Drive up Salesforce user adoption

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

Ksawery Lisinski avatar Tomasz Ramus avatar
12 articles in this collection
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
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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
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Written by Ksawery Lisinski
Updated over a week ago

Analyze Salesforce help usage

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

Diagram ratings and view history

Tracking diagram adoption; help adoption; metrics; view history
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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;
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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?
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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
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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
Tomasz Ramus avatar
Written by Tomasz Ramus
Updated over a week ago

Embedding processes in iframes (webpages, Confluence, Sharepoint and others)

Confluence; webpages, Sharepoint, embedding diagrams
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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
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Written by Tomasz Ramus
Updated over a week ago

Embedding process diagram inside Salesforce Classic (VisualForce)

VisualForce; Salesforce Classic; embedded diagrams
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Written by Tomasz Ramus
Updated over a week ago