WalkMe for Salesforce
Salesforce Super ToolsWalkMe offers the capability to help increase your productivity on Salesforce with Super Tools. Super Tools optimize how your users find information and update data on Salesforce reports.
The Short VersionSuperEdit and SuperSearch are tools for your Salesforce implementation that make it much faster to edit records on a report and search through records with Google-like speed. Using Salesforce Super Tools saves users time, helping them be more productive. Super Tools are available as standalone products and do not require the WalkMe Editor.
- SuperSearch is a tool that enhances Salesforce search by providing dynamic results as you type. Results display information from any field in a record, even custom records.
- SuperEdit is a tool that enables inline report editing in Salesforce. It allows users to edit Salesforce reports just like an Excel spreadsheet, without having to leave the report and update different records separately.
For example, on a custom Opportunities report you can edit the Status drop-down, the Next Steps text field, Close Date and Amount for multiple records without ever leaving the report page.
For example, if you wanted to quickly look up the ACV for a specific company, such as ACME, you can now just type ACME ACV and instantly see all ACME records and their ACV below the search box.
SetupSuperTools do not use the WalkMe Editor; instead, users simply download the plugins from our website to immediate gain enhanced functionality for Salesforce. Download WalkMe’s Super Tools for Salesforce
Contact your CSM to learn more!
Try it OutDownload SuperEdit and SuperSearch in your browsers. Log in to Salesforce and try the following:
- Type into the Salesforce Search to see dynamic results appear
- Open a Report and edit any field