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Zight + Salesforce Service Cloud

Show, don’t tell
in Service Cloud.

Bring Zight into every Service Cloud case: agents can add recordings from their library or request a customer's screen, then keep the reply activity with the case.

Free on all Zight plans
Salesforce Service Cloud

Trusted by 5m+ people who would rather show than tell

Real Customers

Why support teams reach for Zight + Service Cloud every day

Real quotes from Zight case studies

"Leveraging Zight in our GitHub pull requests and during conversations with our Engineering team saves us about 50 minutes every day!"

Josh Wyse
Sr. Software Developer, Cloud Elements

"It's better if they can see a video while showing them how to use our software. It just saves so many steps."

Caty Black
Customer Care Team Lead, Social Tables

"It's always an extra delight when the customer is so impressed that they send you a GIF back or when they call us by name."

Darcy Peters
Customer Advocacy Lead, Buffer

"I love Zight Smart Actions! Documenting bug reports that used to take me 5-10 minutes now only take me 30 seconds."

Heroly Chour
Managing Director & Co-founder, Busable

Customer Story

What visual context changes in Service Cloud

Service Cloud keeps every case in one place — but a case built on text descriptions still takes clarifying rounds to diagnose. With Zight, agents paste a recording of the fix into the reply, request the customer's screen when the report is vague, and escalate to engineering with the evidence attached to the case instead of a paraphrase.

Read the case study
3x
faster ticket resolution
<4 hrs
avg. request-link response
90%
fewer fraudulent claims — SeatGeek
Salesforce Service Cloud case showing the Zight panel for creating a Request Content link.

Where it earns its keep

Three jobs Zight + Service Cloud does better.

Close cases in fewer touches

Paste a 60-second recording of the fix into the case reply. The customer follows along click for click instead of interpreting a numbered list.

Request the customer's screen from the case

When the report is 'it doesn't work', send a request link. The recording, console logs, and browser details come back attached — no account or install on the customer's side.

Escalate with the evidence intact

Pass the case to engineering with the recording and logs already in it. Nobody asks the customer to retell the story.

How it fits

Add Zight to every Service Cloud case

An administrator installs and configures the app once. Then agents use the Zight panel directly on a case to attach an existing recording or ask a customer for the visual context that resolves the issue.

  1. Install and connect

    In a Salesforce Service Cloud Enterprise, Unlimited, Performance, or Developer Edition org, install the Zight package for all users. Create a Zight OAuth application with Salesforce's callback URL, then add its application UID and secret to the Salesforce Auth Provider.

  2. Give agents access

    Assign the Zight User permission set to each agent, then add the Zight component to the Lightning case-record page and activate it as the org default. Each agent authorizes their own linked Zight account once.

  3. Work the case and keep replies connected

    From the case panel, select a library item or create a Request Video link for the customer. Connect Salesforce in Zight and leave Update Ticket for Video Reply enabled to add a note to the related case when the customer responds.

Zight Salesforce integration configuration with Update Ticket for Video Reply enabled.
Keep Update Ticket for Video Reply enabled to add a note to the related case when a customer responds.

Where it fits

FAQ

Frequently Asked Questions

Install the Zight package once, add its component to the Service Cloud case page, and assign agents the Zight User permission set. Agents then use the panel on a case to select content from their Zight library or create a Request Video link.

Yes. Send a request link from the case and the customer records their screen in the browser — the video, console logs, and browser details come back without them creating an account or installing anything.

The Salesforce Sales Cloud page covers the deal side — follow-ups, recaps, and champion-ready artifacts on opportunities. This page is the service desk: case replies, customer evidence, and escalations in Service Cloud.

No — share links play in any browser. You control access, and the recording stays available in the case history for the next agent who opens it.

Work your next case
with evidence

Add Zight to your Service Cloud workflow and start closing cases in fewer touches.

Salesforce Service Cloud