![]() If the user clicks inside of the web tab, the answer appears in the web tab. With ScreenSteps, there are currently 3 ways to find answers:Īfter you find your question by either searching the online manual in the web tab, seeing it in contextual help, or searching for it in the search field, you click on it and it takes you to the visual article. If you customize any of them for your instance, or create more walk-thrus to help your users, then you could not share those walk-thrus with other instances of Salesforce.įor many, this is not be a big deal because you have no plans on sharing walk-thrus with others outside of your organization. WalkMe comes standard with 20 preprogrammed walk-thrus. Once you see your question, you click on it and a walk-thru will begin by showing you the first step of the process via popup bubbles. With WalkMe, there is an icon that floats on the right-hand side of the screen that says, " Need Help?" When you click on the icon, you get a search box that asks you to type in your question. Sharing content with usersĪfter you document your processes, your users are going to need to be able to find the content. There is no limitation for processes that take place outside of Salesforce - you can take screenshots of anything on your screen and add any images such as pictures or graphics. HTML (so you can add hosted videos, forms, etc.).When you are done taking screenshots of the process, you can bring the editor up to add: The editor is unique in that it can be minimized so that it's out of the way while you hit a hot-key combo to grab screenshots.Īs you take a screen grab of each step of the process, the images are automatically added to the editor so you don't have to copy and paste, or bounce back and forth between the editor and your Salesforce screen. In ScreenSteps, the editor is a desktop application. If your process ever leaves Salesforce, then a WalkMe walk-thru would not be able to guide your users through that process via popup bubbles unless the process took place in a website that you owned (to add walk-thrus to a website, you need to be able to add code to the site).įor a more complete description of the content creation process, see my blog post - Using WalkMe with Salesforce. You will also designate a user action that will initiate the next popup bubble's appearance (e.g. With WalkMe, the editor shows up as a sidebar in your Firefox browser - you can see the WalkMe editor and your Salesforce screen at the same time.Īs you go through a process, you click "New Step." For each step you create, you fill out the text for a popup bubble. Content CreationĬreating content is similar in that you break tasks down into steps that are easy to follow however, the way you document these steps is quite different. ScreenSteps content is stored outside of Salesforce in the ScreenSteps cloud service - an integration pushes ScreenSteps content to a Salesforce instance. ScreenSteps articles are viewed either in a Custom Help web-tab in Salesforce, or in a separate web tab/window so that users can follow the instructions side-by-side while executing the workflow in their Salesforce window. individual web pages) - those articles are organized into chapters, manuals, and an entire online knowledge base. Titles and paragraph text can be added to create visual articles (i.e. ScreenSteps utilizes screenshots and image annotations to walk users through a process and explain workflows. The walk-thrus you create are hosted on Walkme's servers therefore you do not need to store them on your site. ![]() You can also create lists of walk-thrus that need to be completed, and track who has completed the lists. These bubbles can show up automatically to walk users through a process, or they can show up only when a user has a question and selects to have the bubbles show up. These instructions show up as balloons on the actual Salesforce screen so users can act, react and progress during their online experience (source: WalkMe website). ![]() Tasks, both standard and custom, can be broken down into short, step-by-step, guided instructions. WalkMe utilizes a series of interactive tip-balloons overlaid on the screen - which means that users don't have to actually leave the Salesforce screen to find instructions. ScreenSteps and WalkMe strive to accomplish the same goal - helping Salesforce users perform tasks without requiring an Admin to personally walk them through the steps. ![]() Instead, I wanted to touch upon some of the differences between the two, focusing mainly on the Salesforce training use cases for ScreenSteps and WalkMe. We often get asked, "What's the difference between ScreenSteps and WalkMe?" In my last blog post, I showed you how WalkMe works with Salesforce, how to create a walk-thru, and shared some of its many features - so I won't cover that in great detail here.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |