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Salesforce Tips & Tricks
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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 > Raise your Hand If you have any question, please raise your hand. You will then be unmuted by the presenter
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In this Session Salesforce Segmentation Salesforce Tables
Package Implementation Salesforce Tables Salesforce Segmentation Useful Tools Salesforce Customizations Salesforce Forms
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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
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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
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Publishing Environment
WalkMe Package Customizations Working with Tables Working with Forms Segmentation Useful Tools Questions From the Advanced Tab select the publishing environment
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Salesforce Customizations
WalkMe Package Customizations Working with Tables Working with Forms Segmentation Useful Tools Questions Different Custom Fields Element Selection Sidebar may be minimized
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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
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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
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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.
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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
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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
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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
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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.
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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
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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
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Questions WalkMe Package Customizations Working with Tables
Working with Forms Segmentation Useful Tools Questions Questions
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