Drive up Salesforce user adoption | Support for Elements.cloud

Drive up Salesforce user adoption

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

11 articles in this collection
Written by Ian Gotts, Customer-Success-Team, and Ksawery Lisinski

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

Record Pages Help; Salesforce Help; In-app help; Salesforce end-user help; Embedding process diagrams, notes, urls in Salesforce; Feedback

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;

Written by Ksawery Lisinski
Updated over a week ago

Giving users access to in-app help

Allow all Profiles have access to in-app pop-up help topics

Written by Customer-Success-Team
Updated over a week ago

Analyze Salesforce help usage

How to check if and how is the Salesforce help used?

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

Embed process diagrams in web pages and other apps

Use the stripped=true at the end of the URL

Written by Ian Gotts
Updated over a week ago

Embed process diagram in Lightning page for standard or custom object

Deliver training content directly from Elements

Written by Ksawery Lisinski
Updated over a week ago

Embed process diagram in Lightning Utility Bar

The managed package allows you to embed training content into the Lightning Utility Bar

Written by Customer-Success-Team
Updated over a week ago

Embedding process diagram inside Salesforce Classic (VisualForce)

The managed package allows you to embed a diagrams in standard and custom objects by record type

Written by Ksawery Lisinski
Updated over a week ago

Embed Elements content in Confluence

How to display Elements in Confluence articles for training purposes

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