You can see that a blue box appeared around this dropdown menu when my mouse hovered over it. In this example, I want a bubble to appear next to "Create New." so that users will know where to start. I just go to the webpage that I want to make a tutorial about, and start making a WalkMe lesson by clicking on "New Step."Īfter I click on "New Step," the editor is hidden so I can navigate through the screen and select a section I want my WalkMe bubble to appear next to. It appears on the left-hand side, and is pretty straight-forward. If I want to create customized walk-thrus on WalkMe, I just have to open the editor in my Firefox browser. It's pretty easy for users to find answers to their questions, and then the walk-thru bubbles take users through each step of a process. So that is a basic rundown of what WalkMe will look like when you've got it set up in Salesforce. I can see that one definite advantage of WalkMe is its "interactivity." The guidance automatically adapts in real-time to my behavior and what I type. After each click, a new bubble popped up on my screen telling me what to enter, where to click, and when I was done. Either way, the search made it pretty fast to find what I was looking for.Īfter I clicked on the applicable question that I had, I was taken back to my Salesforce screen and a little bubble popped up, showing me where to click. There might be an option to do this, but after briefly looking for this option and not finding it I stopped looking. I sort of expected the help to be contextually sensitive - if I'm on the Accounts tab, I probably have a question about accounts.
When I typed in my question, "How do I create a new account?" I got several resuts that weren't applicable because several results began with "How to Create a New." When I refined my search to just say "account" then I got results that just dealt with accounts. It seems that the search function needs to be tweaked a bit.
It also gave me the ability to search by typing in my question. When I clicked on the "Need help?" button, I got a list of questions I could choose from (already programmed in). If I paid for a plan, I can create an unlimited number of walk-thrus. If I want, I can immediately go in and edit the pre-programmed walk-thrus to be more specific to my instance of Salesforce. WalkMe provides about 20 Salesforce walk-thrus already preprogrammed - so without having to actually make any walk-thrus myself, I can instantly get a sense for how it works. WalkMe works with all popular browsers including IE, Chrome, FireFox, and Safari.Īfter installation, a tab appeared on the right side of the screen that said, " Need Help?" It was easy to see, so any user would be able to quickly find it if they needed help.
The instructions were easy to follow and the setup took very little time. I followed the instructions for installing WalkMe in my Dev Salesforce instance. You can read more about WalkMe on their website.
SCREENSTEPS CRASHING DOWNLOAD
WalkMe™ is designed to be easy to create and easy to view non-technical folks can create the steps and end-users don't have to download any software. What is WalkMe?Īccording to their website, "WalkMe™ allows you to easily add interactive on-screen Walk-Thrus™ to your website." The Walk-Thrus™ "appear as step-by-step balloon hints on top of your screen content" showing your end-users exactly where to click and what to enter. In another blog article, I compare ScreenSteps and WalkMe to discuss the differences, the use cases for each, and the pros and cons - but for this blog article, I wanted to show you what WalkMe is, how it works, and some of the features.
SCREENSTEPS CRASHING TRIAL
So I downloaded a trial of WalkMe and installed it on my Salesforce Dev account to see what it does. Several folks asked us whether our product, ScreenSteps, and WalkMe did the same thing. While we were at Dreamforce, we heard a lot of buzz about a web app called WalkMe.
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