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 Catalyst Chrome Extension: embedding in-app help and training in Salesforce and collecting user feedback

Training; Record Page Help; Salesforce Help; In-app help end-user help Embedding Salesforce training, process diagrams, notes, urls Feedback

Written by Ksawery Lisinski
Updated over a week ago

Giving users access to Salesforce in-app help

Allow all Profiles to have access to in-app pop-up help; Salesforce adoption provisioning; Giving users access to in-app help; Login flow

Written by Ksawery Lisinski
Updated over a week ago

Analyze Salesforce help usage

How to check if and how is the Salesforce help used?

Written by Ksawery Lisinski
Updated over a week ago

On-demand, in-browser diagram help

Search for and pop up Elements diagrams anywhere you are in the chrome browser

Written by Ksawery Lisinski
Updated over a week ago

Diagram ratings and view history

Tracking diagram adoption; help adoption; metrics;

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;

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

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 over a week ago