Drive up Salesforce user adoption

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

Ian Gotts avatar Customer-Success-Team avatar Ksawery Lisinski avatar
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
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 in-app help

Allow all Profiles have access to in-app pop-up help topics
Customer-Success-Team avatar
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?
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

Embed process diagrams in web pages and other apps

Use the stripped=true at the end of the URL
Ian Gotts avatar
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
Ksawery Lisinski avatar
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
Customer-Success-Team avatar
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
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Embed Elements content in Confluence

How to display Elements in Confluence articles for training purposes
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