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WalkMe for Salesforce

Tips & Tricks

Welcome to WalkMe University

The Presenter Be sure to review the Summary Page, sent after the session

ends.

60 Minutes

Watch & Learn

During Q&A, please raise your hand if you have a question. After the session, email us: university@walkme.com

Raise your Hand

@WalkMeUni

In this Session @WalkMeUni

Implementation Overview

Best Practices

Segmentation

Useful Tools

Salesforce Forms

Salesforce Tables

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Implementation

Best Practices

Salesforce Tables

Salesforce Forms

Segmentation

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WalkMe for Salesforce

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.

Download: WalkMe for Salesforce Installation Guide

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WalkMe for Salesforce

WalkMe for Salesforce Installation GuideDownload:

May 15th deadline for upgrading to WM4SF v2.16

Why you should upgrade:• Salesforce (Summer15) will block older versions• Ensure User Access to WalkMe

Important Upgrade Required by May 15!

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Best Practices

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Best Practices

Element Selection Use elements that are links

Do not use specific account title elements

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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

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Best Practices – Rules

When Using Headers for Rules

On Screen Element (Is Visible) Identify by Text

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Best Practices – Rules

Creating Rules Dedicated Salesforce Types in the Rule Engine

Salesforce Tab (App Menu)

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Best Practices – Rules

Creating Rules Dedicated Salesforce Types in the Rule Engine

Salesforce URL

• Accounts• Contacts• Opportunities• Documents• Cases• Solutions• Contracts

• Reports• Leads• Dashboards• Products

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Best Practices – Rules

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

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Best Practices – Rules

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

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Best Practices – Rules

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

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Salesforce Tables

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Scenario:

Select a record while changing views

Solution:

3 steps1. Select recent record – refresh trigger2. Select record from table – multi balloon

(skippable)3. Wait For Condition – record details page

Working with Salesforce Tables

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Scenario:

Select a specific table view from drop-down, ensure the correct view was chosen

Solution:

2 Steps1. Indicate specific view – text trigger (identify

by text)2. Jump back to the first step – if the wrong

view was selected

Working with Salesforce Tables

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Salesforce Forms

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Working with Salesforce Forms

Common Salesforce Fields

Required Steps Click or Text trigger

Optional Steps Click + Next trigger

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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

Working with Salesforce Forms

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Segmentation

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Segmentation

Marketing Sales Success

Administrator

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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

VariablesuserId, roleId, profileId, organizationName, organizationID

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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:

≫ ApiUtils.to18CharId(“00eo0000000no4O”)

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Segmentation – in the Editor

Walk-Thru Settings

Variable: walkme_sf_vars.profileId

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Useful Tools

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Useful Tools

Shuttles

All Tabs

Frequently used reports

Frequently used forms

Launchers - Interactive Guidance

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Useful Tools

Search

http://help.salesforce.com

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Best Practices

Custom Pages (Visual Force) IFrames

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Questions