Glance DOCS

Viewing Visitor Information

Learn how to enable and view visitor device details within the Glance for Salesforce component prior to starting a session.

Note
To see visitor information, you must use version 3.42 or later of the Glance for Salesforce Package. This feature is only available during 1-Click Connect for Cobrowse or Mobile SDK sessions.

When using 1-Click Connect, agents can preview the visitor's device, browser, and current URL before joining the session. This allows agents to understand the visitor's environment immediately. Note: Available details may vary depending on the visitor's device.

  1. Navigate to the Glance Company Settings page within Salesforce.
  2. Scroll down to the Presence Settings section.
  3. Select Show Visitor Information to enable this feature.

Visitor Information Settings

  1. When a visitor is detected on the current Salesforce Object, the Glance Component displays the following information:

    • Type: Desktop Web, Mobile Web, or Mobile App (SDK).
    • URL: The URL of the page the visitor is browsing; you can hover over the URL to view the entire path.
    • Browser: The browser the visitor is using and its version.
    • OS: The Operating System for the visitor.

Visitor Information Component