Building with the Editor for Salesforce (10)

  • Last Update May 25, 2023

    Salesforce Summer ’23 Release Readiness for WalkMe Customers

    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.

  • Last Update March 29, 2021

    Salesforce Lightning URLs

    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.

  • Last Update March 29, 2021

    Salesforce AppExchange Installation Notification

    During the process of installing WalkMe, you may receive a message from alerting you that you are installing a non-Salesforce Application.

  • Last Update May 5, 2023

    WalkMe Connectors

    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.

  • Last Update January 31, 2024

    Using Salesforce Groups to Target Users

    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.

  • Last Update March 29, 2021

    Service Cloud Console Best Practices

    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.

  • Last Update March 29, 2021

    Salesforce Lightning Recommended Solutions

    Your WalkMe solutions of Salesforce Lightning help alleviate migration inefficiencies and productivity degradation that occurs as a result of the transition from Salesforce Classic.

  • Last Update March 29, 2021

    Salesforce Classic Best Practices

    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.

  • Last Update January 31, 2024

    Salesforce Variables

    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.

  • Last Update March 29, 2021

    Salesforce URLs

    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...

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