Work flows better with WalkMe.
In Salesforce's Summer '23 Release there are two major changes to be aware of and, in some cases, take action on: Enhanced Domains and API version retirements.
In this article, you can find a quick reference of URLs and Rule Types to use for some of the most common Salesforce Lightning tabs.
During the process of installing WalkMe, you may receive a message from alerting you that you are installing a non-Salesforce Application.
WalkMe Connectors are a feature that enables secure, server-to-server communication to enable WalkMe to play on certain Salesforce sites; for example, Salesforce Lightning.
Within WalkMe for Salesforce, you can use Salesforce Groups to segment WalkMe items. This allows you an additional way to segment items besides the default Salesforce variables available.
WalkMe is used on Service Cloud Console to give users simple and straightforward training and support. Continue reading to learn about building for Service Cloud Console.
Your WalkMe solutions of Salesforce Lightning help alleviate migration inefficiencies and productivity degradation that occurs as a result of the transition from Salesforce Classic.
Before you begin building, familiarize yourself with these tips for a successful build. Incorporating these best practices into your build will provide the basis for Walk-Thrus that functional optimally on your site.
Within WalkMe for Salesforce, you can use Salesforce Variables to segment the WalkMe assets you build to ensure that only content relevant to that user type is visible.
URLs in Salesforce are used in Segmentation and within certain conditions of the Walk-Thru. URLs are a better alternative to On Screen Element because they require less time to process the Rule, but are...