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.
Let's Talk A Bit More
- 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.
SuperEdit and SuperSearch are Browser plugins that instantly improve your Salesforce experience. SuperTools 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
SuperEdit allows users to edit fields for multiple records that appear on a report, without ever leaving the page. Modifiable field types include, text fields,c heck boxes, date pickers, and drop-down menus. Without SuperEdit, users must open up each individual record to edit and save them, which is time consuming. Using SuperEdit users can make changes quickly while staying on the Report page. Edits are instantly saved back to the record allowing user to be more productive.
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.
SuperSearch significantly improve the existing Salesforce Search bar by providing dynamic results as you type. Without SuperSearch, user must run a search, select a record and then scan through the record to find information such ACV, phone number, email etc. SuperSearch bring Google-like search to Salesforce. As you type, WalkMe searches through all fields in your records allowing you to find specific information much faster. Search results appear dynamically in a menu below the search box, allowing you to find information without ever going to a search results page. SuperSearch applie to both standard objects, custom objects and reports.
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.
Try it Out
- Type into the Salesforce Search to see dynamic results appear
- Open a Report and edit any field