Embedded Salesforce Training

Why Train Salesforce Users Outside Salesforce?


You’re training salesforce users for salesforce apps – so, why not train them IN their apps? Add value to your training and empower your Users…

Callout - Help Topic Details

Use Embedded Help to deliver rich-media help and salesforce training content direct at the user’s point of need – within their salesforce pages.


When different users need different training…

How do you deliver salesforce training to your Partners?  How do you differentiate between the needs of New-Joiners, Beginners, Intermediates and Subject-Matter Experts? How many languages must your training support?

Use Help Domains to segment your user-base and filter or switch help content through salesforce Data Sharing Rules – alternative help content even on the same salesforce fields!


When users work in salesforce console apps…

Helped Salesforce Console

Improved Apps support Salesforce Console – so deliver your users’ salesforce training directly within Improved Salesforce Console Apps.


 When users work in your partner portal or salesforce communities…


Salesforce Portal with NoticeBoard and Branded Help

Improved Help can Help Salesforce Portal Apps straight ‘out of the box’ – so, you can deliver embedded help and salesforce training to Partners.

You may want to use Help Domains to isolate the content delivered to Partner users and Branding & Styling features to reflect your portal customisations.


When salesforce record data affects training needs…

How do you provide different help or salesforce training by Opportunity Amount or Record Type? How do you manage all the options and what-if scenarios – and replicate screen-shots – without confusing the user?

One of the key problems with current help and documentation (and training materials) is that they are remote and lack the user’s context at their point of need.

Use Data-Driven Help to deliver alternative Help Topics, based on data criteria in the viewed salesforce record…

…then train them in context, in their apps!


When salesforce training goes beyond data entry…

Embedded Help – for specific fields, buttons or links – provide vital definitions of local terminology and salesforce customisations and is often as a reminder of best practice and data quality.


However, some fields, such as Opportunity Name or Stage, the ‘bigger picture’ context – regarding your processes, options, methodologies, play-books.


Callout Template - Reading List Gallery

Use Reading Lists to create virtual documents / presentations linking the appropriate Help Topics – accessible from your Enterprise Help Portal and if appropriate – embedded into their salesforce pages, using a gallery-style Callout template to provide users for the specific context.


When you need a guide to show and tell…

How do you train users on completing salesforce forms – such as creating new records or converting Leads? How do you introduce the key fields in your custom application page?


Reading lists are great for explaining what needs to be done, a related video Help Resource can show a worked example – but sometimes, the best way to learn is through doing.


Use Help Guides to train users for standard operating procedures, salesforce page overviews and even ‘forms’, as Improved Help

works in salesforce record edit mode!

Quick Access Menu - Guides Highlighted


And, once users have been trained, the same Help Guides are available to them from their Improved Help Quick Access Menu – to support day-to-day operations.


When users leave existing materials as shelf-ware…

What if you have invested in Learning Management Systems or other resources that users either can’t find or ignore?

Reverse the Users journey! Don’t force them away from their point of need to external documents, presentations, web pages or LMS courses…

Related Resources Callout

Use a Help Resources Callout to embed the relevant content where they need it – and add context-specific Usage Notes to let the user focus on specific pages, slides, time-slots – to save their time and address the task in hand.


When users don’t know what they don’t know…

Your suite of salesforce apps may perfectly support your business processes – but how well do your users apply these tools?

How do you manage on-boarding for new users or partners?


Notification Banner Example


  • Improved NoticeBoard to target selected users and advise them about training they can – or need to – take;
  • Reading Lists to outline your key business processes and user-oriented training programmes – such as on-boarding.\


When training becomes ‘real-world’ preparation…

Quick Access Menu: Helped User


Simply train users in Salesforce in the classroom:

  • Introduce the embedded help and training as you introduce users to features;
  • Trainees can add Bookmarks during training – for reference after training sessions;
  • Get direct user feedback on existing help and training content for continuous improvement;
  • Improved Help Custom Edition customers can use Improved Help in training Sandbox environments;
  • Review trainees Help Interactions to understand their real behaviour and expectations.


When real-world interactions drive improved training…


When you review salesforce training materials, wouldn’t it be great if you knew who had:

  • Used what materials, when?
  • Bookmarked content and referred to it later?
  • Commented on content?
  • Searched for content by keywords – and what they found?

Use Help Analyst Features to see in-page statistics, drill-through reports and dashboards for clicks, content usage, searches, comments, external Help Resources accessed…

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