Install WalkMe for Salesforce Lightning

Your Customer Success Manager will provide you with a link to the Deployment Guide which will guide you through installing, enabling, and configuring the WalkMe Extension. This process will need to be repeated for each operating system and browser where you would like to deploy WalkMe. The mass installation should be performed by your IT Team or System Admin.

Your Customer Success Manager will provide you with a link to download the WalkMe extension. Just send an email to your users with a link. This email can be sent by anyone in your organization.

If you think personnel may disregard an email, you can add a call-to-action banner on Salesforce that will enable your users to download WalkMe with just one click. Adding this button will have to be performed by your Salesforce Admin.

First, download the package for your Test and Production environments.

How to Install the Salesforce Package

Then configure the banner to appear in Salesforce:

1. Click the Cube in the Salesforce Navigation menu
2. Click WalkMe Extension Configuration
3. Enter Customer Name, Extension GUID, and Extension Profile
   These should be provided by your Customer Success Manager.

4. Click Submit

Choose which pages the sidebar will appear on:

1. Go to the page where the banner should appear
2. Hover over the Settings icon
3. Click Edit Page
4. Expand the Custom – Managed folder in the left-hand navigation
   If you can't see the Custom – Managed folder, follow the on screen instructions to deploy your domain

5. Click and drag Walk-Me_Install_Call_To_Action to your preferred location on the page
6. Click Save
7. Click Activate

Now the banner will appear to your users and they can click "Activate Now to download the extension!

If you would like a custom image to display instead of the default one provided, please speak to your Customer Success Manager.

Go to Salesforce to add the WalkMe domain as a trusted URL. Salesforce Manage Trusted URLs article. 

1. From Setup, in the Quick Find box, enter "Trusted URLs" and then select Trusted URLs
2. Select New Trusted URL
3. Enter the API Name
4. Enter the URL for the Trusted URL
   1. We recommend adding:
      1. https://*.walkme.com
      2. s3.walkmeusercontent.com
         • EU data center: s3-eu.walkmeusercontent.com
5. Select the Context for this trusted URL to control the scope of the approval
   • All (Default): CSP header is approved for both the organization's Lightning and Lightning Communities experience**
   • LEX: CSP header is approved only for the organization's Lightning Experience
   • Communities: CSP Header is only approved for the organization's Lightning Communities
6. Here are the resources Lightning components can load from this site

   SETTING	DESCRIPTION
   Allowlist site for connect-src	Allow Lightning components to load URLs using script interfaces from this site.
   Allowlist site for font-src	Allow Lightning components to load fonts from this site.
   Allowlist site for frame-src	Allow Lightning components to load resources contained in <iframe> elements from this site.
   Allowlist site for img-src	Allow Lightning components to load images from this site.
   Allowlist site for media-src	Allow Lightning components to load audio and video from this site.
   Allowlist site for style-src	Allow Lightning components to load style sheets from this site.

   We recommend selecting all the resources.

7. Select Save

Configuring the package should be performed by your Salesforce Admin. Your Salesforce Admin will need access to the WalkMe Editor.

Follow the instructions below:

1. Download the Salesforce Installation Package for your Test and Production Environment
2. Log in to Salesforce with your administrator account
3. Select which users can access the WalkMe SFVars Page (vf_WalkMeSfVars)
   It is recommended to grant access to all users.

4. Click Install

How to Install the Salesforce Package