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 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

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

Written by Ksawery Lisinski
Updated this week

Analyze Salesforce help usage

How to check if and how Salesforce help is used?

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

Written by Ksawery Lisinski
Updated this week

Diagram ratings and view history

Tracking diagram adoption; help adoption; metrics; view history

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;

Written by Ksawery Lisinski
Updated this week

Creating feedback chatter groups

How to get notified of any new feedback raised in your Salesforce Org?

Written by Ksawery Lisinski
Updated this week

Landing pages and hotspots

Build a landing page to link to your documentation; processes & URL links

Written by Ksawery Lisinski
Updated this week

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

Written by Ksawery Lisinski
Updated this week