With our browser extension you can very easily set up a user adoption platform for your Salesforce implementation. In just a couple of clicks, you can embed help topics and collect feedback from end-users on any record page.
Article outline
Prerequisites
Overview and demo
Adding Salesforce in-app help
Feedback
Formatting URL links to send as help
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Prerequisites
All required end-users have accounts in Elements
Two-way SSO between Salesforce & Elements is enabled
Read this article for a step-by-step guide on how to set it up.
Adding Salesforce in-app help
Any documentation attachment in the Org Model can be switched to be a Help Topic in either Classic, Lightning, or both. If the help topic is a URL link, then it may be able to be displayed in pop-up help. Scroll to the last section for more details.
Adding and managing help can also be done from Salesforce Setup using the Elements browser extension.
You can push the following documentation to Salesforce as end user help:
Rich text documents: these are perfect for instructions. You can embed images, videos, URLs and grids inside the note to make the content more structured and easier to consume.
Process diagrams: You can simultaneously document your Org and provide contextual process help for end users. Simply link process activities to org model nodes, and then you can use these links to push process diagrams as help:
TIP You can also embed diagrams in lightning pages, utility bars, and visual force.
URLs: videos, documents, websites - anything can be sent as help. Scroll down to the last section to learn how to format different types of URLs.
Feedback
Even if there is no help available, end users can leave feedback on the object page to let their Salesforce Admin know what is required or what is missing. Feedback can relate to configuration or help. Feedback can be left either on the object level or on a field level (in the latter case, feedback is available only if there is at least one help article on it).
Check out this article on how to set up a Salesforce feedback chatter group
Check out this article on how to analyze all feedback using the feedback grid
TIP You can also analyse how help is being consumed by your end users.
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Analyze Salesforce help usage - useful, powerful and insightful, this support article tells you all about how your users adopt, use and provide help
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Analyze end-user feedback and raise change requests - this support article will shed light on your user's onboarding and adoption journey
Documentation for Salesforce Org Models and Reference models - store all your knowledge in one place in form of User stories, Notes, URLs, Images, Data tables
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