Drive up Salesforce user adoption

Using Elements process diagrams and links to documents and systems to improve training

Ksawery Lisinski avatar
7 articles in this collection
Written by Ksawery Lisinski

Elements Catalyst Chrome Extension: embedding in-app help and training in Salesforce and collecting user feedback

Training; Record Page Help; Salesforce Help; In-app help end-user help Embedding Salesforce training, process diagrams, notes, urls Feedback
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Elements Catalyst Chrome Extension: admin insights

Browser extension ; Chrome extension; Salesforce Admin; Salesforce Setup; Record Pages; Right panel; Right sidebar; Admin insights;
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Giving users access to Salesforce in-app help

Allow all Profiles to have access to in-app pop-up help; Salesforce adoption provisioning; Giving users access to in-app help; Login flow
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Analyze Salesforce help usage

How to check if and how is the Salesforce help used?
Ksawery Lisinski avatar
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?
Ksawery Lisinski avatar
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
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Embed process diagrams in web pages, Salesforce and other apps for training purposes

How to display process maps in Salesforce; lightning utility bar; confluence; lightning page; VisualForce; elements process maps and iframes
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago