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Salesforce Lightning Best Practices

Updated on October 12, 2017
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Use WalkMe for Salesforce Lightning to accelerate new user training, increase productivity, and reduce human errors. WalkMe can also help make the migration from Salesforce Classic to Lightning seamless for your users! This article will detail the best practices for building on Salesforce Lightning.

 

Getting Ready to Build on Salesforce Lightning

The Lightning platform is completely different from Salesforce Classic meaning that if you already have Walk-Thrus built on Salesforce, they will have to be rebuilt for Lightning.Your Walk-Thrus will need to be rebuilt on a different editor account with special configurations set up by your Customer Success Manager. Building on Salesforce Lightning is very similar to building on Salesforce Classic, with few minor technical differences. The Lightning platform is completely different from Salesforce Classic.

Technical Details

Always Identify Elements By Text

When using On Screen Element as the Rule Type, always go into the Precision Settings Menu and select Identify By Text.

 

Use URL Rule type Instead of On Screen Element When Possible

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 just as effective as using an On Screen Element at identifying specific Tabs (i.e. Opportunities), Pages (Main Page, Views, or Records), or Form Status (New Record, Edit Record, Form Error). By using specific URL combinations you can configure your Jump to Steps to start from the middle of different types of pages, or to error proof when an error appears on-screen.
In Lightning Experience, the URLs are slightly different from Salesforce Classic.

Page URL and Rule Type
Leads Main Page Current URL contains “sObject/Lead/list”
Lead Record Current URL contains “Object/00Q”
AND
Current URL contains “view”
Account Main Page Current URL contains “sObject/Account/list”
Account Record Current URL contains “Object/001”
AND
Current URL contains “view”
Dashboards Main Page Current URL contains /sObject/Dashboard/home”
Dashboards Record Current URL contains “Object/01Z”
AND
Current URL contains “view”
Opportunities Main Page Current URL contains “sObject/Opportunity/list”
Opportunities Record Current URL contains “Object/006”
AND
Current URL contains “view”

 

Creating Smart Walk-Thrus

Creating Smart Walk-Thrus For Editing an Existing record

When building a Smart Walk-Thru for a process that involves editing an existing record (i.e. Contact, Opportunity, Account, Lead, etc) it is best to ask the user to navigate to the correct record before beginning the guidance. This method will ask your users to search for a record, then once the selected record is visible the Walk-Thru will continue on to your desired step. This is a simple solution to set up, and offers a more positive user experience for those who use Salesforce on a daily basis. A Popup step with instructions on what type of record to search for will appear. After this popup message, a Wait for Condition Superstep will verify that the user has reached the record before displaying the remaining steps in the Walk-Thru.

 

Creating Smart Tips

Users become more and more likely to close a Walk-Thru the more steps there are in the process. Rely less on long, multi-step Walk-Thrus and use SmartTips to add guidance and form validation for in-line contextual assistance.

Global and Local Segmentation

To ensure SmartTip sets and Launchers appear correctly in Popups, SmartTips need to be segmented on a Global and Individual SmartTips. In the SmartTip settings click Display the set on a specific page, using a URL in the Rule Engine.
 Segment every individual Smart Tip based on an On Screen Element that appears only on the popup.

Pinning an Evaluation Frequency

Make sure Segment Evaluation Frequency is set to ON, so the SmartTip will constantly be checking if it should appear.
 In the Behavior tab set Strong Pin to ON.

Creating a Launcher

More and more users are shying away from flashy messages and banners. Use Launchers around your environment to give contextual guidance based on a user’s selection and location.

Pinning and Evaluation Frequency

Make sure each Launcher is Segmented to appear on a specific page. In the Behavior settings, turn Strong Pin ON, as well as Segment Evaluation Frequency.

Turn on Lock to Element for Launchers on Floating Headers

Launchers that appear on floating headers may seem to move or appear multiple times.

To correct this issue, Turn on Lock to Element in the Launcher Behavior Settings.
 In some cases, additional CSS will need to be applied.
Replace the section in bold, with your Launcher ID, found in the Launcher Settings.

.walkme-launcher-id-xxxxx {
display: block !important;
position: relative !important;
}

Creating ShoutOuts

Glide Shoutouts Along Side of the Screen

Glide the ShoutOut on the top or bottom right corner to share new features or activities you’re trying to promote. Splashing in the middle of a SFDC record is often disruptive, causing your users to quickly neglect the message and close out.

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