Salesforce
Tips & Tricks
1
Welcome to WalkMe University
The Presenter
45 MIN
Download the Summary Page by
clicking the Materials tab. Its right
there >
Raise your Hand
No System
Required
If you have any question, please
raise your hand. You will then be
unmuted by the presenter
2
In this Session
Salesforce Segmentation
Package
Implementation
Salesforce
Tables
Useful Tools
Salesforce Customizations
Salesforce
Forms
3
WalkMe Package
WalkMe for Salesforce
Customizations
WalkMe is embedded in
Working with Tables
your Salesforce through
Working with Forms
the sidebar on the left
Segmentation
The WalkMe package
Useful Tools
cannot work on pages
Questions
that lack the sidebar
(Setup, Reports,
tab customizing page…)
4
WalkMe Package
Customizations
WalkMe for Salesforce
To link your editor
Working with Tables
account to the
Working with Forms
package paste your
Segmentation
snippet ID
Useful Tools
Questions
5
WalkMe Package
Publishing Environment
Customizations
From the Advanced Tab select the publishing environment
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
6
WalkMe Package
Salesforce Customizations
Customizations
Working with Tables
 Different Custom Fields
Working with Forms
Segmentation
Useful Tools
 Element Selection
Questions
 Sidebar may be minimized
7
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
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
Questions
8
WalkMe Package
Customizations
Working with Tables
Salesforce Customizations
 Dedicated Salesforce conditions in the editor
 Salesforce Tab
Working with Forms
Segmentation
Useful Tools
Questions
 Salesforce URL
9
Tables
Working
with
Salesforce
Tables
WalkMe Package
Customizations
 Scenario:
Working with Tables
 Two table types, same table – different elements
Working with Forms
Segmentation
Useful Tools
Questions
 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
10
Tables
Working
with
Salesforce
Tables
WalkMe Package
Customizations
 Scenario:
Working with Tables
Working with Forms
Segmentation
Useful Tools
 Selecting a specific table view, ensuring the correct
view was chosen
 Solution:
 Step indicating the correct view to choose – text trigger
Questions
 Jump back to the first step – if the wrong view was
selected
11
Forms
Working
with
Salesforce
Forms
WalkMe Package
Customizations
 General Approach VS. Inline Approach
Working with Tables
Working with Forms
 Explanatory Launchers
Segmentation
Useful Tools
 Error Handling
Questions
 Link to other useful Walk-Thrus
12
WalkMe Package
Segmenting - Identifying the Profile ID
Customizations
Working with Tables
Working with Forms
Administrator
Segmentation
Useful Tools
Marketing
Sales
Success
Questions
13
WalkMe Package
Customizations
Segmenting - Identifying the Profile ID
 Salesforce Admin – go to the Setup
Working with Tables
Working with Forms
 Administer  Manage Users  Profiles
Segmentation
Useful Tools
Questions
 Copy the profile id and convert it to 18 characters, using the
Developer Console:
ApiUtils.to18CharId("00e20000001FzSz")
14
WalkMe Package
Segmenting – Implementation in the Editor
Customizations
 Walk-Thru Settings 
Working with Tables
 Create/Update
Display Segment
Working with Forms
Segmentation
 Variable: walkme_sf_vars.profileId
Useful Tools
Questions
15
WalkMe Package
Useful Tools
Customizations
 Shuttles
Working with Tables
 All tabs
Working with Forms
 Frequently used reports
Segmentation
 Frequently used forms
Useful Tools
Questions
 Interactive Guidance
16
WalkMe Package
Customizations
Working with Tables
Working with Forms
Segmentation
Useful Tools
Questions
Questions
17
© Copyright 2014 WalkMe Inc. Confidential
18