1. Salesforce
Tips & Tricks

2. 45 MIN Welcome to WalkMe University Raise your Hand The Presenter
No System Required
Download the Summary Page by clicking the Materials tab. Its right there >
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If you have any question, please raise your hand. You will then be unmuted by the presenter

3. In this Session Salesforce Segmentation Salesforce Tables
Package Implementation
Salesforce Tables
Salesforce Segmentation
Useful Tools
Salesforce Customizations
Salesforce Forms

4. WalkMe for Salesforce
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
WalkMe is embedded in your Salesforce through the sidebar on the left
The WalkMe package cannot work on pages that lack the sidebar
(Setup, Reports,
tab customizing page…)
If you wish to create walkthrus on such pages, consult with your CSM regarding the implementation of walkme

5. WalkMe for Salesforce
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
To link your editor account to the package paste your snippet ID

6. Publishing Environment
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
From the Advanced Tab select the publishing environment

7. Salesforce Customizations
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Different Custom Fields
Element Selection
Sidebar may be minimized

8. Salesforce Customizations
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Constant URL templates for each tab
Main page- ….com/001/o… or ….com/001?fcf=…
Selected entity- ….com/00178sdfk…
New entity - …..com/001/e?...
Error - .com/001/e
Tab view customizations

9. Salesforce Customizations
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Dedicated Salesforce conditions in the editor
Salesforce Tab
Salesforce URL

10. Working with Salesforce Tables
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Scenario:
Two table types, same table – different elements
Solution:
Selecting an entity from the table – refresh trigger and multiple trigger
One step for each table type
Wait for the user to select the entity
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.

11. Working with Salesforce Tables
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Scenario:
Selecting a specific table view, ensuring the correct view was chosen
Solution:
Step indicating the correct view to choose – text trigger
Jump back to the first step – if the wrong view was selected

12. Working with Salesforce Forms
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
General Approach VS. Inline Approach
Explanatory Launchers
Error Handling
Link to other useful Walk-Thrus

13. Segmenting - Identifying the Profile ID
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
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

14. Segmenting - Identifying the Profile ID
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Salesforce Admin – go to the Setup
Administer  Manage Users  Profiles
Copy the profile id and convert it to 18 characters, using the Developer Console: ApiUtils.to18CharId("00e FzSz")
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.

15. Segmenting – Implementation in the Editor
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Walk-Thru Settings   Create/Update Display Segment
Variable: walkme_sf_vars.profileId

16. Useful Tools Shuttles All tabs Frequently used reports
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Shuttles
All tabs
Frequently used reports
Frequently used forms
Interactive Guidance

17. Questions WalkMe Package Customizations Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Questions

18. © Copyright 2014 WalkMe Inc. Confidential