WalkMe for Salesforce Tips & Tricks

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

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

Best Practices

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

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 

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

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

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

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

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

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

Salesforce Tables

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.

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

Salesforce Forms

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

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

Segmentation

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

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

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(“00eo0000000no4O”)

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

Useful Tools

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

Useful Tools Search http://help.salesforce.com

Best Practices Custom Pages (Visual Force) IFrames

Questions