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WalkMe for Salesforce Tips & Tricks.

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Presentation on theme: "WalkMe for Salesforce Tips & Tricks."— Presentation transcript:

1 WalkMe for Salesforce Tips & Tricks

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4 WalkMe for Salesforce Download:
WalkMe for Salesforce Installation Guide WalkMe is embedded into Salesforce (left sidebar) and works on all pages that have the sidebar visible. * Setup, Reports, Chatter, and tab customizing page may need special configurations. If you wish to create walkthrus on such pages, consult with your CSM regarding the implementation of walkme

5 Important Upgrade Required by May 15!
WalkMe for Salesforce Download: WalkMe for Salesforce Installation Guide Important Upgrade Required by May 15! If you wish to create walkthrus on such pages, consult with your CSM regarding the implementation of walkme May 15th deadline for upgrading to WM4SF v2.16 Why you should upgrade: Salesforce (Summer15) will block older versions Ensure User Access to WalkMe

6 Best Practices

7 Best Practices Element Selection Use elements that are links
Do not use specific account title elements

8 Best Practices – Pre-steps
Sidebar may be minimized Tab Customization may result in missing objects Single Additional Step with Step Play Rule Identify by Text

9 Best Practices – Rules When Using Headers for Rules
On Screen Element (Is Visible) Identify by Text

10 Best Practices – Rules Creating Rules
Dedicated Salesforce Types in the Rule Engine Salesforce Tab (App Menu)

11 Best Practices – Rules Creating Rules
Dedicated Salesforce Types in the Rule Engine Salesforce URL Accounts Reports Contacts Leads Opportunities Dashboards Documents Products Cases Solutions Contracts

12 Best Practices – Rules Constant URLs – for Standard and Custom Objects
Main Page: .com/001/o [or] .com/001?fcf=

13 Best Practices – Rules Constant URLs – for Standard and Custom Objects
New Record: .com/001/e?

14 Best Practices – Rules Constant URLs – for Standard and Custom Objects
Error: .com/001/e

15 Salesforce Tables

16 Working with Salesforce Tables
Scenario: Select a record while changing views Solution: 3 steps Select recent record – refresh trigger Select record from table – multi balloon (skippable) Wait For Condition – record details page New button – the element doesn’t necessarily change, however the text on it changes and the position changes – these are things that we need to keep in mind in flows involving those buttons.

17 Working with Salesforce Tables
Scenario: Select a specific table view from drop-down, ensure the correct view was chosen Solution: 2 Steps Indicate specific view – text trigger (identify by text) Jump back to the first step – if the wrong view was selected

18 Salesforce Forms

19 Working with Salesforce Forms
Common Salesforce Fields Required Steps Click or Text trigger Optional Steps Click + Next trigger

20 Working with Salesforce Forms
Two Main Approaches: Single Instruction vs. Step-by-Step Error Recognition Step Play Rules for empty fields Link to other useful Walk-Thrus Explanatory Launchers

21 Segmentation

22 Segmentation Sales Success Marketing Administrator
If they want to use vars they need the sfVars feature – ask their csm or walkme support, until further notice Profile ids might differ between the sandbox and production environment. Administrator Marketing Sales Success

23 Segmentation What is Segmentation?
Segmentation allows you to target users with specific Walk-Thrus. By using the rule engine you can decide which Walk-Thrus will appear, on what page, and for which users. Common Rule Types on Salesforce Current URL jQuery Variables If they want to use vars they need the sfVars feature – ask their csm or walkme support, until further notice Profile ids might differ between the sandbox and production environment. userId, roleId, profileId, organizationName, organizationID

24 Segmentation – Identifying the Profile ID
Salesforce Admin – go to Setup Administer  Manage Users  Profiles Copy the profile id and convert it to 18 characters, using Web Console: If they want to use vars they need the sfVars feature – ask their csm or walkme support, until further notice Profile ids might differ between the sandbox and production environment. ≫ ApiUtils.to18CharId(“00eo no4O”)

25 Segmentation – in the Editor
Walk-Thru Settings Variable: walkme_sf_vars.profileId

26 Useful Tools

27 Useful Tools Shuttles All Tabs Frequently used reports
Frequently used forms Launchers - Interactive Guidance

28 Useful Tools Search

29 Best Practices Custom Pages (Visual Force) IFrames

30 Questions

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