ScreenSteps content is stored outside of Salesforce in the ScreenSteps cloud service - an integration pushes ScreenSteps content to a Salesforce instance. ScreenSteps articles are viewed either in a Custom Help web-tab in Salesforce, or in a separate web tab/window so that users can follow the instructions side-by-side while executing the workflow in their Salesforce window. individual web pages) - those articles are organized into chapters, manuals, and an entire online knowledge base. Titles and paragraph text can be added to create visual articles (i.e. ScreenSteps utilizes screenshots and image annotations to walk users through a process and explain workflows. The walk-thrus you create are hosted on Walkme's servers therefore you do not need to store them on your site. You can also create lists of walk-thrus that need to be completed, and track who has completed the lists.
These bubbles can show up automatically to walk users through a process, or they can show up only when a user has a question and selects to have the bubbles show up. These instructions show up as balloons on the actual Salesforce screen so users can act, react and progress during their online experience (source: WalkMe website). Tasks, both standard and custom, can be broken down into short, step-by-step, guided instructions.
#Screensteps install series
WalkMe utilizes a series of interactive tip-balloons overlaid on the screen - which means that users don't have to actually leave the Salesforce screen to find instructions.
ScreenSteps and WalkMe strive to accomplish the same goal - helping Salesforce users perform tasks without requiring an Admin to personally walk them through the steps.
Instead, I wanted to touch upon some of the differences between the two, focusing mainly on the Salesforce training use cases for ScreenSteps and WalkMe.
#Screensteps install how to
We often get asked, "What's the difference between ScreenSteps and WalkMe?" In my last blog post, I showed you how WalkMe works with Salesforce, how to create a walk-thru, and shared some of its many features - so I won't cover that in great detail here.
0 kommentar(er)
