Drive up Salesforce user adoption
Using Elements process diagrams and links to documents and systems to improve training
12 articles
Written by Ksawery Lisinski and Tomasz Ramus


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 over a week ago
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 over a week ago
Analyze Salesforce help usage
How to check if and how Salesforce help is used?
Written by Ksawery Lisinski. Updated over a week ago
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 over a week ago
Diagram ratings and view history
Tracking diagram adoption; help adoption; metrics; view history
Written by Ksawery Lisinski. Updated over a week ago
Elements 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
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
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
Prerequisite steps before you start embedding diagrams into external services
Before embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint
Written by Tomasz Ramus. Updated over a week ago
Embedding processes in iframes (webpages, Confluence, Sharepoint and others)
Confluence; webpages, Sharepoint, embedding diagrams
Written by Tomasz Ramus. Updated over a week ago
Embedding process diagram in Salesforce Lightning Pages and Salesforce Utility Bar
How to display process maps in Salesforce; Lightning utility bar; Lightning page; embedded diagrams
Written by Tomasz Ramus. Updated over a week ago
Embedding process diagram inside Salesforce Classic (VisualForce)
VisualForce; Salesforce Classic; embedded diagrams
Written by Tomasz Ramus. Updated over a week ago