Drive up Salesforce user adoption
Using Elements process diagrams and links to documents and systems to improve training
9 articles in this collection
Written by Customer-Success-Team and Ksawery Lisinski
Written by Customer-Success-Team and Ksawery Lisinski
Embed Help Topics and collect feedback in Salesforce Record Pages (Classic & Lightning)
Use rich text notes, URLs and process diagrams as pop-up help topics to drive adoption
Written by Ksawery Lisinski
Updated over a week ago
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
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
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
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
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
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
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
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
Updated over a week ago