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Drive up Salesforce user adoption
Drive up Salesforce user adoption
Using Elements process diagrams and links to documents and systems to improve training
12 articles in this collection
Written by
Ksawery Lisinski
and
Tomasz Ramus
Elements Chrome Extension: embedding in-app help and training in Salesforce
Training; Record Page Help; Salesforce Help; In-app help end-user help Embedding Salesforce training, process diagrams, notes, URL, feedback
Written by
Ksawery Lisinski
Updated over a week ago
Giving Salesforce users access to Elements help & feedback
Choose which users can access in-app Salesforce help and leave feedback for the admins
Written by
Ksawery Lisinski
Updated over a week ago
Analyze Salesforce help usage
How to check if and how Salesforce help is used?
Written by
Ksawery Lisinski
Updated over a week ago
Access Process content on-demand, from any chrome browser window using Elements extension
Search for and pop up Elements diagrams anywhere you are in a chrome browser; diagram help; process map; chrome extension; process content
Written by
Ksawery Lisinski
Updated over a week ago
Diagram ratings and view history
Tracking diagram adoption; help adoption; metrics; view history
Written by
Ksawery Lisinski
Updated over a week ago
Elements Chrome Extension: Admin insights
Browser extension; Chrome extension; Salesforce Admin; Salesforce Setup; Record Pages; Right panel; Right sidebar; Admin insights;
Written by
Ksawery Lisinski
Updated over a week ago
Creating feedback chatter groups
How to get notified of any new feedback raised in your Salesforce Org?
Written by
Ksawery Lisinski
Updated over a week ago
Landing pages and hotspots
Build a landing page to link to your documentation; processes & URL links
Written by
Ksawery Lisinski
Updated over a week ago
Prerequisite steps before you start embedding diagrams into external services
Before embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint
Written by
Tomasz Ramus
Updated over a week ago
Embedding processes in iframes (webpages, Confluence, Sharepoint and others)
Confluence; webpages, Sharepoint, embedding diagrams
Written by
Tomasz Ramus
Updated over a week ago
Embedding process diagram in Salesforce Lightning Pages and Salesforce Utility Bar
How to display process maps in Salesforce; Lightning utility bar; Lightning page; embedded diagrams
Written by
Tomasz Ramus
Updated over a week ago
Embedding process diagram inside Salesforce Classic (VisualForce)
VisualForce; Salesforce Classic; embedded diagrams
Written by
Tomasz Ramus
Updated over a week ago