1 Salesforce Tips & Tricks. 2 Welcome to WalkMe University Raise your Hand The Presenter If you have...
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Transcript of 1 Salesforce Tips & Tricks. 2 Welcome to WalkMe University Raise your Hand The Presenter If you have...
1
SalesforceTips & Tricks
2
Welcome to WalkMe University
Raise your Hand
The Presenter
If you have any question, please raise your hand. You will then be unmuted by the presenter
Download the Summary Page by clicking the Materials tab. Its right there >
45 MIN
No System Required
3
In this Session
Salesforce Segmentation
Salesforce Customizations
Salesforce
Tables
Salesforce
Forms
Package Implementation
Useful Tools
4
WalkMe for Salesforce
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…)
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
5
WalkMe for Salesforce
To link your
editor account to
the package paste
your snippet ID
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
6
Publishing Environment
From the Advanced Tab select the publishing
environment
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
7
Salesforce Customizations
Different Custom Fields
Element Selection
Sidebar may be minimized
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
8
Salesforce Customizations
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
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
9
Salesforce Customizations
Dedicated Salesforce conditions in the editor Salesforce Tab
Salesforce URL
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
10
Tables
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
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Working with Salesforce Tables
11
Tables
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
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Working with Salesforce Tables
12
Forms
General Approach VS. Inline Approach
Explanatory Launchers
Error Handling
Link to other useful Walk-Thrus
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Working with Salesforce Forms
13
Segmenting - Identifying the Profile IDWalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Marketing Sales Success
Administrator
14
Segmenting - Identifying the Profile ID
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("00e20000001FzSz")
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
15
Segmenting – Implementation in the Editor
Walk-Thru Settings Create/Update
Display Segment
Variable: walkme_sf_vars.profileId
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
16
Useful Tools
Shuttles
All tabs
Frequently used reports
Frequently used forms
Interactive Guidance
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
17
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Questions
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