Share on facebook
Share on twitter
Share on linkedin
“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.


“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

Link: https://www.walkme.com/download/

2.While installing the app, don’t forget to add walk-me chrome extension; so            that we can make use of it on chrome.

  1. Create an account with basic information and log into Walk-me.

Screen Shots:

Download:walk-me for salesforceAdding Extension for Chrome:Walk-me for SalesforceCreate Account:Walk-me for SalesforceCreating Flows, Launchers, Resources:

Creating a Walk-Thru to show how to create an account in Salesforce:

1.Click on smart walk-thru and create it.Walk-me for Salesforce2.Select element option is used to select salesforce components to create a flow and the navigate option is used to move on to the next component to add it to the flow.Walk-me for Salesforce3.Following screen shots explain how to create steps to make a flow.4.When steps are created, we can see a flow diagram which shows the order of steps and their actions; once all the steps are created save it.5.We can deploy the created walk-Thrus to our Salesforce org. We need to choose the org environment and deploy.6.Once deployment is done, we can see a pop-up box at the bottom of Salesforce org.7.If we click on the pop-up box, it will show the list of walk-Thrus, launchers, resources etc. 8.If we want to make use of walk-me components in Visualforce page, we need to add JavaScript snippets to the VF page.Follow the same procedure to add launchers, resources, help text ,and smart tips.

Social Media Content: Walk-Me for Salesforce to Assist End Users.

Reference:   https://success.salesforce.com/answers?id=90630000000gvJLAAY

About MST

At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients. The talent of our team and experiences in varied business verticals gives us an advantage over other competitors.

Recent Articles

Sandbox Overview

Salesforce allows you to create multiple copies of your production organization in separate environments for different purposes, like testing, development and training, without affecting data and applications of production instance. These copies are called Sandboxes.

Read Article »

Work with us.

Our people aren’t just employees, they are key to the success of our business. We recognize the strengths of each individual and allow them time and resources to further develop those skills, crafting a culture of leaders who are passionate about where they are going within our organization.