1 walkme for salesforce tips & tricks. welcome to walkme university the presenter be sure to...
TRANSCRIPT
1
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: [email protected]
Raise your Hand
@WalkMeUni
In this Session @WalkMeUni
Implementation Overview
Best Practices
Segmentation
Useful Tools
Salesforce Forms
Salesforce Tables
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
4
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
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
5
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!
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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Best Practices
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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Best Practices
Element Selection Use elements that are links
Do not use specific account title elements
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
8
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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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
9
Best Practices – Rules
When Using Headers for Rules
On Screen Element (Is Visible) Identify by Text
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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Best Practices – Rules
Creating Rules Dedicated Salesforce Types in the Rule Engine
Salesforce Tab (App Menu)
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
11
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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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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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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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
13
Best Practices – Rules
Constant URLs – for Standard and Custom Objects New Record: .com/001/e?
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
14
Best Practices – Rules
Constant URLs – for Standard and Custom Objects Error: .com/001/e
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
15
Salesforce Tables
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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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
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
17
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
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
18
Salesforce Forms
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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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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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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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
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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Segmentation
- Quick Nav -
Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
22
Segmentation
Marketing Sales Success
Administrator
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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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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Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
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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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Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
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Segmentation – in the Editor
Walk-Thru Settings
Variable: walkme_sf_vars.profileId
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
26
Useful Tools
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
27
Useful Tools
Shuttles
All Tabs
Frequently used reports
Frequently used forms
Launchers - Interactive Guidance
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
28
Useful Tools
Search
http://help.salesforce.com
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
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29
Best Practices
Custom Pages (Visual Force) IFrames
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Implementation
Best Practices
Salesforce Tables
Salesforce Forms
Segmentation
Useful Tools
30
Questions