Drive up Salesforce user adoption

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

Customer-Success-Team avatar Ksawery Lisinski avatar
9 articles in this collection
Written by Customer-Success-Team and Ksawery Lisinski

Embed Help Topics and collect feedback in Salesforce Record Pages (Classic & Lightning)

Use rich text notes, URLs and process diagrams as pop-up help topics to drive adoption
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Written by Ksawery Lisinski
Updated over a week ago

Giving users access to in-app help

Allow all Profiles have access to in-app pop-up help topics
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Written by Customer-Success-Team
Updated over a week ago

Analyze Salesforce help usage

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

Embed process diagram in Lightning page for standard or custom object

Deliver training content directly from Elements
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Written by Ksawery Lisinski
Updated over a week ago

Embed process diagram in Lightning Utility Bar

The managed package allows you to embed training content into the Lightning Utility Bar
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Written by Customer-Success-Team
Updated over a week ago

Embedding process diagram inside Salesforce Classic (VisualForce)

The managed package allows you to embed a diagrams in standard and custom objects by record type
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Written by Ksawery Lisinski
Updated over a week ago

Embed Elements content in Confluence

How to display Elements in Confluence articles for training purposes
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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