WalkMe for Salesforce Upgrade Guide & Best Practices

1. WalkMe for Salesforce Tips & Tricks

4. 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.

5. WalkMe for Salesforce Download: WalkMe for Salesforce Installation Guide Important Upgrade Requiredby May 15! May 15thdeadline for upgrading to WM4SF v2.16 • Why you should upgrade: • Salesforce (Summer15) will block older versions • Ensure User Access to WalkMe

6. Best Practices

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

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 

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

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

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

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

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

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

15. Salesforce Tables

16. 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

17. 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

18. Salesforce Forms

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

20. 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

21. Segmentation

22. Segmentation Administrator Marketing Sales Success

23. 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 • userId, roleId, profileId, organizationName, organizationID

24. Segmentation – Identifying the Profile ID • Salesforce Admin – go to Setup • Administer  Manage Users  Profiles • Copy the profile id and convert it to 18 characters, usingWeb Console: ≫ ApiUtils.to18CharId(“00eo0000000no4O”)

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

26. Useful Tools

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

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

29. Best Practices • Custom Pages (Visual Force) IFrames

30. Questions