview of all the Surfly features on our website: https://www.surfly.com/all-features/ Read what our customers have to say about us on G2: https://www.g2.com/products/Surfly/reviews Additional Pricing Details Features included in this license: Co-browsing Video chat Text chat Screen sharing File sharing Document editing E-signing Element & field masking Audit log For additional features such as true multiplayer collaboration or API integrations for even further control over your web journeys, please contact sales@surfly.com. If you are already an existing Surfly customer on a Snap plan, the Salesforce app is included at no additional cost. If you are looking at a Surf or Stoked plan, please contact us for pricing details.

Need help?

Surfly B.V.

Also refer to https://docs.surfly.com/ for more documentation

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