“Walk-me for Salesforce” is an app to assist end users as to how to complete a process in Salesforce when they are new to Salesforce or working on complex process in Salesforce CRM.
Using this app, we can create Walk-Thrus(Flows), Launchers, Resources, Smart Tips and Help Texts to demonstrate how to complete a process in Salesforce.
Walk-Thrus is a kind of flow which guides you to do a process step by step. Launcher is a kind of button that can be placed in Salesforce and can invoke other actions by clicking it. Resources can be a video or document which explains the process.
Installation & Configuration:
1.Use the following link to download Walk-me for Salesforce
2.While installing the app, don’t forget to add walk-me chrome extension; so that we can make use of it on chrome.
- Create an account with basic information and log into Walk-me.
Download:Adding Extension for Chrome:Create Account:Creating Flows, Launchers, Resources:
Creating a Walk-Thru to show how to create an account in Salesforce:
Social Media Content: Walk-Me for Salesforce to Assist End Users.