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