Solution Accelerators

Updated on October 25, 2020 Download PDFDownload as PDF
Download PDF

Brief Overview

Solution Accelerators are collections of platform-specific content combined with WalkMe’s proprietary Element Library technology. Using Accelerators will decrease the time and resources required to initially implement WalkMe and reduce the ongoing resources required to maintain commonly implemented system platform processes. You can access the Accelerators through the WalkMe Editor within the Solutions Gallery.

This feature is currently not available to EU data center users. Please contact your Account Manager for more information.

Use Cases

  • New customers onboarding with WalkMe.
  • Current WalkMe customers migrating from an older version of the platform.
  • Current WalkMe customers looking to benefit from the maintenance savings.

Please Note: System Solution Accelerators are system-specific (Workday, Lightning, Oracle HCM, Microsoft Dynamics CRM, and SuccessFactors) Templates connected to the Elements Repository Feature within the Solutions Gallery.

How it works

To enable the use of this feature, special configurations need to be made to a user’s account. Please request the enablement of this feature via this form.

  1. Once the feature is enabled, navigate to the WalkMe Solutions Gallery
  2. Click on the “Solutions Accelerators” tab
  3. Select All Systems, No Systems, Workday, Salesforce Lightning, Oracle HCM, Microsoft Dynamics CRM, or SuccessFactors to view the system-specific Solution Accelerators
  4. Hover over a Solution Accelerator

Hovering over a template’s example image will display information regarding the Solution Templates use case, tags, and descriptions.

 

Once a user clicks on a Solution Accelerator’s “Use It” button (displayed on hover), the Solution Template will begin “generating.” Once generating is complete, the user will be automatically redirected back to their Editor’s “All Items” list view. Here, users will be able to see the newly created Folder with a matching Solution Accelerator name. The newly created folder will contain all of the Deployable Items (Smart Walk-Thurs, Launchers, ShoutOuts, etc.) included with the generated Solution Template.

Available Solution Accelerators

Users may select from a library of pre-built Accelerators which include:

Workday

Welcome Message
Workday Navigation Overview
Employee Profile Overview Tour
Feedback Survey – Player Menu
Change Legal Name
Change Preferred Name
Change My Business Title
Change Home Contact Information
Change Personal Information
Add Alternative Work Location
Request Time Off
Correct Time Off
View Time Off Balance
View Team Time Off and Leave Calendar
Request Leave of Absence
Request Return from Leave
Change Business Title
Create Position
Create Job Requisition
Change Job
Request Compensation Change
Update State and Local Withholding Elections
Update Federal Withholding Elections
View/Edit Payment Elections
Submit Resignation
Terminate an Employee
Year-End Manager Evaluation
Year-End Self Evaluation
Off-Cycle Assess Potential
Give/Get Feedback

 

Salesforce Lightning

Create an Account
Create a Contact
Create a Task
Create a Lead
Convert a Lead
Create a Calendar Event
Create an Opportunity
Create a Quote
Log a Task to a Record
Log a Call to a Record
Log an Event to a Record
Process Foundation Kit (Modal)
[Nav] Opportunity Record – Related
[Nav] Account Record – Related
[Nav] Contact Record – Related
[Nav] Lead Record – Related
[Nav] Record Page – Load Related
[Nav] Record Type Select Modal
[Nav] Turn Off Split View – Home/List

 

Oracle HCM

Menu Launcher
[Autoplay] Role Segmentation
[Branch] Navigate to Home
[Branch] Navigate to Me Tab
[Branch] Navigate to My Team
How to Update Personal Details
How to Update Contact Info
How to Update Family and Emergency Contacts
How to View Employment Info
How to Add a Payment Method
How to Update Skills and Qualifications
How to Promote an Employee
How to Terminate an Employee
How to Transfer an Employee
How to Change an Employee’s Manager

 

Microsoft Dynamics CRM

Dynamics CRM Accelerated Launch Introduction to Dynamics
Introduction to WalkMe
Sales Hub Quick Create
Create an Account
Create a Lead
Qualify a Lead
Reactivate a Lead
Create Email From Opportunity
Propose an Opportunity
Develop an Opportunity to Quotation
Add Products to an Opportunity
Add Quotes to an Opportunity
Customer Service Hub Create Case
Reassign a Case
Resolve a Case
Create Knowledge Base Article

 

SuccessFactors

Welcome Message
Widget Menu
Introduction to WalkMe
SuccessFactors Navigation Menu
Update Emergency Contact Details
Update Your Personal Information

 

Was this article helpful?

Related Articles