How to Blur Salesforce During Screen Sharing (Hide Accounts, Pipeline & Contact PII)

Salesforce puts a lot one click away: the accounts you also sell to, contact emails and phone numbers, pipeline and forecast amounts, and internal notes. To present a record safely, blur the specific fields and lists you don't want shown before you share your screen — Salesforce's own permissions won't help here, because on a screen share the audience simply sees whatever *you* can see.

What's risky to show in Salesforce during a screen share

• Other accounts and opportunities — list views, the Recently Viewed panel, and the app nav all name companies you may be under NDA with or competing for.
• Contact PII — emails, phone numbers and mailing addresses on contact and lead records.
• Money — amount, ARR, discount and forecast fields, plus revenue figures in reports and dashboards unrelated to this prospect.
• Internal notes and activity — Chatter, call notes, next steps and deal risks written for your team, not the buyer.

How to blur Salesforce specifically

1. 1

   Share a single window

   Present only the browser window with Salesforce — keep Slack, email and other tabs out of frame.

2. 2

   Box-blur the navigation and lists

   With BlurFirst, drag a box over the left nav, the Recently Viewed panel, and any list view so other accounts never show.

3. 3

   Element-blur fields on the record

   Click to blur the contact's email, a phone number, the amount field, or an internal note — the rest of the record stays readable for your walkthrough.

4. 4

   Keep the panic shortcut ready

   If you open the wrong record or a list flashes up, press Ctrl/⌘ ⇧ H to blur the whole page instantly.

Why Salesforce's own permissions don't solve this

Field-level security, sharing rules and permission sets control what the logged-in user can access. During a screen share, the logged-in user is *you* — so anything you're allowed to see is exactly what ends up on the call. Those controls were never meant to manage what an audience watching your screen can read. Blurring works at the presentation layer: it controls what the viewer sees, regardless of your own access.

Save a reusable blur profile for Salesforce

If you demo from Salesforce often, set the structural blurs once. BlurFirst Pro's per-site auto-apply re-applies your saved blurs (the nav, Recently Viewed, list views) automatically each time you open Salesforce — and they survive Lightning's dynamic loading as you move between records. You only blur the record-specific fields per session.