Drive up Salesforce user adoption

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

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9 articles in this collection
Written by Ksawery Lisinski

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
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Written by Ksawery Lisinski
Updated this week

Giving Salesforce users access to Elements help & feedback

Choose which users can access in-app Salesforce help and leave feedback for the admins
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Written by Ksawery Lisinski
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Analyze Salesforce help usage

How to check if and how Salesforce help is used?
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Written by Ksawery Lisinski
Updated this week

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
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Written by Ksawery Lisinski
Updated this week

Diagram ratings and view history

Tracking diagram adoption; help adoption; metrics; view history
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Written by Ksawery Lisinski
Updated this week

Elements Catalyst Chrome Extension: Admin insights

Browser extension; Chrome extension; Salesforce Admin; Salesforce Setup; Record Pages; Right panel; Right sidebar; Admin insights;
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Written by Ksawery Lisinski
Updated this week

Creating feedback chatter groups

How to get notified of any new feedback raised in your Salesforce Org?
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Written by Ksawery Lisinski
Updated this week

Landing pages and hotspots

Build a landing page to link to your documentation; processes & URL links
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Written by Ksawery Lisinski
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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
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Written by Ksawery Lisinski
Updated this week